Navexa Avis 

344
TrustScore 4.5 sur 5

4,5

Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus

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Lisez les avis des autres

Noté 5 sur 5 étoiles

Navexa has solved problems for us that another company could not do. James was happy to explain how to operate the system in simple terms and patient while doing this. We are extremely happy with t... Voir plus

Noté 5 sur 5 étoiles

Much more modern, better looking and easier to undertand than Sharesight. Their support team is fast to response as well. I can't imagine anyone who are serious in buying stocks to go without it (how... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

Literally the fastest customer service people ever. I had an issue with my trial, and it was fixed in 20 minutes. AND importing all of my holdings from other platfforms made my tax return a breeze. Th... Voir plus

L'entreprise a répondu

Noté 2 sur 5 étoiles

I loved this service last time I used it but this time the prices are insane. $20 a month was steep but worth it for the features but the price it is now I'd never consider paying that much. I'm using... Voir plus

L'entreprise a répondu

À propos de l'entreprise

  1. Conseil en investissement

Écrit par l'entreprise

Track portfolios, performance, dividends and tax reporting in one platform. Free 14-day trial: https://www.navexa.com


Coordonnées de contact

4,5

Excellent

TrustScore 4.5 sur 5

344 avis

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A répondu à 66 % de ses avis négatifs

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4,5

Tous les avis

(344)

114 avis reçus au cours des 12 derniers mois

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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

Great Customer Service

James and the team at Navexa are always very helpful and attentive to help enquiries. The you tube videos are very helpful. A product that keeps evolving with the changing environment. Would highly recommend.

13 août 2026
Avis spontané
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Réponse de Navexa

Hi David, really appreciate the detailed feedback. I’ll make sure James sees the mention too!

It’s also great to hear the YouTube videos have been useful. Navexa is constantly evolving, so we hope to keep giving you more useful tools and resources along the way.

Thanks for recommending us.

Tom
Head of Customer Success

Noté 5 sur 5 étoiles

Best product on the market

Best product on the market, highly recommend

4 août 2026
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Réponse de Navexa

Hi Quentin, that’s a big compliment. Thanks very much for the five stars and for recommending Navexa.

We really appreciate it.

Tom
Head of Customer Success

Noté 5 sur 5 étoiles

easy to set up and the import process…

easy to set up and the import process was so very good. I had 4 portfolios and 2 going back 20 years.

fav would be you guys go and get all the dividends

31 juillet 2026
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Réponse de Navexa

Hi SJ, thanks for sharing this. Getting four portfolios imported, including 20 years of history, is a pretty solid test of the import process!

It’s also great to hear that having Navexa automatically pick up the historical dividends has saved you from having to track all of those down manually.

Really appreciate the five-star review.

Tom
Head of Customer Success

Noté 5 sur 5 étoiles

Best portfolio tracking app

Great new app that shows everything you want to know.
10/10 tax reports that make it so easy and you can track your capital gains every year

7 août 2026
Avis spontané
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Réponse de Navexa

Hi Alec, thanks for the 10/10! Great to hear you’re getting value from the new app and, in particular, the tax and capital gains reporting.

Thanks for backing Navexa.

Tom
Head of Customer Success

Noté 5 sur 5 étoiles

Very good service

I have just subscribed to Navexa and the support and onboarding has been excellent. James in particular has been very attentive to my queries and so far I am extremely impressed.

30 juillet 2026
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Réponse de Navexa

Hi Ivor, thank you for the kind words, especially so early in your time with Navexa.

I’ll make sure James sees this as well. We put a lot into helping people get properly set up, so it’s great to hear the onboarding and support have made a strong first impression.

Tom
Head of Customer Success

Noté 5 sur 5 étoiles

Love it…

I have just started using Navexa and so far everything is simple and easy to use. The only complication is with a broker account however with the changes in Australia( Australian Tax Resident) re capital gains I will be changing that broker so no problem. As mentioned Australian new tax rulings makes thing complicated Navexa will be a big help. Love the dividend reinvestment facility and once I get everything loaded it should be magic. I will be able to sleep at night!!!!

21 juillet 2026
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Réponse de Navexa

Hi John, really appreciate the five-star review. It’s great to hear Navexa has been easy to get started with, and if it’s helping you sleep a little easier at night, that’s even better!

I’m not sure if you saw our last message, but there was one extra setup step we suggested that can sometimes catch people out. If you’re still having trouble with that, just get back in touch and we’ll help you get it sorted.

Thanks again, John.

Tom
Head of Customer Success

Noté 5 sur 5 étoiles

The Navexa App and website are brilliant

The Navexa App and website is easy to use and navigate with lots of great information. As a new investor Navexa is helping me learn while keeping me engaged. The customer support is brilliant especially with tax questions. The youtube videos are a fantastic resource as well. I highly recommend Navexa.

29 juillet 2026
Avis spontané
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Réponse de Navexa

Hi Kimberley, thanks for such thoughtful feedback. It’s particularly nice to hear Navexa is helping you learn as a newer investor while keeping everything in one place.

Great to know the support and YouTube videos have been useful along the way as well. Thanks so much for recommending us.

Tom
Head of Customer Success

Noté 5 sur 5 étoiles

Outstanding Portfolio Tracking Platform

I've been extremely impressed with Navexa. It's an intuitive and well-designed platform that makes tracking investment portfolios simple, accurate, and insightful. The ability to consolidate multiple investments into a single dashboard, automatically track performance, dividends, and capital gains, and generate detailed reports has saved me countless hours.

What really sets Navexa apart is the clean user interface and the depth of analytics. Whether you're a casual investor or managing a more complex portfolio, it provides the information you need without overwhelming you. The tax reporting features are particularly valuable and make end-of-financial-year preparation much easier.

Customer support has also been excellent—responsive, knowledgeable, and genuinely committed to helping users get the most from the platform.

I would highly recommend Navexa to anyone looking for a professional yet easy-to-use portfolio management solution. It has become an essential tool for managing my investments and gives me confidence that I always have an accurate view of my portfolio's performance.

19 juillet 2026
Avis spontané
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Réponse de Navexa

Hi Ray, this is such thoughtful feedback. You’ve captured a lot of what we’re trying to achieve with Navexa: bringing performance, income, tax reporting and deeper portfolio insights together without making it overwhelming.

Knowing it’s saving you time and giving you confidence in your portfolio is great to hear. Thanks for taking the time to write such a detailed review.

Tom
Head of Customer Success

Noté 5 sur 5 étoiles

Navexa is Great!

Navexa makes doing capital gains tax calculations so much easier. There was a little bit of a learning curve to get started and familiarize myself with the interface but its very intuitive and nicely designed. The initial CSV import worked well to get all of my historical trade data loaded into the account and now that it is synced to my trading account there should be fairly minimal work required to get future tax reports calculated. As well as being brilliant at working out tax, it is also now my primary tool for checking my portfolio and having a better understanding of all the data due to the options it gives you to customize holdings groups and filter things easily.

18 juillet 2026
Avis spontané
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Réponse de Navexa

Hi Simon, really appreciate you sharing this. There can definitely be a little bit to learn when you first get everything set up, so it’s great to hear the historical import went smoothly and Navexa has now become your main place for checking your portfolio.

Hopefully the ongoing sync means even less work for you from here, especially when tax time rolls around.

Tom
Head of Customer Success

Noté 5 sur 5 étoiles

The best thing I have done since…

The best thing I have done since investing in the share market was to dump my spreadsheets and subscribe to Navexa. Once subscribed I was surprised at the amount of time it has saved me from entry of trades to tax time. Also, this is a very dynamic company that has just upgraded their total offerings from their website to their mobile app. I also feel very comfortable with their ability to handle the future budget requirements whatever they may be. You are kept updated with regular webinars that are also all available on you tube.

16 juillet 2026
Avis spontané
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Réponse de Navexa

Hi Ray, I think “dump my spreadsheets” might be one of my favourite lines in a review!

It’s great to hear how much time Navexa has saved you, from recording trades right through to tax time. We’ll keep improving the platform, mobile apps and the educational side of things as well.

Thanks for being part of Navexa.

Tom
Head of Customer Success

Noté 4 sur 5 étoiles

its a great tool

its a great tool, I like the concept, but I couldnt really do much with it. My case wasn't very hard and ended up doing it myself.

30 juin 2026
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Réponse de Navexa

Hi there, thanks for giving Navexa a go and for sharing your feedback. It’s good to hear you liked the concept, although we’d obviously have preferred to make the platform more useful for what you needed.

If you ever decide to revisit Navexa, please reach out to us. We’d be happy to understand what you’re trying to achieve and see if we can point you in the right direction.

Tom
Head of Customer Success

Noté 4 sur 5 étoiles

Great for total returns and AMIT entry

So easy to finally see total returns for each investment. Makes the cost base adjustment for ETF's super simple - so easy to import the pdf and it's all done. Worth the sub just for that alone.

4 juillet 2026
Noté 5 sur 5 étoiles

Excellent platform of investment

I'm a beginner investor and got to know Navexa recently. No other platform provides what Navexa does. They navigate the intricate tax legislation offering a good solution.

Besides, Navarre add value by sharing videos on YouTube and Webinars. So far, no issue with Navexa. It will assist me to lodge my own tax return due to its reports.

30 juin 2026

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