Navexa Opiniones 

344
TrustScore: 4.5 sobre 5

4,5

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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

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... Ver más

Valorada con 5 estrellas sobre 5

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... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

Literally the fastest customer service people ever. I had an issue with my trial, and it was fixed in 20 minutes. AND importing all of my holdings from other platfforms made my tax return a breeze. Th... Ver más

La empresa ha respondido

Valorada con 2 estrellas sobre 5

I loved this service last time I used it but this time the prices are insane. $20 a month was steep but worth it for the features but the price it is now I'd never consider paying that much. I'm using... Ver más

La empresa ha respondido

Información sobre la empresa

  1. Servicio de inversión

Escrito por la empresa

Track portfolios, performance, dividends and tax reporting in one platform. Free 14-day trial: https://www.navexa.com


Información de contacto

4,5

Excelente

TrustScore: 4.5 sobre 5

344 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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4,5

Todas las opiniones

(344)

114 opiniones en los últimos 12 meses

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Valorada con 4 estrellas sobre 5

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.

14 de julio de 2025
Valorada con 3 estrellas sobre 5

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

14 de julio de 2025
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Respuesta de Navexa

Hi Matt, thanks for taking the time to share your feedback. We're glad we could help with the tax reporting and appreciate hearing how you use it. We're always thinking of ways to improve so if we do launch different versions we'll let you know!

Valorada con 5 estrellas sobre 5

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.

16 de julio de 2025
Valorada con 4 estrellas sobre 5

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.

15 de julio de 2025
Valorada con 4 estrellas sobre 5

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.

13 de julio de 2025
Valorada con 3 estrellas sobre 5

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.

1 de julio de 2025
Valorada con 4 estrellas sobre 5

Simple

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

30 de junio de 2025
Valorada con 5 estrellas sobre 5

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.

15 de junio de 2025
Valorada con 5 estrellas sobre 5

great stuff

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

7 de junio de 2025
Valorada con 5 estrellas sobre 5

The only portfolio tracker you will ever need

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!

3 de junio de 2025
Valorada con 3 estrellas sobre 5

Have not employed much to date but looks excellent

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

31 de mayo de 2025

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