What you get during the trial
When you start your 14-day free trial, you get access to our Premium plan features so you can properly test the platform.
During the trial, you can:
Connect to your brokers and exchanges
Import your full transaction history
Track performance with our advanced analytics
Explore our charting and reporting tools
We do not ask for a credit card or any payment details to start your trial.
Evaluating our Australian tax reports
Our detailed tax reports (Capital Gains Tax and Taxable Income) are a key feature for our Australian customers.
During the trial, you can fully test and explore these reports using the Demo portfolio included in your account. This lets you:
See the report layouts and exports
Check the level of detail
Understand how the reports work on a realistic sample data set
To protect the value of this premium feature, generating these specific tax reports for your own portfolio data is available once you become a subscriber.
What happens when the trial ends?
After 14 days, your free trial expires.
You will not be automatically charged. We do not have your payment details.
Your data is not deleted. All transactions and data you imported remain securely saved.
Your account becomes read-only.
You can still log in and view your dashboard and past reports, but you will not be able to add new transactions or run new reports until you subscribe to a paid plan.
How to subscribe
To re-enable full access and unlock all features, including tax reports for your own data, you need to actively choose to subscribe.
From your Navexa dashboard, you will be prompted to:
Select a plan (Basic, Standard, Premium or Pro)
Choose a billing cycle (monthly or annual)
Enter your payment details
Your subscription only starts once you complete these steps.
Need more time to trial Navexa?
If life gets in the way and you don't feel you had a fair chance to test Navexa during the 14 days, please contact support and let us know what happened. In many cases, we can arrange a short extension to help you finish your evaluation.