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Getting Started with Navexa
Set up your account, learn the basics and start navigating Navexa with confidence.
Adding & Importing Investment Data
Bring in data via manual entry, broker files, spreadsheets and direct integrations.
Portfolio Management
Manage holdings and portfolios day‑to‑day.
Reporting & Analysis
Run and customise reports to understand performance.
Tracking Different Asset Types
Guides for shares and crypto — dividends, dividend reinvestment (DRP) and staking.
Tax & ATO Reporting
Configure CGT and income settings and generate ATO-aligned reports. General information only.
Mobile App
Navexa Pro
Help guides for Navexa Pro features