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
IA
Instep Wealth Advisers
Excellent support
Excellent support - minor teething issues - one of which was my mistake - overall, great product as it has the features I need for my practice portfolios.
IA
Instep Wealth Advisers
Excellent support
Excellent support - minor teething issues - one of which was my mistake - overall, great product as it has the features I need for my practice portfolios.
Dec 23, 2023
Dec 23, 2023
A
Angus
Share tracker focused on Australia consumers
The product is great, but the service is absolutely out of this world! Genuine customer focus, the team is always striving for improvements and to implement customer feedback.
A
Angus
Share tracker focused on Australia consumers
The product is great, but the service is absolutely out of this world! Genuine customer focus, the team is always striving for improvements and to implement customer feedback.
Dec 16, 2023
Dec 16, 2023
P
PM
Very useful tool for portfolio tracking…
Very useful tool for portfolio tracking at a reasonable price.
P
PM
Very useful tool for portfolio tracking…
Very useful tool for portfolio tracking at a reasonable price.
Dec 14, 2023
Dec 14, 2023
R
Rahul
Great portfolio tracker for a serious investor, all in one place!
+ Friendly and quick to respond to queries
+ Has integrations with popular brokerage platforms.
+ Allows comparison between a base line portfolio ( like S&P 500 ) and your portfolio and shows a chart. So you get to see how your portfolio selection compares to something like S&P 500
+ Supports Crypto - the holdings has to be added manually
+ Has a mobile app too
R
Rahul
Great portfolio tracker for a serious investor, all in one place!
+ Friendly and quick to respond to queries
+ Has integrations with popular brokerage platforms.
+ Allows comparison between a base line portfolio ( like S&P 500 ) and your portfolio and shows a chart. So you get to see how your portfolio selection compares to something like S&P 500
+ Supports Crypto - the holdings has to be added manually
+ Has a mobile app too
Dec 6, 2023
Dec 6, 2023
E
Emmett
Great service and quick response to any queries. Great tool for any investor
E
Emmett
Great service and quick response to any queries. Great tool for any investor
Oct 25, 2023
Oct 25, 2023
Craig Burns
Navexa has always been good but now 3.0 puts everything on the same view making it easy to compare performance of my holdings.
It is now really powerful with its filtering and is still great value.
Craig Burns
Navexa has always been good but now 3.0 puts everything on the same view making it easy to compare performance of my holdings.
It is now really powerful with its filtering and is still great value.
Oct 30, 2023
Oct 30, 2023
T
Tim
Great product, very intuitive to link multiple brokers. My accountant loved the tax reporting too. The team are very responsive to tech support or feature requests.
T
Tim
Great product, very intuitive to link multiple brokers. My accountant loved the tax reporting too. The team are very responsive to tech support or feature requests.
Nov 24, 2023
Nov 24, 2023
Steven Bloom
Navexa has made tracking dividends and submitting tax reports significantly easier. It has helped me understand the value of my portfolio and the returns I'm getting. Overall, an easy tool to use that is definitely worth the investment. It saves me time and effort. It's so simple to use.
Steven Bloom
Navexa has made tracking dividends and submitting tax reports significantly easier. It has helped me understand the value of my portfolio and the returns I'm getting. Overall, an easy tool to use that is definitely worth the investment. It saves me time and effort. It's so simple to use.
Nov 24, 2023
Nov 24, 2023
C
customer
Does everything I need it to do
Does everything I need it to do, especially around tax time. Thanks Navarre!
C
customer
Does everything I need it to do
Does everything I need it to do, especially around tax time. Thanks Navarre!
Dec 2, 2023
Dec 2, 2023
S
Shaun
I had a few difficulties with the…
I had a few difficulties with the billing/coupon code. All was rectified promptly.
Looking forward to using the software.
S
Shaun
I had a few difficulties with the…
I had a few difficulties with the billing/coupon code. All was rectified promptly.
Looking forward to using the software.
Nov 30, 2023
Nov 30, 2023
ST
Siew - Lee Thoo
Easy to navigate- good value.
Easy to navigate- good value.
Trialed awhile back, but didn't integrate with my preferred broker. Seems to be ver responsive team making a lot of development progress and great interface. Thought I'd use the Black Friday sale to trial again
ST
Siew - Lee Thoo
Easy to navigate- good value.
Easy to navigate- good value.
Trialed awhile back, but didn't integrate with my preferred broker. Seems to be ver responsive team making a lot of development progress and great interface. Thought I'd use the Black Friday sale to trial again
Nov 25, 2023
Nov 25, 2023
C
Craig P
A really great product for a very…
A really great product for a very competitive price. Not sure why you’d use any other option.
C
Craig P
A really great product for a very…
A really great product for a very competitive price. Not sure why you’d use any other option.
Oct 30, 2023
Oct 30, 2023
BM
Bob McAllan
Great product with great support. Written for share traders and investors who need a clear view of their portfolio now and at tax time.
BM
Bob McAllan
Great product with great support. Written for share traders and investors who need a clear view of their portfolio now and at tax time.
Oct 25, 2023
Oct 25, 2023
C
customer
Good CGT software
The software itself makes preparing capital gains tax quite easy. I had an issue with billing but was contacted by support who fixed my problem.
C
customer
Good CGT software
The software itself makes preparing capital gains tax quite easy. I had an issue with billing but was contacted by support who fixed my problem.
Oct 18, 2023
Oct 18, 2023
GS
GREG SILVER
V Good cloud software
Prompt response and easy processing of membership
GS
GREG SILVER
V Good cloud software
Prompt response and easy processing of membership
Oct 16, 2023
Oct 16, 2023
D
DC
Overall good experience
Overall good experience. Very handy tool to track record of my stock trading and long term investment performance.
D
DC
Overall good experience
Overall good experience. Very handy tool to track record of my stock trading and long term investment performance.
Oct 10, 2023
Oct 10, 2023
G
Gautam
Excellent product and excellent service
Excellent product and excellent service
G
Gautam
Excellent product and excellent service
Excellent product and excellent service
Oct 9, 2023
Oct 9, 2023
S
Skug
A Near Perfect App
I could go on and on about Navexa, suffice it to say it is a near perfect app and improvements are being made all the time, it's a long gap to second. It is also a fine example of how to do a dark mode correctly. Navexa has a big future.
S
Skug
A Near Perfect App
I could go on and on about Navexa, suffice it to say it is a near perfect app and improvements are being made all the time, it's a long gap to second. It is also a fine example of how to do a dark mode correctly. Navexa has a big future.
Oct 9, 2023
Oct 9, 2023
GB
Geoff Bryce
Navexa is a fuss free, very economical product that keeps track of your trades, portfolio movements, dividends and distributions. There is a suite of reports that keep track of your financial position.
It is updated very regularly, and users suggestions are always taken on board for future improvements.
GB
Geoff Bryce
Navexa is a fuss free, very economical product that keeps track of your trades, portfolio movements, dividends and distributions. There is a suite of reports that keep track of your financial position.
It is updated very regularly, and users suggestions are always taken on board for future improvements.
Sep 11, 2023
Sep 11, 2023
J
Jorden
Excellent platform
Excellent platform. Tracks stocks, etfs, crypto, currency, custom investments. Good charting and analytic tools
J
Jorden
Excellent platform
Excellent platform. Tracks stocks, etfs, crypto, currency, custom investments. Good charting and analytic tools
Sep 9, 2023
Sep 9, 2023
MD
Mathew Drake
I completed a free trial and I am a convert from Sharesight due to the features and price. I now use the basic plan and feel very satisfied with what it provides for the price.
MD
Mathew Drake
I completed a free trial and I am a convert from Sharesight due to the features and price. I now use the basic plan and feel very satisfied with what it provides for the price.
Jun 11, 2023
Jun 11, 2023
DT
Declan Thomas
Best share trading, tax and performance reporting tool out there. Value for money.
DT
Declan Thomas
Best share trading, tax and performance reporting tool out there. Value for money.
Sep 6, 2023
Sep 6, 2023
R
Robert
Easy process to join plans are quite…
Easy process to join plans are quite comprehensive for retail investors
R
Robert
Easy process to join plans are quite…
Easy process to join plans are quite comprehensive for retail investors
Aug 9, 2023
Aug 9, 2023
C
Chantelle
Would recommend
Like the layout and features. Support for swyftx would be good. Another idea if alert feature when certain shares are down a % to help trigger DCA investments
C
Chantelle
Would recommend
Like the layout and features. Support for swyftx would be good. Another idea if alert feature when certain shares are down a % to help trigger DCA investments
May 9, 2023
May 9, 2023
NG
Nick Granger
Navexa has been a revelation. I'd long used Navexa's rival in this field and gave Navexa a shot via a 2 week trial to see if it could be nearly as good. It exceeded my every expectation, super intuitive to use, more user friendly and true commitment to customer service in actions, not just words! e.g I gave feedback on a possible improvement and they implemented it within 48hrs.
Their pricing is terrific and nearly half their chief rival for the same or superior tiered services - meaning that average investors can justify using for just a few reports a year etc. I highly recommend Navexa who are constantlyimproving an already superb product offering. I hope small investors like myself continue to support them as the service and competition they provide in this area is much needed and invaluable to investors in many ways.
NG
Nick Granger
Navexa has been a revelation. I'd long used Navexa's rival in this field and gave Navexa a shot via a 2 week trial to see if it could be nearly as good. It exceeded my every expectation, super intuitive to use, more user friendly and true commitment to customer service in actions, not just words! e.g I gave feedback on a possible improvement and they implemented it within 48hrs.
Their pricing is terrific and nearly half their chief rival for the same or superior tiered services - meaning that average investors can justify using for just a few reports a year etc. I highly recommend Navexa who are constantlyimproving an already superb product offering. I hope small investors like myself continue to support them as the service and competition they provide in this area is much needed and invaluable to investors in many ways.
May 9, 2023
May 9, 2023
V
Vince
Easy to navigate and user friendly…
Easy to navigate and user friendly interface
V
Vince
Easy to navigate and user friendly…
Easy to navigate and user friendly interface
Mar 9, 2023
Mar 9, 2023
N
Nic
Best Value Portfolio Manager
Navexa saves me days when filling in my tax return. It gives me a true picture of my share returns. I liked that I could add my own custom investments. For example, my shares in a small unlisted company. It's reasonably priced. The functionality continues to evolve. The user interface could be more polished. The cash management functionality still requires a lot of manual entry. This review is for the web application. I don't use the mobile app.
N
Nic
Best Value Portfolio Manager
Navexa saves me days when filling in my tax return. It gives me a true picture of my share returns. I liked that I could add my own custom investments. For example, my shares in a small unlisted company. It's reasonably priced. The functionality continues to evolve. The user interface could be more polished. The cash management functionality still requires a lot of manual entry. This review is for the web application. I don't use the mobile app.
Mar 9, 2023
Mar 9, 2023
C
Chris
Superb Platform for monitoring my stocks/crypto and other assets. Easy to setup and get started.
Great reporting tools and many other features.
Highly recommended
C
Chris
Superb Platform for monitoring my stocks/crypto and other assets. Easy to setup and get started.
Great reporting tools and many other features.
Highly recommended
Feb 26, 2023
Feb 26, 2023
D
Donna
A fabulous tools for tracking share…
A fabulous tools for tracking share income and CGT at tax time. Lots of features to monitor your share portfolio. Great value. Fast response time to any questions. 5 stars all the way!
D
Donna
A fabulous tools for tracking share…
A fabulous tools for tracking share income and CGT at tax time. Lots of features to monitor your share portfolio. Great value. Fast response time to any questions. 5 stars all the way!
Feb 9, 2023
Feb 9, 2023
S
Shaun
Good value subscription model
Good value subscription model, dividend income reporting is accurate, end of year tax reporting saves a lot of time, particularly when holding overseas equities. Charting features are useful.
S
Shaun
Good value subscription model
Good value subscription model, dividend income reporting is accurate, end of year tax reporting saves a lot of time, particularly when holding overseas equities. Charting features are useful.
Feb 9, 2023
Feb 9, 2023
BH
Bradley Harding
Navexa, a great option
Easy platform to use for share portfolio management. Easy to Navigate. Fairly priced. 5/5 for responding to queries.
BH
Bradley Harding
Navexa, a great option
Easy platform to use for share portfolio management. Easy to Navigate. Fairly priced. 5/5 for responding to queries.
Feb 9, 2023
Feb 9, 2023
R
Richard
Straight forward Program
Straight forward Program Giving all the states needed to manage your investment, having all the financial at your fingertips
R
Richard
Straight forward Program
Straight forward Program Giving all the states needed to manage your investment, having all the financial at your fingertips
Feb 9, 2023
Feb 9, 2023
C
Chris
Navexa offers great insight into ones share portfolios
Navexa is a great tool to manage my share portfolios. It is replacing software that I used previously, and that thought was quite capable, however it is no longer maintained. Moving to Navexa has vastly simplified my data entry and allows me to get a great deal more insight into my financial situation than I had previously.
C
Chris
Navexa offers great insight into ones share portfolios
Navexa is a great tool to manage my share portfolios. It is replacing software that I used previously, and that thought was quite capable, however it is no longer maintained. Moving to Navexa has vastly simplified my data entry and allows me to get a great deal more insight into my financial situation than I had previously.
Feb 9, 2023
Feb 9, 2023
H
Hendrik
A great portfolio tracker
A great portfolio tracker with intuitive interface, great response from the team and continuous improvements.
H
Hendrik
A great portfolio tracker
A great portfolio tracker with intuitive interface, great response from the team and continuous improvements.
Feb 9, 2023
Feb 9, 2023
DQ
Daniel Quinn
Navexa - A great experience
Where Navexa outshines their competitors is their responsiveness as the platform grows. This has been the highlight for me, and the main reason why I am now a subscriber! This coupled with their competitive price point and comparable feature set made it a no brainer on which one to go with for my SMSF.
DQ
Daniel Quinn
Navexa - A great experience
Where Navexa outshines their competitors is their responsiveness as the platform grows. This has been the highlight for me, and the main reason why I am now a subscriber! This coupled with their competitive price point and comparable feature set made it a no brainer on which one to go with for my SMSF.
Feb 7, 2023
Feb 7, 2023
C
Chris
Easy setup
Easy setup. Stock updates from my Broker no problem. Cost effective.
C
Chris
Easy setup
Easy setup. Stock updates from my Broker no problem. Cost effective.
Jan 29, 2023
Jan 29, 2023
JB
Jerry Burry
Responsive solution provider
Responsive. Understand the problem and aim to meet customer satisfaction with a solution
JB
Jerry Burry
Responsive solution provider
Responsive. Understand the problem and aim to meet customer satisfaction with a solution
Jan 25, 2023
Jan 25, 2023
R
Richard
I first used Navexa in July 2022 by…
I first used Navexa in July 2022 by using the free trial and was very impressed with the program which was extremely useful to track my portfolio. I also used the information for confirming both my stockbrokers data and accountants use of it. Would recommend the free trial and see if it's right for you.
R
Richard
I first used Navexa in July 2022 by…
I first used Navexa in July 2022 by using the free trial and was very impressed with the program which was extremely useful to track my portfolio. I also used the information for confirming both my stockbrokers data and accountants use of it. Would recommend the free trial and see if it's right for you.
Oct 14, 2022
Oct 14, 2022
S
Sally
Love the UI and how easy it is to use
Love the UI, easy to use. The feature for upcoming dividends is fantastic except that I now know how much I can put on my credit card 😉. What would make it even better is the addition of an in specie dividend feature.
S
Sally
Love the UI and how easy it is to use
Love the UI, easy to use. The feature for upcoming dividends is fantastic except that I now know how much I can put on my credit card 😉. What would make it even better is the addition of an in specie dividend feature.
Sep 5, 2022
Sep 5, 2022
M
Marc
Great Service
Great service, does the job and more. It certainly beats the old way of keeping track of everything manually in excel.
M
Marc
Great Service
Great service, does the job and more. It certainly beats the old way of keeping track of everything manually in excel.
Jul 15, 2022
Jul 15, 2022
MW
Matt Watson
Very easy purchasing process and a…
Very easy purchasing process and a great product.
MW
Matt Watson
Very easy purchasing process and a…
Very easy purchasing process and a great product.
Jun 10, 2022
Jun 10, 2022
R
RA
Excellent product, with room to grow
Early days of usage, but I can already see how Navexa materially improves investor productivity. Also, having test drove a few of its peers/alternatives simultaneously over a few days, I felt Navexa’s ‘user experience’ in both web and mobile app formats is significantly ahead of its peers. I am looking forward to its reporting capability as tax time comes around as it looks promising.
R
RA
Excellent product, with room to grow
Early days of usage, but I can already see how Navexa materially improves investor productivity. Also, having test drove a few of its peers/alternatives simultaneously over a few days, I felt Navexa’s ‘user experience’ in both web and mobile app formats is significantly ahead of its peers. I am looking forward to its reporting capability as tax time comes around as it looks promising.
May 30, 2022
May 30, 2022
BS
Bruce Sergent
No need to look anywhere else.
After creating my account, I found this software to be absolutely simple to set up my portfolio. I imported all my transactions from my broker and away I went. Easy to learn what to do. Very happy with my decision to use Navexa.
BS
Bruce Sergent
No need to look anywhere else.
After creating my account, I found this software to be absolutely simple to set up my portfolio. I imported all my transactions from my broker and away I went. Easy to learn what to do. Very happy with my decision to use Navexa.
May 22, 2022
May 22, 2022
D
Daniel
Quality service and product
Quality service and product. Very happy thus far.
D
Daniel
Quality service and product
Quality service and product. Very happy thus far.
May 8, 2022
May 8, 2022
TB
Tony Blake
Very happy to date
Very happy to date, I am a new user and once you learn how things work it’s pretty straight forward.
TB
Tony Blake
Very happy to date
Very happy to date, I am a new user and once you learn how things work it’s pretty straight forward.
May 4, 2022
May 4, 2022
T
TM
Loving it.
Loving it. Exactly what I was looking/hoping for.
T
TM
Loving it.
Loving it. Exactly what I was looking/hoping for.
Apr 20, 2022
Apr 20, 2022
C
Customer
Feature Rich, Easy to Use
Very impressed with the features of this package & analysis tools. Very easy to use. Will no doubt save a lot of headaches around tax time
C
Customer
Feature Rich, Easy to Use
Very impressed with the features of this package & analysis tools. Very easy to use. Will no doubt save a lot of headaches around tax time
Apr 4, 2022
Apr 4, 2022
B
Bruno
Best!
Best service and easy to use
B
Bruno
Best!
Best service and easy to use
Mar 29, 2022
Mar 29, 2022
C
Customer
Really pleased with the program
Really pleased with the program, the only thing i would like to see was a cash account for sales.
C
Customer
Really pleased with the program
Really pleased with the program, the only thing i would like to see was a cash account for sales.
Mar 17, 2022
Mar 17, 2022
IW
Ian Webbe
Fantastic Portfolio Management…
Fantastic Portfolio Management software. I transferred my portfolio from Sharesight as I found Navexa to be more modern, usable and seems to be constantly evolving and growing, where I think Sharesight has gotten stagnant (Navexa's app especially is worlds better than the Sharesight app). Communication has been fantastic to date and very responsive. Highly recommended in my experience so far!
IW
Ian Webbe
Fantastic Portfolio Management…
Fantastic Portfolio Management software. I transferred my portfolio from Sharesight as I found Navexa to be more modern, usable and seems to be constantly evolving and growing, where I think Sharesight has gotten stagnant (Navexa's app especially is worlds better than the Sharesight app). Communication has been fantastic to date and very responsive. Highly recommended in my experience so far!
Mar 13, 2022
Mar 13, 2022
B
BLQ
Good Experience!
Constantly improving the product and adding new features, easy to subscribe if you need additional holdings/portfolios.
B
BLQ
Good Experience!
Constantly improving the product and adding new features, easy to subscribe if you need additional holdings/portfolios.
Mar 3, 2022
Mar 3, 2022
N
Nan
Very easy to use
Very easy to use. The site is very user friendly and cab see all my information very well and clean.
N
Nan
Very easy to use
Very easy to use. The site is very user friendly and cab see all my information very well and clean.
Feb 9, 2022
Feb 9, 2022
S
Steven
A Great Portfolio Monitor
I was impressed with the ease of setting up the portfolios and the reporting features. In particular displaying the currency change for those overseas instruments. The subscription price is reasonable as it does save significant time and effort monitoring investments and there are regular enhancements to the software. Support is available and queries are answered quickly.
S
Steven
A Great Portfolio Monitor
I was impressed with the ease of setting up the portfolios and the reporting features. In particular displaying the currency change for those overseas instruments. The subscription price is reasonable as it does save significant time and effort monitoring investments and there are regular enhancements to the software. Support is available and queries are answered quickly.
Feb 2, 2022
Feb 2, 2022
C
Customer
Share tracking made simple...
Share tracking made simple...
C
Customer
Share tracking made simple...
Share tracking made simple...
Jan 30, 2022
Jan 30, 2022
C
Customer
User friendly interface and very prompt…
User friendly interface and very prompt response from customer service.
C
Customer
User friendly interface and very prompt…
User friendly interface and very prompt response from customer service.
Jan 29, 2022
Jan 29, 2022
E
Ed V
Great service from Navexa
The service from Navexa is nothing short of excellent. With a number of features still to be added, users can look forward to a very good portfolio-tracking platform that will only continue to improve. I'm very impressed.
E
Ed V
Great service from Navexa
The service from Navexa is nothing short of excellent. With a number of features still to be added, users can look forward to a very good portfolio-tracking platform that will only continue to improve. I'm very impressed.
Jan 18, 2022
Jan 18, 2022
P
Peter
Had some difficulty getting started
Had some difficulty getting started, but queries were promptly acted on. Customer service is outstanding. Can see this will be extremely useful in managing my portfolio.
P
Peter
Had some difficulty getting started
Had some difficulty getting started, but queries were promptly acted on. Customer service is outstanding. Can see this will be extremely useful in managing my portfolio.
Jan 1, 2022
Jan 1, 2022
M
Milton
Good follow ups & prompts
Good follow ups & prompts, program does more than I expected so I will enjoy getting to know it in more detail.
M
Milton
Good follow ups & prompts
Good follow ups & prompts, program does more than I expected so I will enjoy getting to know it in more detail.
Dec 13, 2021
Dec 13, 2021
B
Brodie
Navexa - an idea worth getting behind
Great website and software, the customer support is fantastic too. Still having a few annoying issues with certain features of the website especially around adding holdings to my portfolio but the bugs are being ironed out regularly.
B
Brodie
Navexa - an idea worth getting behind
Great website and software, the customer support is fantastic too. Still having a few annoying issues with certain features of the website especially around adding holdings to my portfolio but the bugs are being ironed out regularly.
Dec 9, 2021
Dec 9, 2021
RH
Raymond Haynes
I think Navexa is the best software
I think Navexa is the best software i have found for tracking share trading and the capital gsins tax implications of that trading.
RH
Raymond Haynes
I think Navexa is the best software
I think Navexa is the best software i have found for tracking share trading and the capital gsins tax implications of that trading.
Dec 3, 2021
Dec 3, 2021
M
Mark
The platform has provided the right solution.
The platform has allowed me to better understand where my investments are and provide solid tracking detail. The reporting is also very important for my accountant, tracking everything in one single solution and no spreadsheets.
M
Mark
The platform has provided the right solution.
The platform has allowed me to better understand where my investments are and provide solid tracking detail. The reporting is also very important for my accountant, tracking everything in one single solution and no spreadsheets.
Nov 30, 2021
Nov 30, 2021
I
Ian D
An excellent experience from the free trial
An excellent experience from the free trial that enabled a thorough examination using real data to the easy subscription. Navexa is now doing the administration work for me so I can concentrate on my portfolio.
I
Ian D
An excellent experience from the free trial
An excellent experience from the free trial that enabled a thorough examination using real data to the easy subscription. Navexa is now doing the administration work for me so I can concentrate on my portfolio.
Nov 20, 2021
Nov 20, 2021
C
Coop
So easy to use
So easy to use. Gives clear picture of portfolio and very good value.
C
Coop
So easy to use
So easy to use. Gives clear picture of portfolio and very good value.
Nov 18, 2021
Nov 18, 2021
H
Harry
Definitely the best online equities…
Definitely the best online equities platform I have come across.
H
Harry
Definitely the best online equities…
Definitely the best online equities platform I have come across.
Nov 16, 2021
Nov 16, 2021
P
PD
Excellent product
Excellent product. The initial download needs to augmented of course, because some share transactions happen off-market, like dividend reinvestment and direct share purchase entitlements…but modify them straight away and you’re off and running.
P
PD
Excellent product
Excellent product. The initial download needs to augmented of course, because some share transactions happen off-market, like dividend reinvestment and direct share purchase entitlements…but modify them straight away and you’re off and running.
Nov 11, 2021
Nov 11, 2021
C
Customer
New features / New plans
The new features on the app are great. Also excited about the improvements in the new plans. Fantastic app, good to see it keeps evolving to a great product
C
Customer
New features / New plans
The new features on the app are great. Also excited about the improvements in the new plans. Fantastic app, good to see it keeps evolving to a great product
Nov 10, 2021
Nov 10, 2021
C
Customer
Best portfolio tracker around
Navexa is the best portfolio tracker I have come across. Sleek interface, easy to use, and far better value than competitors like Sharesight which I have used in the past.
C
Customer
Best portfolio tracker around
Navexa is the best portfolio tracker I have come across. Sleek interface, easy to use, and far better value than competitors like Sharesight which I have used in the past.
Nov 8, 2021
Nov 8, 2021
R
Rob
It is always moving forward
It is always moving forward, easy to use and great reports.
R
Rob
It is always moving forward
It is always moving forward, easy to use and great reports.
Oct 31, 2021
Oct 31, 2021
SB
Sachin Bhatnagar
Navexa very much a customer centric tool
Navexa support is excellent. They listen to customer and believe in adding the features based on the request from the community. It is not only a cost effective portfolio solution but also a very customer centric. Keep up the good work !!!
SB
Sachin Bhatnagar
Navexa very much a customer centric tool
Navexa support is excellent. They listen to customer and believe in adding the features based on the request from the community. It is not only a cost effective portfolio solution but also a very customer centric. Keep up the good work !!!
Oct 21, 2021
Oct 21, 2021
D
K Drew
Handy app.
Handy app! good having all stats for investments in one place instead of switching between apps.
D
K Drew
Handy app.
Handy app! good having all stats for investments in one place instead of switching between apps.
Oct 20, 2021
Oct 20, 2021
P
Peter
THE BEST !!!
Best portfolio management platform ever
P
Peter
THE BEST !!!
Best portfolio management platform ever
Oct 19, 2021
Oct 19, 2021
JH
John Henderson
I have just joined Navexa and find it…
I have just joined Navexa and find it an excellent program, easy to use and well set out and staff very helpful.
JH
John Henderson
I have just joined Navexa and find it…
I have just joined Navexa and find it an excellent program, easy to use and well set out and staff very helpful.
Oct 13, 2021
Oct 13, 2021
L
LJ
Trialled and now annual subscriber
I'd created a very capable spreadsheet to manage my shares including live links to automate updates and calculate cgt/income. A trial of Navexa showed data input time and analysis time was reduced by 80% with this product - well worth the annual cost to minimise the impact on my time. Not to mention that the spreadsheet product hasn't allowed live link updates to the mobile version (and in 2021). Any idea's and issues have been quickly responded to by knowledgeable persons with authority, including the founder on a couple of occasions. This has led to improvements and a sense of being included. Previously my ideas resulted in hours of Excel work for something which ultimately may not be of a benefit or possible. Now I post on the forum in a couple of minutes and a qualified team determine the likely benefit and design and implement if positive.
L
LJ
Trialled and now annual subscriber
I'd created a very capable spreadsheet to manage my shares including live links to automate updates and calculate cgt/income. A trial of Navexa showed data input time and analysis time was reduced by 80% with this product - well worth the annual cost to minimise the impact on my time. Not to mention that the spreadsheet product hasn't allowed live link updates to the mobile version (and in 2021). Any idea's and issues have been quickly responded to by knowledgeable persons with authority, including the founder on a couple of occasions. This has led to improvements and a sense of being included. Previously my ideas resulted in hours of Excel work for something which ultimately may not be of a benefit or possible. Now I post on the forum in a couple of minutes and a qualified team determine the likely benefit and design and implement if positive.
Oct 9, 2021
Oct 9, 2021
A
Alex
Highly recommend.
A very functional program that is iterating with new features. Takes all the hassle out of portfolio management and tax time. Customer service are receptive and responsive. Would definitely recommend.
A
Alex
Highly recommend.
A very functional program that is iterating with new features. Takes all the hassle out of portfolio management and tax time. Customer service are receptive and responsive. Would definitely recommend.
Oct 8, 2021
Oct 8, 2021
DB
David Bowen
I was using a competitor for awhile
I was using a competitor for awhile, I found Navexa and never looked back. The interface is far superior, the service is better, and most importantly to me, the cost is far cheaper. Over all im very happy I switched.
DB
David Bowen
I was using a competitor for awhile
I was using a competitor for awhile, I found Navexa and never looked back. The interface is far superior, the service is better, and most importantly to me, the cost is far cheaper. Over all im very happy I switched.
Oct 8, 2021
Oct 8, 2021
G
Guru
great team and product
great team and product
G
Guru
great team and product
great team and product
Sep 30, 2021
Sep 30, 2021
J
John
Best Portfolio tracker
Great product! I love the fast and informative responses. Looking forward to the new features and app upgrades coming soon!!
J
John
Best Portfolio tracker
Great product! I love the fast and informative responses. Looking forward to the new features and app upgrades coming soon!!
Sep 29, 2021
Sep 29, 2021
D
Denise
Great Program
Great program that takes all the effort out of recording share trades and holdings.
D
Denise
Great Program
Great program that takes all the effort out of recording share trades and holdings.
Sep 14, 2021
Sep 14, 2021
BT
Ben Tenaglia
Great Product - Amazing Customer Service
Great Product - Customer Service second to none. I've sent multiple emails and they've responded in 5 minutes. Ditch Sharesight, get Navexa
BT
Ben Tenaglia
Great Product - Amazing Customer Service
Great Product - Customer Service second to none. I've sent multiple emails and they've responded in 5 minutes. Ditch Sharesight, get Navexa
Sep 12, 2021
Sep 12, 2021
D
Don
Excellent
Haven’t had the chance to checkout all the options yet but looks great from what I’ve seen. The customer service could not be better.
D
Don
Excellent
Haven’t had the chance to checkout all the options yet but looks great from what I’ve seen. The customer service could not be better.
Sep 6, 2021
Sep 6, 2021