This page is for Australian customers paying in AUD. The features and prices shown are for AUD plans. AUD plans include Australian tax reporting. We do not currently offer tax reporting services for other countries, so USD plans differ and do not include tax reporting.
Pricing
See https://www.navexa.com/au/pricing for the up-to-date pricing.
Annual vs Monthly Billing
Annual plans save 3 months. 14-day free trial on all plans. Six-month satisfaction
guarantee on every plan.
What every plan includes
You get the core tracking and tax tooling on all plans:
Broker integrations, dividend income tracking, and automatic DRP tracking
Unlisted investments, weekly performance summary, automatic trade adjustments
Custom benchmarking, cash accounts, portfolio sharing
Trade and dividend statement attachments
AU tax reports for all plans: ATO myTax, Taxable Income, Capital Gains Tax, Historical Cost, Standard CGT strategies
Key differences by plan
Basic
Portfolios: 1
Custom Holdings Groups: 1
Support: Community forum
Reports not included: Unrealized Capital Gains Tax Reporting, Manual Parcel Selection, Portfolio Contributions Report, Dividend Contributions Report, Income Calendar
Standard
Portfolios: 1–3
Custom Holdings Groups: 5
Support: Standard
Additions vs Basic: Unrealized CGT, Manual Parcel Selection, Portfolio Contributions, Dividend Contributions, Income Calendar
Premium
Portfolios: 1–10
Custom Holdings Groups: 10
Support: Priority
Best for: Investors managing many portfolios who want the Standard feature set with higher limits and priority support
Pro
Portfolios: 11+
Custom Holdings Groups: 10
Support: Priority
Best for: Accountants, advisors and family offices. Includes everything in Premium plus client portal access
Quick comparison
| Basic | Standard | Premium | Pro |
Portfolios | 1 | 1–3 | 1–10 | 11+ |
Custom Holdings Groups | 1 | 5 | 10 | 10 |
Support level | Community | Standard | Priority | Priority |
Unrealized CGT Report | ✗ | ✓ | ✓ | ✓ |
Manual Parcel Selection | ✗ | ✓ | ✓ | ✓ |
Portfolio Contributions Report | ✗ | ✓ | ✓ | ✓ |
Dividend Contributions Report | ✗ | ✓ | ✓ | ✓ |
Income Calendar | ✗ | ✓ | ✓ | ✓ |
All tax features listed above apply to Australian tax reporting.
Who should choose what
Basic: One portfolio, core tracking and AU tax reports, lowest price
Standard: Up to three portfolios, adds unrealized CGT and parcel control, most users start here
Premium: Power users with many entities or accounts who want higher limits and priority support
Pro: Firms managing many client portfolios, need priority support and a client portal
How to upgrade or change plans
In the app, go to Settings (cog icon top right) → Change Plan. Select your plan and confirm annual or monthly billing.