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
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
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
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
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
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
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
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
Does what it says on the box!
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.
May 18, 2021
Up to the minute portfolio information for a reasonable outlay.
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.
Jan 7, 2021
Clean interface and responsive team
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.
Jul 28, 2020