This article helps global customers compare Navexa's USD plans and choose the plan that best fits their portfolio tracking and reporting needs.
USD Plans
Navexa's USD plans are for global customers paying in USD.
USD plans do not include tax reporting. If you are an Australian customer paying in AUD and need Australian tax reporting, see the Navexa AUD pricing page instead.
For the latest USD prices, see the Navexa global pricing page.
Billing Options
Navexa offers monthly and annual billing on eligible USD 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.
What Every Plan Includes
Every USD plan includes Navexa's core portfolio tracking tools.
All USD 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.
Performance reporting.
Key Plan Differences
The main differences between USD plans are portfolio limits, reporting access, support level, and custom holding groups.
Basic (USD)
Basic is best for customers with one main portfolio who want core tracking at the lowest price.
Basic includes:
1 included portfolio.
1 custom holding group.
Community support.
Core portfolio tracking.
Performance reporting.
Basic does not include Portfolio Contributions Report, Dividend Contributions Report, or Income Calendar.
Standard (USD)
Standard is best for investors who want more reporting tools and up to three included portfolios.
Standard includes everything in Basic, plus:
1-3 included portfolios.
5 custom holding groups.
Standard support.
Portfolio Contributions Report.
Dividend Contributions Report.
Income Calendar.
Advanced analysis reports.
Premium (USD)
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 USD feature set with more capacity and priority support.
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, family member, separate investment account, or additional portfolio, 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 USD plan differences at a glance.
Feature | Basic | Standard | Premium |
Included portfolios | 1 | 1-3 | 1-10 |
Extra portfolios | Available | Available | Available |
Holdings | Unlimited | Unlimited | Unlimited |
Custom Holding Groups | 1 | 5 | 10 |
Support | Community | Standard | Priority |
Broker Integration | Yes | Yes | Yes |
Dividend Income Tracking | Yes | Yes | Yes |
Automatic DRP Tracking | Yes | Yes | Yes |
Track Unlisted Investments | Yes | Yes | Yes |
Weekly Performance Summary | Yes | Yes | Yes |
Custom Benchmarking | Yes | Yes | Yes |
Cash Accounts | Yes | Yes | Yes |
Portfolio Sharing | Yes | Yes | Yes |
Benchmark Analysis Report | Yes | Yes | Yes |
Portfolio Diversification Report | Yes | Yes | Yes |
Portfolio Contributions Report | No | Yes | Yes |
Dividend Contributions Report | No | Yes | Yes |
Income Calendar | No | Yes | Yes |
Tax Reporting
USD plans do not include tax reporting.
This means USD plans do not include Australian tax reports such as ATO MyTax, Capital Gains Tax Reporting, Taxable Income Report, Historical Cost, Unrealised CGT Reporting, or Manual Parcel Selection.
If you need Australian tax reporting, use an AUD plan instead.
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 portfolio tracking at the lowest price.
Standard: Best if you want up to three included portfolios, contribution reports, and the Income Calendar.
Premium: Best if you manage several portfolios and want higher included limits with priority support.
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.