R
Rob
This is exactly what I was looking for…
This is exactly what I was looking for to track my portfolios. Moving across from Sharesight, Navexa is more customisable to suit my viewing preference. Support is excellent and they continue to improve the user experience.
R
Rob
This is exactly what I was looking for…
This is exactly what I was looking for to track my portfolios. Moving across from Sharesight, Navexa is more customisable to suit my viewing preference. Support is excellent and they continue to improve the user experience.
May 7, 2024
May 7, 2024
G
Gary
Navexa .. great software, great support
Navexa is simple to set up and reporting is great. I can see my portfolio performance over time or at a specific point in time, see my tax obligations, have multiple linked cash accounts etc.
And support from the developer, Navarre, is outstanding. I made a typo that resulted in one of the built in reports looking a bit strange. I logged a question not really expecting an answer for a few days. I got a response in less than 10 minutes!
G
Gary
Navexa .. great software, great support
Navexa is simple to set up and reporting is great. I can see my portfolio performance over time or at a specific point in time, see my tax obligations, have multiple linked cash accounts etc.
And support from the developer, Navarre, is outstanding. I made a typo that resulted in one of the built in reports looking a bit strange. I logged a question not really expecting an answer for a few days. I got a response in less than 10 minutes!
Apr 26, 2024
Apr 26, 2024
MU
Matt O. Houston, TX USA
Good portfolio tracker
Good software for tracking my stock portfolio performance and benchmarking it against the S&P 500. Pretty easy to use with good support.
MU
Matt O. Houston, TX USA
Good portfolio tracker
Good software for tracking my stock portfolio performance and benchmarking it against the S&P 500. Pretty easy to use with good support.
Apr 5, 2024
Apr 5, 2024
MM
Mark McGuire
Great platform to use.
Great platform to use.
MM
Mark McGuire
Great platform to use.
Great platform to use.
Mar 10, 2024
Mar 10, 2024
M
Mikey
Onboarding and History
Intuitive system to onboard to, was straightforward to upload and build out 5+ years of transaction history to get a true and consistent portfolio view.
M
Mikey
Onboarding and History
Intuitive system to onboard to, was straightforward to upload and build out 5+ years of transaction history to get a true and consistent portfolio view.
Feb 11, 2024
Feb 11, 2024
MC
Mr. Carlin
Quick turnaround on my questions
Quick turnaround on my questions, with personalized specific answers, and a dedication towards solutions and improvements.
MC
Mr. Carlin
Quick turnaround on my questions
Quick turnaround on my questions, with personalized specific answers, and a dedication towards solutions and improvements.
Feb 11, 2024
Feb 11, 2024
C
customer
Like this system especially the app
Like this system especially the app. Easy to use .
C
customer
Like this system especially the app
Like this system especially the app. Easy to use .
Feb 10, 2024
Feb 10, 2024
D
Dazza
Able to respond to my questions even…
Able to respond to my questions even before I was a customer.
Always improving the experience
D
Dazza
Able to respond to my questions even…
Able to respond to my questions even before I was a customer.
Always improving the experience
Feb 6, 2024
Feb 6, 2024
P
Philip T
Navexa is the best tracking, reporting and analysis tool
Navexa is easy to use and understand tool, making everything task of understanding your portfolio easy and making tax time super simple.
P
Philip T
Navexa is the best tracking, reporting and analysis tool
Navexa is easy to use and understand tool, making everything task of understanding your portfolio easy and making tax time super simple.
Feb 3, 2024
Feb 3, 2024
C
Carl L
Great in every way!
Easy to use. Gives you what you want. Great for researching shares if you wish to use basic back testing. Integration with online broker sites is awesome. Tax reporting is fit for purpose. 5 stars!
C
Carl L
Great in every way!
Easy to use. Gives you what you want. Great for researching shares if you wish to use basic back testing. Integration with online broker sites is awesome. Tax reporting is fit for purpose. 5 stars!
Feb 2, 2024
Feb 2, 2024
AM
Andrew Marsh
Awesome product with concierge like…
Awesome product with concierge like customer support.
AM
Andrew Marsh
Awesome product with concierge like…
Awesome product with concierge like customer support.
Feb 1, 2024
Feb 1, 2024
W
Wendy
I am very impressed with the…
I am very impressed with the functionality of the software which ticks many boxes. I think however the eventual reports could be much tidier especially in respect of multiple entity reporting. The individual entity reports are ok but when all entities are on one report there is no delineation of each entity making it very messy & needing to refer back to the individual report to understand who owns what. This could be much better structured to make the main report that tells you everything. All the information is in the system just need a couple of extra columns & a break up of entities but with an overall total.
W
Wendy
I am very impressed with the…
I am very impressed with the functionality of the software which ticks many boxes. I think however the eventual reports could be much tidier especially in respect of multiple entity reporting. The individual entity reports are ok but when all entities are on one report there is no delineation of each entity making it very messy & needing to refer back to the individual report to understand who owns what. This could be much better structured to make the main report that tells you everything. All the information is in the system just need a couple of extra columns & a break up of entities but with an overall total.
Jan 28, 2024
Jan 28, 2024
DP
Daniel Phillips
Great software with fantastic customer support
I'm very happy with the Navexa software.
I have been able to add my shares to my portfolio easily by either manually entering the transactions or by sending in my share contract confirmation emails for Navexa to import automatically. Very easy process.
I did have a couple of minor issues with entering in some more complicated trades but after contacting support was able to resolve the issue quickly.
Overall the software is very easy to use with fantastic customer support. Highly recommend.
DP
Daniel Phillips
Great software with fantastic customer support
I'm very happy with the Navexa software.
I have been able to add my shares to my portfolio easily by either manually entering the transactions or by sending in my share contract confirmation emails for Navexa to import automatically. Very easy process.
I did have a couple of minor issues with entering in some more complicated trades but after contacting support was able to resolve the issue quickly.
Overall the software is very easy to use with fantastic customer support. Highly recommend.
Jan 22, 2024
Jan 22, 2024
CU
customer recently upgraded
Great service and responsive to…
Great service and responsive to queries, thank you.
CU
customer recently upgraded
Great service and responsive to…
Great service and responsive to queries, thank you.
Jan 20, 2024
Jan 20, 2024
C
customer
Upgrading the plan from the Navexa…
Upgrading the plan from the Navexa portal was a breeze and features were available immediately good job.
C
customer
Upgrading the plan from the Navexa…
Upgrading the plan from the Navexa portal was a breeze and features were available immediately good job.
Jan 10, 2024
Jan 10, 2024
M
Mick
This app features a very good…
This app features a very good combination of functionality, intuitive interface, and price point. And, the response time to questions by Navarre is outstanding.
M
Mick
This app features a very good…
This app features a very good combination of functionality, intuitive interface, and price point. And, the response time to questions by Navarre is outstanding.
Jan 8, 2024
Jan 8, 2024
MR
Marcus Rowan
Onboarding system excellent
Onboarding system excellent. Free trial and support offered gives confidence in the product.
MR
Marcus Rowan
Onboarding system excellent
Onboarding system excellent. Free trial and support offered gives confidence in the product.
Jan 3, 2024
Jan 3, 2024
MH
Matthew Hesketh
The simplicity of it
The simplicity of it. It makes previously complex ideas seem simple.
MH
Matthew Hesketh
The simplicity of it
The simplicity of it. It makes previously complex ideas seem simple.
Jan 1, 2024
Jan 1, 2024
C
customer
An excellent attractively priced…
An excellent attractively priced product which has more features than I am looking for. Just one star taken off as the number of supported exchanges at time of writing is limited to ASX, NASDAQ, NYSE and recently added LSE. If the European exchanges were also supported I would give Navexa 5 stars.
C
customer
An excellent attractively priced…
An excellent attractively priced product which has more features than I am looking for. Just one star taken off as the number of supported exchanges at time of writing is limited to ASX, NASDAQ, NYSE and recently added LSE. If the European exchanges were also supported I would give Navexa 5 stars.
Dec 26, 2023
Dec 26, 2023
K
Ken
The best and easiest portfolio tracker
Brilliant service and very attentive and prompt support. Offers much more than I require but is easy to use and navigate.
Plans are reasonably priced but a Paypal option would be nice.
K
Ken
The best and easiest portfolio tracker
Brilliant service and very attentive and prompt support. Offers much more than I require but is easy to use and navigate.
Plans are reasonably priced but a Paypal option would be nice.
Dec 26, 2023
Dec 26, 2023