This article helps Australian customers compare Navexa’s AUD plans and choose the plan that best fits their portfolio tracking, tax reporting, and support needs.
AUD Plans
Navexa’s AUD plans are for Australian customers paying in AUD.
AUD plans include Australian tax reporting features. Navexa does not currently offer tax reporting for other countries, so USD plans differ and do not include Australian tax reports.
For the latest prices, check the Navexa AUD pricing page before choosing a plan.
Billing Options
Navexa offers monthly and annual billing on eligible plans.
Annual billing gives you a lower monthly equivalent compared with paying month to month. A 14-day free trial is available, and no credit card is required to start.
Pro is billed differently from individual investor plans and is designed for firms managing client portfolios.
What Every Plan Includes
Every AUD plan includes Navexa’s core portfolio tracking and Australian tax reporting tools.
All plans include:
Broker integration.
Dividend income tracking.
Automatic Dividend Reinvestment Plan (DRP) tracking.
Tracking for unlisted investments.
Weekly performance summary.
Custom benchmarking.
Cash accounts.
Portfolio sharing.
Unlimited holdings.
Trade and dividend statement attachments.
ATO MyTax Report.
Capital Gains Tax Reporting.
Taxable Income Report.
Historical Cost reporting.
Key Plan Differences
The main differences between Navexa plans are portfolio limits, reporting access, support level, custom holding groups, and client management features.
Basic
Basic is best for customers with one main portfolio who want core tracking and Australian tax reports at the lowest price.
Basic includes:
1 included portfolio.
1 custom holding group.
Community support.
Core portfolio tracking.
Australian tax reports.
Basic does not include Unrealised CGT Reporting, Manual Parcel Selection, Portfolio Contributions Report, Dividend Contributions Report, or Income Calendar.
Standard
Standard is best for most investors who want more reporting control and up to three included portfolios.
Standard includes everything in Basic, plus:
1-3 included portfolios.
5 custom holding groups.
Standard support.
Unrealised CGT Reporting.
Manual Parcel Selection.
Portfolio Contributions Report.
Dividend Contributions Report.
Income Calendar.
Advanced analysis reports.
Premium
Premium is best for investors managing multiple entities, accounts, or family portfolios.
Premium includes everything in Standard, plus:
1-10 included portfolios.
10 custom holding groups.
Priority support.
Higher included portfolio limits.
Premium is usually the best fit when you want the full individual investor feature set with more capacity and priority support.
Pro
Pro is best for accountants, advisers, family offices, and firms managing client portfolios.
Pro includes everything in Premium, plus:
Client portal access.
Client management.
Team access.
Billing options.
Priority support.
Pro does not use extra portfolio add-ons in the same way as Basic, Standard, or Premium because Pro is designed around client portfolio workflows.
Extra Portfolios
Eligible Basic, Standard, and Premium customers can add extra portfolios without changing plans.
This is useful if you want to track another entity, SMSF, trust, company, family member, or separate investment account, but do not need to move to a higher feature tier.
Extra portfolios are charged based on your plan and billing frequency. The cost is shown before you confirm the change.
For the full walkthrough, see Add Extra Portfolios To Your Navexa Subscription.
Quick Comparison
Use this table to compare the main AUD plan differences at a glance.
Feature | Basic | Standard | Premium | Pro |
Included portfolios | 1 | 1-3 | 1-10 | Firm/client portfolio use |
Extra portfolios | Available | Available | Available | Not applicable |
Holdings | Unlimited | Unlimited | Unlimited | Unlimited |
Custom Holding Groups | 1 | 5 | 10 | 10 |
Support | Community | Standard | Priority | Priority |
Broker Integration | Yes | Yes | Yes | Yes |
Dividend Income Tracking | Yes | Yes | Yes | Yes |
Automatic DRP Tracking | Yes | Yes | Yes | Yes |
Cash Accounts | Yes | Yes | Yes | Yes |
Portfolio Sharing | Yes | Yes | Yes | Yes |
ATO MyTax Report | Yes | Yes | Yes | Yes |
Capital Gains Tax Reporting | Yes | Yes | Yes | Yes |
Taxable Income Report | Yes | Yes | Yes | Yes |
Unrealised CGT Reporting | No | Yes | Yes | Yes |
Manual Parcel Selection | No | Yes | Yes | Yes |
Benchmark Analysis Report | Yes | Yes | Yes | Yes |
Portfolio Diversification Report | Yes | Yes | Yes | Yes |
Portfolio Contributions Report | No | Yes | Yes | Yes |
Dividend Contributions Report | No | Yes | Yes | Yes |
Income Calendar | No | Yes | Yes | Yes |
Client portal | No | No | No | Yes |
Team access | No | No | No | Yes |
Billing options | No | No | No | Yes |
Who Should Choose What
Choose the plan that matches the number of portfolios you need, the reports you use, and the support level you want.
Basic: Best if you have one main portfolio and want core tracking, dividend tracking, and Australian tax reports.
Standard: Best if you want up to three included portfolios, Unrealised CGT Reporting, Manual Parcel Selection, and income planning tools.
Premium: Best if you manage several personal entities or accounts and want higher included limits with priority support.
Pro: Best if you manage client portfolios and need client portal access, team access, client management, and firm-level billing options.
Extra portfolios: Best if you only need more portfolio capacity and do not need a higher feature tier.
Change Your Plan
You can upgrade, downgrade, or change your billing frequency from your account area.
Click the Account icon in the top-right corner.
Select Billing & Subscription.
Select Upgrade Plan.
Review the available plans.
Choose the plan you want.
Follow the prompts to confirm your billing frequency.
Although the button says Upgrade Plan, this is also where you can choose from available plans and change your subscription.
Remember, this is general information, not personal financial advice.