Navexa Avis 

Transferred my investment information from two platforms easily. Wish I had this years ago. Simple to use and gives great insight into stock history and performance ratios. A great tool if you still do self tax returns.

Easy to set up once I had the right csv format. Had easy integration into IBKR. Just some edge issues on the interface and some other stuff (which could be just me) that seem to need fixing.

I'm not a stockbroker, I'm not a mathlete. Just a bloke that needed help with my tax return. It does that bit reasonably well but I still feel I'm using only 5% of the software at best and wish there was a cheaper option that just did the tax and not all the sexy graphs

Great piece of software, very helpful

The experience is outstanding for my portfolio tracking but the most impressive thing is the attention the team show to the community through the ease of technical support and communication for any and all questions.

Great tax reporting. Good user interface. I went for a higher level of subscription for the portfolio breakdown feature. Unfortunately all Australian domiciled ETFs just show as Australian financials. Other than that its pretty good.

It’s been good but some of the help information eg linking emails with platforms (cmc in my case) was inaccurate, pointing me to a different location etc. misguided me so delayed me linking up with integration with confirmations. I eventually found it in cmc by accident.

Good platform with a lot of potential. Some limitations regarding the specific financial instruments which can be automatically tracked means a lot of manual data entry and management is still required.

Simple. Keeps everything in one place and makes tax time a breeze.

Great product, essential for tax time, reasonable pricing, great and responsive customer support!

Simple and easy to use.
Great dashboard.

Brilliant product, works perfectly, great customer support! Can thoroughly recommend

Platform functions perfectly, very accurate and has good features on reporting, especially for tax time.

I was able to contact Navarre to help me log in. I had first logged in by Google and forgot that choice. So couldn't log in again with a new password until that avenue of access had been used again. I was doubling up on my accounts. Now all fixed and am very happy with the use of Navexa. At last, I have before me a program which tells me exactly that which I intuitively knew had to be particularized when buying in parcels.

Navexa has transformed how i manage my investments. The platform's user-friendly interface makes tracking multiple portfolios effortless, even across brokers. I appreciate the automated tax calculation ATO-ready reports, which save hours. The divided income calendar and support team is a game changer.

It was very easy to transfer my share portfolio

excellent software. the developers put a lot of work into it. clean, intuitive layout. dark mode appreciated

Great way to track your portfolio. User interface is intuitive yet simple and easy to understand while simultaneously being complex in how it calculates your tax. In short, the only portfolio you will ever need. Keep up the great work Navarre and team!

Have not employed much to date and I want to do manual checks on some capital gains setup. Have data from four brokers and I have some odd shares (ie FIXD) that are shown not on the ASX but CBOE. I did off market transfers and getting a coherent list of transactions is time consuming. Will complete over the next few weeks