What Navexa does

Navexa is a private Australian fintech, founded in 2017 and headquartered in Melbourne, that operates a cloud-based portfolio tracking and analytics platform for individual retail investors managing holdings across multiple brokers and asset classes. The platform aggregates trades from 171+ broker integrations spanning 50+ global exchanges via OAuth connections, automatically syncing positions in stocks, ETFs, cryptocurrencies (7,000+ tracked), cash, and property into a single dashboard. It calculates true annualised performance accounting for trade timing, dividends, fees, and currency effects, and offers benchmarking against the S&P 500 or custom indices, along with tax reporting that includes ATO MyTax and unrealised CGT outputs. Native iOS and Android applications supplement the web product.

The business model is self-serve subscription SaaS priced in three tiers — Basic ($7.50/mo or $90/yr, 1 portfolio), Standard ($10.50/mo or $126/yr, up to 3 portfolios), and Premium ($16/mo or $192/yr, up to 10 portfolios) — with a 14-day free trial and no credit card requirement. Distribution is entirely product-led via the navexa.com website and major app stores, supported by content marketing (blog, 'The Benchmark' publication) and organic social channels (X, LinkedIn, Reddit, Facebook, YouTube). Customer segments include serious individual retail investors managing multi-broker portfolios, multi-portfolio power users, crypto holders seeking unified reporting, and international investors needing multi-currency support.

The company operates with a small 1–10 person team, has not disclosed any institutional funding rounds, and reports scaled usage metrics of $4B+ in portfolio value tracked and 1M+ unique trades processed. There is no public disclosure of revenue, headcount detail, named investors, or AI/ML capabilities, and the competitive moat centers on integration breadth, accumulated trade-history data, and brand reputation (self-described 'highest-rated tracker' on Trustpilot) rather than proprietary technology or enterprise contracts.

Name

Navexa

Legal name

Navexa

Website

https://navexa.io

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Navexa is a Melbourne-based fintech offering a cloud-based portfolio tracking and analytics platform for individual retail investors worldwide. It syncs holdings across 171+ brokers and 50+ exchanges, including 7,000+ cryptocurrencies, and monetizes via three-tier subscription pricing.

Ownership category

akta.pro rank

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Markets served

GTM type

B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Subscription SaaS: Three-tier subscription model (Basic, Standard, Premium) with monthly and annual billing options. Annual plans offer approximately 25% discount. Revenue is recurring subscription-based with land-and-expand potential as users upgrade portfolios from 1 to 10+ and unlock advanced features.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels9 records

Core offering

Navexa provides a cloud-based portfolio tracking platform that automatically syncs trades from 171+ broker integrations across 50+ global exchanges into a single unified dashboard. The platform supports stocks, ETFs, crypto, property, and international holdings, with annualised return calculations, benchmarking against indices, and tax reporting including ATO MyTax reports. Native iOS and Android apps complement the web-based subscription service.

Product overview

Navexa is a unified portfolio tracking platform that aggregates investments across multiple brokers and exchanges into a single dashboard. The core platform supports stocks, ETFs, crypto, cash, and property across 50+ global exchanges with automatic trade syncing. The product suite includes Performance Tracking for annualised returns and benchmarking, Tax Reporting with ATO MyTax reports and CGT tracking, and Mobile Apps for iOS and Android. Pricing is structured in three tiers: Basic (1 portfolio, $90/yr), Standard (3 portfolios, $126/yr), and Premium (10 portfolios, $192/yr).

Differentiator

Problem solved

Functional benefit

Products and services

• Navexa Portfolio Tracking Platform Unified portfolio tracking platform for individual investors that automatically syncs trades from 171+ broker integrations across 50+ global exchanges, supporting stocks, ETFs, crypto, cash, property, and international holdings in a single dashboard with annualised return calculations, benchmarking, and tax reporting.
• Navexa Performance Tracking Performance analysis capability of the Navexa platform that provides annualised return calculations, capital gains analysis, income tracking, diversification assessment, and portfolio benchmarking against indices such as the S&P 500 or custom indices.
• Navexa Tax Reporting Tax reporting capability of the Navexa platform that delivers ATO MyTax reports, unrealised capital gains tracking, and an income calendar for dividend tracking.
• Navexa iOS App Native iOS mobile application of the Navexa portfolio tracking platform, available on the Apple App Store, providing on-the-go portfolio access and tracking for individual investors.
• Navexa Android App Native Android mobile application of the Navexa portfolio tracking platform, available on the Google Play Store, providing on-the-go portfolio access and tracking for individual investors.

Quantifiable outcome

• 21% to 50% increase in user retention through gamified features (per industry gamification study)

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature6 records

Partnerships

Six partnerships are on record, tiered core.

• SchwabcoreTechnology or IntegrationCharles Schwab brokerage integration enabling automatic trade synchronization for Schwab customers using Navexa portfolio tracker. Schwab logo displayed prominently on integrations page.
• Interactive BrokerscoreTechnology or IntegrationInteractive Brokers (IBKR) brokerage integration enabling automatic trade synchronization. One of the flagship integrations supporting global multi-asset trading.
• FidelitycoreTechnology or IntegrationFidelity Investments brokerage integration enabling automatic trade synchronization for Fidelity customers using Navexa.
• RobinhoodcoreTechnology or IntegrationRobinhood brokerage integration enabling automatic trade synchronization for Robinhood customers using Navexa.
• DEGIROcoreTechnology or IntegrationDEGIRO European brokerage integration enabling automatic trade synchronization for DEGIRO customers using Navexa.
• AlpacacoreTechnology or IntegrationAlpaca brokerage integration enabling automatic trade synchronization. Alpaca logo displayed on broker integrations page.

Scale indicators6 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Sharesight: Sharesight is an Australian/NZ-based portfolio tracking SaaS serving the same individual-investor segment as Navexa. Both offer multi-broker sync, dividend tracking, tax reporting, and annualised performance. Sharesight is Navexa's closest geographic and functional competitor.
• Empower (Personal Capital): Empower acquired Personal Capital and offers a free portfolio tracker with bank/brokerage linking, retirement planning, and investment analytics. Targets the same retail-investor segment as Navexa with a US focus and a wealth-management cross-sell model.
• SigFig: SigFig provides automated portfolio tracking and analytics with bank/brokerage linking for retail investors. Comparable to Navexa in tracking + benchmarking functionality, with additional advisor/B2B offerings.
• Kubera: Kubera is a multi-asset net-worth and portfolio tracker supporting traditional and crypto holdings. Closely comparable to Navexa's multi-asset dashboard and is a frequent alternative in the retail portfolio-tracking comparison set.
• Delta: Delta is a crypto-focused portfolio tracker with mobile apps, exchange sync, and multi-wallet support. Overlaps with Navexa's crypto-tracking capabilities (7,000+ assets) and competes for the same crypto-investor segment.
• CoinStats: CoinStats is a crypto portfolio tracker supporting wallets, exchanges, and DeFi across mobile and web. Directly comparable to Navexa's crypto-tracking functionality and a competing solution for the cryptocurrency-investor segment.

Broad incumbents

• Yahoo Finance Portfolio: Yahoo Finance offers a free portfolio-tracking feature within its broader financial data platform. Competes with Navexa on price (free vs. paid) for retail investors, with broader scale but less specialized analytics depth.

Emerging players

• Passiv: Passiv is a Canadian portfolio-tracking and rebalancing tool with broker integrations. Comparable in PLG distribution and broker-sync model, though more focused on passive-investing workflows than Navexa's broader multi-asset scope.
• Stockcharts: StockCharts is a charting and technical-analysis platform serving retail investors with portfolio and watchlist functionality. Adjacent to Navexa's analytics focus, with overlap in retail-investor tooling but a more chart-centric product.

Regional players

• Snowball: Snowball (雪球) is a leading Chinese investor community and portfolio-tracking platform. Comparable to Navexa in combining social/community features with portfolio analytics, but operates primarily in mainland China with no direct competition in Navexa's geographies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/navexaau
• YouTubeyoutube.com/@navexa-tracker
• Facebookfacebook.com/Navexa
• LinkedInlinkedin.com/company/navexa

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Navexa