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.
Manage login details, account settings, connected accounts, subscriptions, billing, promo codes, referrals and support information.
Add investment data to Navexa manually, by spreadsheet, by broker file, by contract note email, or through direct integrations.
Manage portfolios, holdings, trades, transactions, groups, columns, ownership changes and portfolio cleanup.
Track dividends, distributions, DRPs, income payouts, cash accounts and income-related portfolio figures.
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, review tax readiness, manage CGT settings, and create Australian tax reports in Navexa.
Help for using the Navexa mobile app on iOS and Android, including portfolios, holdings, transactions, reports, tax, income, connected accounts, and account settings.
Set up Navexa Pro, manage clients, assign portfolios, control team access and understand Pro permissions.
Everything you need to enter, build your 10-stock portfolio, and understand the rules and leaderboard.