This page is for global customers paying in USD. USD plans have different pricing and do not include any tax reporting.
If you’re an Australian customer paying in AUD (with AU tax reporting), see the AU page instead.
Pricing
See the up-to-date USD pricing: https://www.navexa.com/pricing
What every USD plan includes
Core portfolio tracking on all plans:
Broker integrations, dividend income tracking, automatic DRP tracking
Track unlisted investments, weekly performance summary, automatic trade adjustments
Custom benchmarking, cash accounts, portfolio sharing
Trade and dividend statement attachments
Key differences by plan
Basic
Portfolios: 1
Custom Holdings Groups: 1
Support: Community forum
Reports not included: Portfolio Contributions Report, Dividend Contributions Report, Income Calendar
Standard
Portfolios: 1–3
Custom Holdings Groups: 5
Support: Standard
Adds vs Basic: Portfolio Contributions Report, Dividend Contributions Report, Income Calendar
Premium
Portfolios: 1–10
Custom Holdings Groups: 10
Support: Priority
Best for: Investors managing many portfolios who want higher limits with the Standard feature set
Pro
Portfolios: 11+
Custom Holdings Groups: 10
Support: Priority
Best for: Advisors, accountants, and family offices managing many portfolios
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 |
Portfolio Contributions Report | ✗ | ✓ | ✓ | ✓ |
Dividend Contributions Report | ✗ | ✓ | ✓ | ✓ |
Income Calendar | ✗ | ✓ | ✓ | ✓ |
Reminder: USD plans do not include tax reporting.
How to upgrade or change plans
In the app, go to Settings (cog icon, top right) → Change Plan. Select your plan and choose annual or monthly billing.