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Learn what Navexa does, who it’s for, what you can track, pricing, security and how the 14-day trial works.

Thinking about Navexa?

Set up your first portfolio, understand the core Navexa concepts, and learn the basic pages you’ll use day to day.

Getting started with Navexa

Ask questions about your portfolio, manage records with Roi, and control its access, approvals and data use.

Roi, your AI assistant

Manage login details, account settings, connected accounts, subscriptions, billing, promo codes, referrals and support information.

Account, billing & access

Add investment data to Navexa manually, by spreadsheet, by broker file, by contract note email, or through direct integrations.

Add & sync investment data

Manage portfolios, holdings, trades, transactions, groups, columns, ownership changes and portfolio cleanup.

Manage portfolios, holdings & transactions

Track dividends, distributions, DRPs, income payouts, cash accounts and income-related portfolio figures.

Income, dividends & cash

Run and customise reports to understand performance.

Reporting & analysis

Guides for shares and crypto — dividends, dividend reinvestment (DRP) and staking.

Tracking different asset types

Prepare your investment records for tax time, review tax readiness, manage CGT settings, and create Australian tax reports in Navexa.

Tax & ATO reporting

Help for using the Navexa mobile app on iOS and Android, including portfolios, holdings, transactions, reports, tax, income, connected accounts, and account settings.

Mobile app (iOS & Android)

Set up Navexa Pro, manage clients, assign portfolios, control team access and understand Pro permissions.

Navexa Pro

Everything you need to enter, build your 10-stock portfolio, and understand the rules and leaderboard.

Stock Genius (share market game)

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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