Our portfolio tracker lets you automatically import trades from your broker into your account.
That means you don’t have to spend time manually entering trades — we handle the import for you.
Supported Brokers
We currently support automated importing from these brokers:
ANZ Share Investing
Bell Direct
Bendigo Invest Direct
CMC Invest (Stocks & ETFs only. No CFDs, Forex, CFD Options, or CFD Crypto.)
CommSec
IG Markets (Stocks & ETFs only. No CFDs, Forex, CFD Options, or CFD Crypto.)
Interactive Brokers
Macquarie Online Trading
NAB Trade
Open Markets
Ord Minnet
Pearler
SelfWealth
Stake Australia
St George Direct
Westpac
Limited Support
Superhero (CSV upload only. Superhero do not email contract notes)
CommSec International (CSV upload only)
If you use a broker not listed here, see Broker Not Supported Yet? below.
How It Works
Each portfolio in Navexa has its own unique link email address.
Forward your trade confirmation emails (with the contract note attached) to this address.
Navexa automatically adds the trade to your portfolio.
Please allow up to five minutes from when we receive the forwarded email for the trade to appear in your account.
What gets imported?
Data type | How it works |
Buy and sell trades | Imported from supported broker data where available |
Dividends and distributions | Not imported directly from the broker; Navexa populates income based on recorded holdings/trades |
DRPs | May require the correct DRP settings or review in Navexa |
Tax statement data | AMIT/AMMA data may still need to be entered or reviewed separately |
Broker Not Supported Yet?
We’re always adding new brokers to Navexa. If your broker isn’t supported yet, here’s how you can help us evaluate adding them:
Send us sample documents
Start an online chat or add it to one, or email [email protected] with a few unedited contract notes attached.
At a minimum, include one Buy and one Sell.
If possible, include examples of other events (like dividends, DRPs, corporate actions).
Include a CSV export (if available)
Many brokers allow you to export your trade history as a CSV.
An unedited CSV file is extremely helpful in assessing integration.
What happens next
Our team reviews the documents to understand the broker’s format.
If feasible, we’ll add the broker to Navexa’s supported list.
We’ll let you know once it’s available, or suggest the best workaround in the meantime.
The more examples you can provide, the quicker and easier it is for us to support your broker.
👉 Next step: Find Your Portfolio’s Unique Email Address