Not a customer yet? Learn what Navexa does, who it’s for, what you can track, pricing, security and how the 14-day trial works.
Set up your first portfolio, understand the core Navexa concepts, and learn the basic pages you’ll use day to day.
Bring in data via manual entry, broker files, spreadsheets and direct integrations.
Manage holdings and portfolios day‑to‑day.
Run and customise reports to understand performance.
Guides for shares and crypto — dividends, dividend reinvestment (DRP) and staking.
Prepare your investment records for tax time, check capital gains and income data, and generate ATO-aligned reports from your Navexa portfolio.
Help guides for Navexa Pro features
Everything you need to enter, build your 10-stock portfolio, and understand the rules and leaderboard.
Track dividends, distributions, DRPs, income payouts, cash accounts and income-related portfolio figures.