This article helps you choose a Navexa plan based on where you are based, how many portfolios you track, and which reporting features you need.
Start With Your Region
Navexa has different plan structures for Australian and global customers.
Australian customers use AUD plans. AUD plans include Australian tax reporting features.
Global customers use USD plans. USD plans focus on portfolio tracking, performance reporting, and analytics. USD plans do not include tax reporting.
Pro is only available on AUD pricing and is designed for accountants, advisers, family offices, and firms managing client portfolios.
Choose By Use Case
The best plan depends on your portfolio setup and the features you need.
Portfolio count matters, but it is not the only factor. Eligible Basic, Standard, and Premium customers can add extra portfolios without moving to a higher plan.
If you only need more portfolio capacity, adding an extra portfolio may be enough. If you need more reporting tools, higher limits, or priority support, upgrading may be a better fit.
Basic
Basic is best if you have one main portfolio and want the lowest-cost plan.
Choose Basic if:
You have one main portfolio.
You want core portfolio tracking.
You want dividend tracking and performance reporting.
You do not need the advanced reports included in Standard or Premium.
You are happy with community support.
On AUD plans, Basic includes the core Australian tax reports but does not include:
Unrealised CGT Reporting.
Manual Parcel Selection.
Portfolio Contributions Report.
Dividend Contributions Report.
Income Calendar.
On USD plans, Basic does not include:
Portfolio Contributions Report.
Dividend Contributions Report.
Income Calendar.
Basic is usually the right fit for simple portfolio tracking at the lowest price.
Standard
Standard is best if you want more reporting power and up to three included portfolios.
Choose Standard if:
You have up to three portfolios.
You want more reporting than Basic.
You want to analyse contributions over time.
You want access to the Income Calendar.
You want a stronger feature set without moving to Premium.
On AUD plans, Standard adds:
Unrealised CGT Reporting.
Manual Parcel Selection.
Portfolio Contributions Report.
Dividend Contributions Report.
Income Calendar.
On USD plans, Standard adds:
Portfolio Contributions Report.
Dividend Contributions Report.
Income Calendar.
Standard is usually the best starting point for investors who have moved beyond simple tracking.
Premium
Premium is best if you manage several portfolios, entities, or accounts.
Choose Premium if:
You manage multiple portfolios or entities.
You have an SMSF, trust, company, or several personal accounts.
You rely on Navexa for regular reporting and analysis.
You want higher included portfolio limits.
You want more custom holding groups.
You want priority support.
Premium includes the same advanced report set as Standard for your region, with higher limits and priority support.
Premium is designed for investors who use Navexa as a regular part of their investment tracking and reporting workflow.
Pro
Pro is best for firms and professionals managing client portfolios.
Choose Pro if:
You are an accountant, adviser, or family office.
You manage portfolios for clients.
You need client management features.
You need team access.
You need client portal access.
You need firm-level billing options.
Pro is available on AUD pricing only. It is not part of the USD/global plan structure.
Pro does not use extra portfolio add-ons in the same way as Basic, Standard, or Premium because it is already designed around client portfolio management.
Extra Portfolios
Extra portfolios are useful if you only need more portfolio capacity.
Eligible Basic, Standard, and Premium customers can add extra portfolios without changing plans.
This can be useful if you want to track:
Another personal portfolio.
A family member’s portfolio.
An SMSF.
A trust.
A company.
A separate investment account.
For the full walkthrough, see Add Extra Portfolios To Your Navexa Subscription.
Use The Trial
If you are unsure which plan is right, start with the 14-day free trial.
During the trial, you can explore Navexa and decide which plan fits your needs before subscribing.
Before choosing a paid plan, check:
How many portfolios you need.
Which reports you used.
Whether you need tax reporting.
Whether you need priority support.
Whether you need client or team features.
Whether adding extra portfolios is enough.
You are not charged automatically. You only start paying once you choose a plan and enter your payment details.
Simple Rules Of Thumb
Choose Basic if you have one main portfolio and want the lowest-cost plan.
Choose Standard if you want up to three included portfolios and stronger reporting tools.
Choose Premium if you manage several portfolios or entities and want priority support.
Choose Pro if you manage client portfolios and need professional practice features.
Choose extra portfolios if your current plan has the right features and you only need more portfolio capacity.
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.
Remember, this is general information, not personal financial advice.