Australia’s Most Precise Tax Reporting Platform

Crush tax reporting down to a few clicks with Navexa’s powerful, automated tools for Australian investors.

  • Fully automated tracking
  • Full Australian tax reporting
  • Bank-grade security

Which Tax Reporting Tasks Does Navexa Automate?

Long & short-term capital gains

Navexa calculates which gains do and do not qualify for Australia’s CGT discount of 50%.

Capital losses

Track & analyze US-listed investments & switch between currencies.

CGT concession amount

Navexa calculates the CGT concession amount for eligible long-term gains.

Dividend income

Track dividend payments (including reinvested dividends) for tax reporting purposes.

Income from partnerships and trusts

Navexa calculates all trust and partnership income for your portfolio.

Income from foreign sources

Your Navexa account also tracks and calculates foreign sourced income.

How Does Navexa Benefit Me At Tax Time?

Save Time

Navexa crushes tax calculation and reporting for stocks and crypto down to a single click.

Slash Tax Admin Costs

Save on accounting fees by automating your reporting.

Total Tax Control

Set tax strategies (FIFO, LIFO, Minimize & Maximize Gain) for your investments.

Calculate Everything Together

Bring all your investment tax reporting into one account for greater control.

Predict Capital Gains Tax

Navexa’s prediction tools show your investments' theoretical gains or losses.

Share With Your Accountant

Share access to your portfolios and download tax reports with ease.

Automate Your CGT & Income Reporting

Navexa automatically calculates your capital gains and taxable income in just a few minutes.

You’ll never need to worry about time-consuming or expensive manual calculations again.

Never Overpay Capital Gains Taxes Again

Your account’s built-in CGT strategies let you effortlessly switch between FIFO, LIFO and Minimize/Maximize Gain.

This means you can quickly choose the strategy that best suits your ideal investment tax outcome.

Take Total Control At Tax Time

Navexa’s Manual Parcel Selection tools gives you unrivaled control over how you calculate your gains and losses.

You can select each individual parcel of shares you’ve bought or sold to arrive — legally — at the most advantageous figure for reporting purposes.

Frequently Asked Questions

What can I track with Navexa?

Everything. We use official market data to deliver near real-time price and performance tracking. This includes the ASX, NYSE, NASDAQ, LSE, European exchanges and cryptocurrency markets. You can track gains, losses, incomes, currency return, trading fees, staking rewards, corporate actions (like mergers). You can also track Australian managed funds, cash accounts, and unlisted investments like property. 

How long does it take to upload data?

Just a few minutes. We have multiple ways you can add portfolio data to your Navexa account, from automated import to manually adding individual holding information. 

What happens at the end of my 14-day trial?

You select the plan that suits you best, and subscribe on either an annual or monthly basis. 

Is my portfolio data safe?

Navexa uses three layers of bank-level security. We use OAuth authentication, HTTPS communication, 100% data encryption — plus an additional layer of encryption between our servers and your browser. This means nobody can intercept the information passing between you and us. 

Does the tax reporting actually work?

It does. We’re proud to offer the most comprehensive and precise investment tax calculation, optimization and reporting for Australian investors. You can handle your capital gains, taxable income, preferred CGT strategies and more with your Navexa account. 

Why don’t you offer a free plan?

Because we serve investors who take their portfolio tracking seriously. We track billions of dollars worth of investments, and this requires significant digital resources. We prefer to use those resources for our paying customers, rather than support those who don’t believe in paying for a high-quality tracking account. 

Can I track on mobile?

Yes. We have a mobile app for iPhone and Android. You can track your portfolio, edit trades and more.

Does Navexa replace my accountant?

That’s up to you. We don’t claim to be a replacement for professional investment tax advice. Navexa is a tool for simplifying and speeding up your tax calculation and reporting. Many of our customers use us to help make their accountant’s job easier (and less costly). 

Can Navexa save me money at tax time?

Absolutely. Depending, of course, on your personal circumstances, and bearing in mind that we do not provide financial or tax advice. Most investors, for example, might struggle to switch between CGT strategies and therefore end up overpaying on their capital gains, when they could use a different strategy to bring that financial year’s obligations lower. With Navexa, you can simulate tax scenarios and test different calculation methods with ease — allowing you to make more tax-efficient decisions.

Start Tracking Your Portfolio

See all your stock and crypto investments’ performance together in one account. Track capital gains, dividend & staking income, trading fees and more.