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.

New AUD customers pay annually on Basic, Standard, Premium and Pro. The full annual amount is paid upfront; monthly billing is not available to new customers.

Existing monthly subscribers can stay on monthly billing while keeping their current plan. Changing plan moves the subscription to annual billing. Cancelling the subscription removes the monthly billing option.

Basic, Standard and Premium offer a 14-day free trial. Navexa Pro offers a 30-day trial. No credit card is required to start either trial.

Navexa Pro includes all Premium features, plus tools for firms managing client portfolios.

Every AUD plan includes Navexa’s core portfolio tracking and Australian tax reporting tools.

All plans include:

The main differences between Navexa plans are portfolio limits, reporting access, support level, custom holding groups, and client management features.

Basic is best for customers with one main portfolio who want core tracking and Australian tax reports at the lowest price. Basic includes one portfolio. To add more portfolios, upgrade to Standard or Premium.

Basic includes:

Basic does not include Unrealised CGT Reporting, Manual Parcel Selection, Portfolio Valuation Report, Performance Breakdown Report, Portfolio Contributions Report, Income Breakdown Report, or Income Calendar.

Standard is best for most investors who want more reporting control and up to three included portfolios.

Standard includes everything in Basic, plus:

Manual Parcel Selection is not included in new Standard subscriptions. Some existing Standard accounts retain access through grandfathering. Eligible accounts keep this access until they cancel their subscription. Contact Navexa Support if you need to confirm your account’s entitlement.

Premium is best for investors managing multiple entities, accounts, or family portfolios.

Premium includes everything in Standard, plus:

Premium is usually the best fit when you want the full individual investor feature set with more capacity and priority support.

Pro is best for accountants, advisers, family offices, and firms managing client portfolios.

Existing Navexa accounts cannot move between Navexa Pro and Basic, Standard or Premium through Billing & Subscription. Moving an existing account to Pro—or moving a Pro account to a non-Pro plan—must be arranged manually through Navexa Support.

Navexa Pro includes all Premium features, plus professional client-management features:

Pro uses separate per-portfolio billing and does not use the Standard and Premium extra portfolio add-ons.

Navexa Pro starts from five portfolios and is priced per portfolio, with annual billing:

The monthly amounts are equivalents; payment is annual. The general AUD pricing page presents Pro pricing for 20 portfolios. Smaller practices can start from five portfolios using the tiers above.

Check current Pro pricing on the financial advisers page or accountants page.

Every plan includes 24/7 AI support. Human support availability depends on your plan.

Eligible Standard and Premium customers can purchase extra portfolios without changing plans. Basic includes one portfolio. To add more portfolios, upgrade to Standard or Premium.

Standard and Premium can have up to 20 portfolios in total, including the portfolios already included in the plan.

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.

Scenarios lets you model hypothetical trades for supported AUD portfolios. Scenarios is currently available on Basic, Standard, Premium and Pro during the testing period. This access is temporary; plan availability may change after testing.

Use this table to compare the main AUD plan differences at a glance.

Choose the plan that matches the number of portfolios you need, the reports you use, and the support level you want.

You can upgrade or downgrade between available Basic, Standard and Premium plans from your account area.

If you currently pay monthly, changing plan moves your subscription to annual billing. Review the annual amount before confirming the change.

Although the button says Upgrade Plan, this page only lets you change between available Basic, Standard and Premium plans.

Moving an existing account to or from Pro is not available through Billing & Subscription.

Contact Navexa Support to arrange either change manually. If you’re moving to Pro, include the number of portfolios you expect to manage so the team can confirm pricing and arrange your setup.

Remember, this is general information, not personal financial advice.