Had an issue with some ETF’s that I was trying to manage overnight. The bot was helpful but what was amazing was that James followed up with a full explanation the following morning. I have been usin... もっと見る
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プラットホームの健全性を維持するため、当社のプラットフォーム上のすべてのレビューは、確認済みか否かにかかわらず、年中無休で稼働する自動ソフトウェアによって審査されています。このテクノロジーは、本当の経験に基づいていないレビューなど、ガイドラインに違反するコンテンツを特定し、削除するよう設計されています。ただし、すべてを検知できるわけではありませんので、お気づきの点がございましたら、どうぞお知らせください。詳細はこちら
レビュアーのコメントを見てみましょう
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... もっと見る
Not picking the transactions correctly n no one gives customer service when required All the data is all over the place
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... もっと見る
企業が回答しました
企業情報
当該企業による記述
Track portfolios, performance, dividends and tax reporting in one platform. Free 14-day trial: https://www.navexa.com
連絡先
50 Queen St, 3000, Melbourne, オーストラリア
- help@navexa.com
- navexa.com
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この企業は、ポジティブかネガティブかを問わず、顧客にレビューを依頼しています。
ネガティブなレビューの 58%に回答しています
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この企業のTrustpilot 利用方法
レビューや評価の取得方法、スコアリング、モデレーションのプロセスについて確認する。
Fast & Easy
Fast, easy and click of the button , Resulta as expacted. EASY integration with commsec International

Navexa からの回答
Happy customer
Navexa is a good platform which is very clear. I can tell the situation at a glance.

Navexa からの回答
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.

Navexa からの回答
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

Navexa からの回答
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

Navexa からの回答
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.

Navexa からの回答
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!!!!

Navexa からの回答
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.

Navexa からの回答
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.

Navexa からの回答
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.

Navexa からの回答
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.

Navexa からの回答
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.

Navexa からの回答
Don't love it
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.
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.
I am new to this 1st year investing
I am new to this 1st year investing. 2025-2026.
I am happy I found Navexa and start with a clean slate from the start.Thank you.
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