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.
New customers pay annually on all Navexa plans in both AUD and USD. The full annual amount is paid upfront; monthly billing is not available to new customers.
Start With Your Region
Navexa has different plan structures for Australian and global customers.
Australian customers use AUD plans, which include Australian tax reporting features. See Navexa Plans (AUD): What’s included in Basic, Standard, Premium and Pro.
Global customers use USD plans for tracking, performance reporting and analytics. USD plans do not include tax reporting. See Navexa USD/Global Plans: What's Included In Basic, Standard And Premium.
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, alongside the features you need. Basic includes one portfolio. To add more portfolios, upgrade to Standard or Premium.
If you are already on Standard or Premium and only need more portfolio capacity, an extra portfolio add-on may be enough. Upgrading may suit you if you also need more reporting tools or priority support.
Basic
Basic is best if you have one portfolio and want the lowest-cost plan. To add more portfolios, upgrade to Standard or Premium.
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 24/7 AI 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.
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.
You want manual parcel selection on an AUD plan.
Premium includes Standard’s reports, higher limits and priority support. On AUD plans, Premium also includes Manual Parcel Selection, which is not available on Basic or Standard.
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. Navexa Pro is a separate product from Basic, Standard and Premium.
Existing Navexa accounts cannot move between Navexa Pro and Basic, Standard or Premium through Billing & Subscription. Moving an existing account to Pro—or moving a Pro account to a non-Pro plan—must be arranged manually through Navexa Support.
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 uses separate per-portfolio billing and does not use the Standard and Premium extra portfolio add-ons.
Support By Plan
Every plan includes 24/7 AI support. Human support availability depends on your plan.
Basic: 24/7 AI support.
Standard: 24/7 AI support, with escalation to our human support team during business hours.
Premium and Pro: 24/7 AI support, with priority escalation to our human support team during business hours.
Extra Portfolios
Extra portfolios are useful if you only need more portfolio capacity.
Eligible Standard and Premium customers can purchase extra portfolios without changing plans. Basic does not offer extra portfolio add-ons.
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 a Standard or Premium extra portfolio add-on meets your needs.
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 want manual parcel selection on an AUD plan, higher portfolio limits or priority support.
Choose Pro if you manage client portfolios and need professional practice features.
Choose extra portfolios if you are on Standard or Premium, your plan has the right features, and you only need more portfolio capacity.
Change Basic, Standard or Premium
You can upgrade or downgrade between available Basic, Standard and Premium plans from your account area.
If you currently pay monthly, changing plan moves your subscription to annual billing. Review the annual amount before confirming the change.
Click the Account icon in the top-right corner.
Select Billing & Subscription.
Select Upgrade Plan.
Review the available plans.
Choose the plan you want.
Review the billing details and amount payable, then confirm your plan change.
Although the button says Upgrade Plan, this page only lets you change between available Basic, Standard and Premium plans.
Move To Or From Pro
Moving an existing account to or from Pro is not available through Billing & Subscription.
Contact Navexa Support to arrange either change manually. If you’re moving to Pro, include the number of portfolios you expect to manage so the team can confirm pricing and arrange your setup.
Remember, this is general information, not personal financial advice.