Track All Your Investments Together
See every aspect of your investment performance, gains, income, diversification, contributions analysis & more.
Connect All Your Trading Accounts
Connect share trading & crypto exchange accounts using Navexa’s seamless, simple integration options to bring all your portfolio information together.
Track Stocks, Crypto & More
Now you have a single source of truth for all your investments. Track, analyze & compare your performance across all your assets & portfolios without manual updates or fragmented data.
Make Smarter Investing Decisions
Navexa gives you multiple ways of analyzing your investment performance — from simple & CAGR returns, to detailed metrics on capital gains, dividend income, currency & more.
Fast Investment Tax Reporting
Now you can calculate & optimize capital gains and taxable income for your whole portfolio in a click.
CGT, Taxable Income & More
No more manual calculations or expensive fees. Calculate and create your portfolio’s capital gains & income reports in a single click.
Optimize Your Capital Gains
Your Navexa account gives you the power to change tax strategies — and apply previous years’ losses to your CGT report — for greater control at tax time.
Simulate Tax Scenarios
Plan and prepare for potential tax events. Simulate capital gains on open positions across your entire portfolio with your account’s Unrealized CGT tool.
