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
レビューはレビュアーの個人的な意見であるため、特定の記載内容を検証することはありません。ただし、ビジネス上の取引が行われたことを確認できた場合、レビューに「確認済み」のラベルを付ける場合があります。詳細はこちら
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
顧客にレビューを依頼しています
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
通常24時間以内に回答
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。
Not all my transactions are imported
Not all my transactions are imported. I've sent two messages with no response.

Navexa からの回答
Good platform but security needs to…
Good platform but security needs to have multiple options to recover your account. I got locked out but did eventually get in but 3 to 4 back and forth emails. But got resolved in the end

Navexa からの回答
Easy to use and detailed oriented. 5 stars
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.
Great product just needs tweaking a bit
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.
Good. I think
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

Navexa からの回答
The experience is outstanding!
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
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.
Help information could be better
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.
Great product with great support
Good platform with a lot of potential
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.
Great product
Great product, essential for tax time, reasonable pricing, great and responsive customer support!
Brilliant product
Brilliant product, works perfectly, great customer support! Can thoroughly recommend
Platform functions perfectly
Platform functions perfectly, very accurate and has good features on reporting, especially for tax time.
Log in difficulties
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.
Powerful Portfolio Tracking & Tax Tools - A must have for Aussie Investors
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.
great stuff
excellent software. the developers put a lot of work into it. clean, intuitive layout. dark mode appreciated
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確認を行うことで、Trustpilot に投稿されるレビューが [LINK-BEGIN-PEOPLE]実在の人物[LINK-END-PEOPLE] によって書かれたものであることの保証につながります。
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