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Navexa

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Navexa tracks every investment, calculates your CGT, and generates ATO-ready tax reports.

  • Tiered subscription, billed annually
Facts from navexa.com, checked November 6, 2026.
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At a glance

  • Navexa is listed under Portfolio trackers, alongside Delta, DivTracker and getquin.
  • Navexa's lowest paid plan is Basic at A$20 per month, billed annually, as of November 6, 2026.
  • Navexa's pricing model: tiered subscription, billed annually.
  • Navexa offers a free trial (14 days).
  • Navexa works with CommSec, Pearler, Interactive Brokers, Claude and Cursor.
  • Navexa's main features: CGT calculation, Manual parcel selection, ATO MyTax reports, Broker sync, Roi AI agent, API and MCP server.
  • Navexa has a public API.
  • We haven't confirmed whether Navexa has a free plan.

Facts from navexa.com, checked November 6, 2026.

AI summary

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It's built only from what reviewers say: who it's best for, who should think twice, and what comes up again and again.

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What we know so far

Main features
CGT calculation, Manual parcel selection, ATO MyTax reports, Broker sync, Roi AI agent, API and MCP server
Works with
CommSec, Pearler, Interactive Brokers, Claude, Cursor
Free trial
14 days
Public API
Yes
Facts only, from the tool's website or its vendor. Opinions come from reviewers. Suggest a correction
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Pricing

Facts from navexa.com, checked November 6, 2026. Prices change, so confirm on their site.
  • BasicA$20As of November 6, 2026Per month, billed annually. 1 portfolio, unlimited holdings, broker integration and ATO MyTax report.
  • StandardA$25As of November 6, 2026Per month, billed annually. Up to 3 portfolios, unrealised CGT reporting and income calendar.
  • PremiumA$40As of November 6, 2026Per month, billed annually. Up to 10 portfolios, manual parcel selection and priority support.
  • ProA$180+As of November 6, 2026Per month, billed annually. Client portal, client and team management, billing options.

How Navexa compares

With other portfolio trackers, on the facts each website lists.

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