Navexa

Learn why Navexa’s performance numbers differ from your broker, how simple price returns can mislead you, and how our modified Dietz method gives a truer picture of your real investing…

How Navexa’s performance is different from your broker app

Set up your account, learn the basics and start navigating Navexa with confidence.

Getting Started with Navexa

Delete your Navexa account, profile or personal data. Learn what happens to your subscription and data when you close your account.

Deleting Your Account

How to add team members to your Navexa Pro account

Adding Team Members to your Pro Account

How to grant access to specific clients to specific team members

Give Team Members Permission to Access Clients

How to add a client to your Navexa Pro account

Add a Client to Your Account

How do I access my Navexa account if I cannot sign in?

Learn how to update your Navexa profile, security, email, and view settings so your account is customised and secure.

Managing Your Account Settings

Learn how to change your Navexa password and meet security requirements to keep your account safe.

Changing Your Password

See how to log out of the Navexa platform.

How do I log out of Navexa?

Learn how to switch your Navexa account from USD to AUD (or vice versa) if you signed up under the wrong region or currency.

I Signed Up with the Wrong Account Type (AUD or USD)

How to enter your business or SMSF details for tax invoices and pay your Navexa plan from your fund’s bank account.

Paying for Navexa as a Business, Company, or SMSF (Including AU Direct Debit)

View your plan, update billing details, change payment method, download invoices, or cancel your Navexa subscription.

Managing Your Billing & Subscription in Navexa

Learn how to apply a Navexa promo code or coupon during checkout and what to do if the code doesn’t work.

How to Use and Troubleshoot Promo Codes for Navexa Subscriptions

Learn how to resolve duplicate subscription charges or switch your Navexa payment method between Apple and direct billing.

How to Fix Double Charges or Change Your Apple Store Subscription Payment Method

Your Account

Understand how portfolios, holdings, and trades fit together so you can set up Navexa in line with your tax entities.

Key Concepts: Portfolio, Holding and Trade

The Holding Screen

See your past and estimated future dividend income, based on your portfolio’s last 12 months of payments.

The Income Calendar

Use filters in Navexa to include or exclude holdings, sectors and more. Apply multiple rules for clearer portfolio analysis.

Using the Filter System

Seeing “You do not have write permissions”? You’re in a demo or shared portfolio. Switch portfolios or ask the owner for write access.

Fix the “You do not have write permissions” error

Learn how to add and manage benchmarks in Navexa to compare your portfolio’s performance against an index, stock, or another portfolio.

How to Add a Benchmark to Compare Performance

Change the period to recalculate performance from the range’s start to end. First thing to check if figures look wrong or holdings look missing. Also called timeframe.

How the Date Range Selector Works

A Cash Account is an internal ledger for portfolio cash, manual by default, with optional trade/dividend auto-sync.

What is a Cash Account in Navexa?

Custom Investments track assets Navexa does not natively support. No live prices. You enter trades, income and price updates yourself.

What is a Custom Investment in Navexa?

Dashboard tour and glossary for key terms.

Platform Basics

Create a custom design with text, images, and links

Portfolio

API Developer Doc

Find answers and get help from Intercom Support and Community Experts

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