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

DQ

Daniel Quinn

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.

C

Chris

Easy setup. Stock updates from my Broker no problem. Cost effective.

JB

Jerry Burry

Responsive. Understand the problem and aim to meet customer satisfaction with a solution

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Richard

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.

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Sally

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.

M

Marc

Great service, does the job and more. It certainly beats the old way of keeping track of everything manually in excel.

MW

Matt Watson

Very easy purchasing process and a great product.

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RA

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.

BS

Bruce Sergent

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.

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Daniel

Quality service and product. Very happy thus far.

TB

Tony Blake

Very happy to date, I am a new user and once you learn how things work it’s pretty straight forward.

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TM

Loving it. Exactly what I was looking/hoping for.

C

Customer

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

B

Bruno

Best service and easy to use

C

Customer

Really pleased with the program, the only thing i would like to see was a cash account for sales.

IW

Ian Webbe

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!

B

BLQ

Constantly improving the product and adding new features, easy to subscribe if you need additional holdings/portfolios.

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Nan

Very easy to use. The site is very user friendly and cab see all my information very well and clean.

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Steven

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.

C

Customer

Share tracking made simple...

C

Customer

User friendly interface and very prompt response from customer service.

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Ed V

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.

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Peter

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.

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Milton

Good follow ups & prompts, program does more than I expected so I will enjoy getting to know it in more detail.

B

Brodie

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.

RH

Raymond Haynes

I think Navexa is the best software i have found for tracking share trading and the capital gsins tax implications of that trading.

M

Mark

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.

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Ian D

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.

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Coop

So easy to use. Gives clear picture of portfolio and very good value.

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Harry

Definitely the best online equities platform I have come across.

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PD

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.

C

Customer

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

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.

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Rob

It is always moving forward, easy to use and great reports.

SB

Sachin Bhatnagar

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 !!!

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K Drew

Handy app! good having all stats for investments in one place instead of switching between apps.

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Peter

Best portfolio management platform ever

JH

John Henderson

I have just joined Navexa and find it an excellent program, easy to use and well set out and staff very helpful.

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LJ

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.

A

Alex

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.

DB

David Bowen

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.

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Guru

great team and product

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John

Great product! I love the fast and informative responses. Looking forward to the new features and app upgrades coming soon!!

D

Denise

Great program that takes all the effort out of recording share trades and holdings.

BT

Ben Tenaglia

Great Product - Customer Service second to none. I've sent multiple emails and they've responded in 5 minutes. Ditch Sharesight, get Navexa

D

Don

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.

M

Matt

Very responsive support team, great functionality in the product and solid engagement for product enhancements. Looking forward to the continuing releases of a very strong product. Will shake up the competitors!

RZ

Ru Zhang

Great product, no more excel spreadsheet to track CGT. Easy to use and value for money compared to similar platform. Also, I'd like the customer focused development roadmaps. It is a nice touch!

GL

Gonzalo Larraquy

Great app to follow your stocks and crypto portfolio's performance (including dividends). Customer support is fast and very helpful! Totally recommend it.

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stoltobot

Communication was good. It was all good. I was able to get a discount for my existing subscription to a different service. Everything worked fine afterwards.

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Tony

I've been using Navexa for about a year and it is great software. It is good value for money, easy to use and the customer service is exceptional.

RH

Raymond Haynes

This is a fantastic application I use every day with my share traDING SOFTWARE. HIGHLY RECOMMENDED.

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Simon

Easy to use and gives me what I want to see, and is affordable.

AL

Ankit Bhaskar Lohani

very good site to track your investment in AU.

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Tom

I've used a number of portfolio tracking softwares and found navexa to be very easy and flexible to use and very good value

P

Paul

Really enjoying this product so far, they have thought of a lot of things and it does make it very easy to track shares and dividends as well as looking at your performance over a period of time. It delivers on the things it says it will do and the response from the developer when questions are asked is always fast.

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Julian

I have spent many hours evaluating different sites for monitoring the performance of my share portfolios including using DIY Excel etc. Navexa provides information on share dividends, tax reports, company info etc providing up to the minute information at my fingertips on all my devices, all for a reasonably outlay.

GK

Graham Klerks

I like it. The tax reporting is saving me time at tax time. The tracking of stocks and my wider portfolios is helping me to better gauge my performance than the app I was using previously. The customer service that Navarre provides is great.

D

David

This would be 5 STARS, but I am yet to reach the end of financial year to see how Navexa handles my tax reporting

J

Jon

One of the few portfolio trackers that allows you to track your performance on the ASX, with the NYSE and NASDAQ recently being added. Clean user interface with very reasonable pricing. Being newly launched, found some minor bugs which were immediately fixed upon feedback. Developers are very responsive and quick with their follow up to queries which is a joy. An exciting platform to use with new features being gradually introduced as the developers continue to improve the system.

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Steven Nikolovski

Great service

NP

Neville Pickering

excellent portfolio tracking, managing and reporting. Very responsive to fix issues.