Add extra portfolios to a Standard or Premium subscription when you need to track more entities or investments.
Basic includes one portfolio. To add more portfolios, upgrade to Standard or Premium.
How Extra Portfolios Work
Extra portfolios increase the number of portfolios available on your current Navexa plan.
Each plan includes a set portfolio limit. On Standard or Premium, you can purchase extra portfolios once you reach that limit, or choose a plan with a higher included allowance.
Extra portfolio add-ons are available on eligible Standard and Premium subscriptions in both AUD and USD.
You can increase an eligible subscription to a maximum of 20 portfolios in total, including the portfolios in your plan.
Navexa Pro does not use the extra portfolio add-ons described in this article. Contact Navexa Support to discuss your Pro portfolio requirements.
Add From Billing
On Standard or Premium, you can purchase extra portfolios from your account billing area.
Click the Account icon in the top-right corner.
Select Billing & Subscription.
Under Plan & Limits, find Portfolio limit.
Click the + button to increase your portfolio limit.
Review the amount shown.
Select Save to confirm the change.
Navexa will calculate the cost before you confirm. This includes the amount payable today and the ongoing amount added to your subscription.
Add From Manage Portfolios
On Standard or Premium, you can also purchase an extra portfolio from the portfolio management area.
Open the portfolio selector.
Select Manage Portfolios.
If you're at your portfolio limit, Navexa will show a message at the top of the page.
Select Add Portfolio.
Create the new portfolio as normal by entering name and the Tax Residency.
Review the cost shown.
Confirm the payment by clicking Add portfolio $pro-rated charge amount.
This option is useful when you're already trying to create another portfolio and have reached your current limit.
How Billing Is Calculated
Navexa calculates extra portfolio charges based on your subscription currency, billing frequency, and next renewal date.
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.
For annual subscriptions, the amount charged today is calculated pro rata based on the time remaining until your next annual renewal date.
For existing monthly subscriptions, the same logic applies, but the pro rata amount is based on your next monthly billing date. Existing monthly subscribers can stay on monthly billing while keeping their current plan. Changing plan moves the subscription to annual billing. Cancelling the subscription removes the monthly billing option.
After that, the extra portfolio cost is added to your normal subscription renewal.
Example
If your plan includes three portfolios and you increase your portfolio limit to four, Navexa will show:
The number of portfolios being added.
The amount payable today.
The ongoing cost for your subscription’s billing period.
The pro rata amount based on your next billing date.
For example, an annual AUD subscription may show a pro rata amount payable today, then the full extra portfolio amount added from the next renewal.
Common Issues
Use these checks if you cannot add extra portfolios or are deciding whether to upgrade instead.
Why Can't I Add Portfolios?
Basic includes one portfolio. To add more portfolios, upgrade to Standard or Premium. Extra portfolio add-ons are only available on eligible Standard and Premium subscriptions.
If you're on a Long Term Investor plan or deal, Navexa will show a message asking you to contact support. Extra portfolios may need to be handled by the Navexa team for this type of account.
If you're on a legacy plan, you can't purchase extra portfolios while remaining on legacy pricing. Move to a current Standard or Premium plan to purchase extra portfolios.
Should I Add Or Upgrade?
If you are on Basic and need 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 suit you.
Upgrading may make more sense if you also need features from a higher plan, such as:
More advanced reporting.
More custom holding groups.
Priority support.
Client management.
Team access.
Billing options.
Pro features.
If you manage client portfolios or need adviser-style workflows, Navexa Pro may be a better fit than adding extra portfolios to an individual plan.
Pro Plan Note
Navexa Pro does not support extra portfolio add-ons.
Navexa Pro starts from five portfolios and is priced per portfolio, billed annually. The current AUD rates are $12 per portfolio per month for 5–10 portfolios, $9 for 11–50, and $7 for 51+. These are monthly equivalents paid annually. Contact Navexa Support to confirm pricing for your practice.
For current Pro pricing, see the financial advisers page or accountants page.