Navexa レビュー 

I have used Navexa about 18 months ago and it didn’t really do what I was hoping and, I was a bit sceptical about how secure my information was considering my broker details and trading contract notes were going direct to Navexa.
Over the past 18 months or so Navexa has enhanced its operation and how the platform works, making it a user friendly and comprehensive trade tracker complete with a huge range of reports including the most important a TAX report that is very handy.
Great to have joined back up again and appreciate the help to do so, thanks.

Several features allow easy access to my Portfolio performance. See at a glance annualised returns. Compare growth returns with income returns, annualised over any period. Love the auto update of portfolios with trades, dividends/dividend reinvestment. Zero manual entries required to maintain accurate records. The fact that prices come direct from exchanges and do not rely on Yahoo/Google is a fabulous feature. Great value, cost easily recouped by better managed portfolio.

Fairly easy to set up. Great for measuring portfolio performance. Great for tax planning.

I was very impressed with how easy and cost effective it was to generate a tax report. I've tried other platforms in the past, and for me, Navexa is hands down the best!

Worked Well. You have a new customer.

Works well for me with lots of features. Took quite a bit of time to load 20 years of data from Quicken 2008 but so much better now its all done.

Have been using Navexa for a couple of years and have found it a great product. Easy to navigate, solid feature set and makes monitoring your returns straightforward.
After years of trading and investing without these kinds of tools, this was well worth the subscription price.

Well done team.

Fantastic platform - intuitive, clear and supremely helpful. Excellent support from Navexa team. Highly recommend

Looks good so far. Happy with the dividend tracking, customisable groups and column options.

Would like a collapsible graph on the portfolio page, but overall it performs extremely well where it’s meant to: portfolio performance.

Still difficult to import the portfolio requiring significant time to do so, which is the time I could spend to calculate what I need manually. Also, was supposed to have a 7 day trial when registering but didn't get that.

An easy onboarding process that worked first go.

Great documentation. From a human factors/usability perspective, the website is clean and lovely to navigate.

From a customer service experience. I've reached out once to customer support and received a reply within 10 minutes! Fantastic! :-)

Well done to Navarre and the team! Keep up the great work.

Benjamin

This is a great product, was super easy to import trades and fix drp share differences. Much easier than sharesight. Has all the features I need to manage multiple portfolios of asx & us shares and crypto investments

Great program, better that what I was using before.

Navexa is an exceptional portfolio tracking platform that I highly recommend. After searching extensively for a reliable tool to track my stocks, I found Navexa, and it has exceeded my expectations. The platform is incredibly user-friendly, offering comprehensive features that make monitoring investments a breeze. What sets Navexa apart is its outstanding customer service - responsive, knowledgeable, and always ready to assist. If you're looking for a top-tier portfolio tracker, Navexa is the way to go. I highly recommend it!

i have been looking for something like this for a while. Finally, I found something within my value range in terms of features and pricing.

The support is world class very fast, and super helpful. So good so far.

Navexa is a fantastic tool to track and manage any investment portfolio, whether it be a simple, long term ETF portfolio, up to a more complex SMSF structure.

Being able to track not only growth, but also the overall impact of Dividends and Franking Credits is critical to get an overall idea of how a portfolio is going.

Add to this though the seamless way in which you can report CGT events at EOFY makes Navexa a critical tool for anyone getting serious about their investments.

Where Navexa outshines their competitors is their responsiveness as the platform grows. This has been the highlight for me, and the main reason why I became a subscriber.

This, coupled with their competitive price point and comparable feature set made it a no brainer on which platform to go with for my SMSF and personal portfolios.

I highly recommend giving Navexa a go.

Still early days using this software. Please ask me in 6 months. Good so far

4 and a half.

there was a bug with my coinspot api link where it reported inaccurate returns. i think the asset was luna.
the discrepancy was quite large. it totally distorted my crypto portfolio.