Best Navexa Alternatives in 2026
Most people look at Navexa for an honest return, every dividend with its franking, and CGT figures ready at the end of the financial year. AllInvestView covers all three and prepares figures for items 11, 18 and 20 of your Australian return in AUD. Then it adds fund look-through, bond analytics and options Greeks.
About Navexa
Navexa is a portfolio tracker with detailed performance analytics and income reporting, dividends included.
Who it suits: Australian investors seeking performance analytics and dividend income tracking.
The alternatives
AllInvestView
Best for: Investors who want their income, returns and tax reports together
Track dividend payments and forecasts alongside your whole portfolio. Review returns for any period, revisit past holdings and prepare capital gains reports.
Sharesight
Best for: Investors who want dividend records and tax reports for Australia, Canada or New Zealand
Sharesight is a New Zealand and Australian portfolio tracker built around dividend tracking and tax reports, with a capital gains report for Australian and Canadian tax residents, covering listed shares, ETFs and funds.
Snowball Analytics
Best for: Dividend investors who follow payment dates, income forecasts and dividend quality across several accounts
Snowball Analytics is a dividend-focused portfolio tracker that consolidates stocks, ETFs, funds and crypto from multiple brokers, with a dividend calendar, payout forecasting and a 13-factor Dividend Rating as its signature features.
Wealthica
Best for: Canadian investors who want to aggregate all their financial accounts in one dashboard
Wealthica is a Canadian portfolio aggregator that provides insights by tracking all your investments, bank accounts, and cryptocurrency in one place.
Getquin
Best for: European retail investors who enjoy community-driven investing and portfolio sharing
getquin is a Berlin-built portfolio and net worth tracker with a social layer at its center: public profiles, a community ideas feed, and bank and broker connections on the free tier.
Ghostfolio
Best for: Privacy-conscious, technically skilled investors who prefer self-hosted open-source solutions
Ghostfolio is an open source, AGPLv3 wealth management app for stocks, ETFs and crypto, run either on your own server or on the maintainers' hosted service.
Portfolio Performance
Best for: Detail-oriented German and European investors who want free, powerful desktop software with full control
Portfolio Performance is a free, open-source desktop app for tracking investments and analyzing portfolio returns.
| Platform | Key Features | Pricing |
|---|---|---|
|
|
Extensive dividend and tax tracking, Cryptocurrency support, Customizable reports | No free plan; 14-day trial, then from 240 AUD/year in Australia or 90 USD/year globally |
|
AllInvestView
|
Real-time portfolio tracking, AI-powered insights, Tax optimization & reporting, Fixed income tracking, Options pricing & analytics, Dividend tracker & forecasting, Broker sync integration, Multi-currency support, Community-driven development | Free plan available, plans from $6.99/month (Lifetime deal available) |
|
Sharesight
|
Capital gains reports for Australia and Canada, FIF reports for New Zealand, Automatic dividend and DRP tracking, 200+ broker connections | Free plan with 10 holdings; paid plans from $9.33/month, unlimited holdings from $24/month |
|
Snowball Analytics
|
Dividend calendar, ex-dates and forecasting, Dividend Rating on 13 fundamentals, Automatic broker sync across more than 1,000 institutions, Fund X-Ray on Analytics since July 2025 | Free tier (1 portfolio, 10 holdings); paid plans billed yearly from $79.99/yr, up to $249.99/yr |
|
Wealthica
|
Connects to Canadian banks and brokerages, Daily sync of balances and holdings, Supports cryptocurrency | No free plan; 14-day trial, then from $50/year ($6.25/month) |
|
Getquin
|
Public profiles, following and a community ideas feed built into the core product, 2,000+ bank and broker connections available on the free tier, DeepDive look-through into the composition of ETFs and stocks, iOS, Android and web apps kept in step | Free tier; Premium 89.99 EUR/yr; Wealth 149.99 EUR/yr (annual billing only) |
Asset and reporting coverage. ✓ = full native support · ● = partial or manual · × = not supported.
| Tool | Stocks / ETFs | Bonds | Options | Crypto | Custom assets | Dividend tracking | Multi-currency | Broker sync | CGT reports | Free tier | Mobile app | Advisor features |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AllInvestView | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Navexa | ✓ | ● | × | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | × | ✓ | ✓ |
| Getquin | ✓ | ● | × | ✓ | ● | ✓ | ✓ | ✓ | × | ✓ | ✓ | × |
| Ghostfolio | ✓ | ● | × | ✓ | ✓ | ✓ | ✓ | ● | ● | ✓ | ● | × |
| Portfolio Performance | ✓ | ● | × | ✓ | ● | ✓ | ✓ | ● | ● | ✓ | ✓ | × |
| Sharesight | ✓ | ● | × | ✓ | ● | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ● |
| Snowball Analytics | ✓ | ● | ● | ● | ● | ✓ | ✓ | ✓ | ● | ✓ | ✓ | × |
Our pick, and why
#1 Navexa Alternative
AllInvestView
Portfolio tracking, analysis and tax reports
Your ASX shares, franked dividends and CGT parcels live in one record, with the 50 percent discount worked out parcel by parcel. From there you can measure any date range, open your ETFs to see the companies inside, and keep US shares, crypto or an investment property in the same portfolio.
Our take: AllInvestView keeps your returns, franking and CGT parcels in one portfolio, and goes further with fund look-through, bonds and options.
Where that shows up against Navexa
Performance and franked income in one place
AllInvestView works out your return from dated cash flows, so money you deposit doesn't count as performance. Holdings and accounts get money-weighted returns, and the portfolio's time-weighted return is charted against the benchmark you pick. You can also measure performance between any two dates.
Each dividend keeps its franking percentage and the credit that comes with it. Set a default rate for a payer through a dividend rule, adjust a single payment when the statement says otherwise, and choose whether franking credits count in your income totals. Withholding on overseas dividends is recorded too, so gross and net income both stay visible.
AllInvestView
Items 11, 18 and 20, ready for myTax
The Australian filing pack turns a July to June income year into the numbers your return asks for. Item 11 gets your unfranked and franked amounts with franking credits, item 18 your capital gains and losses carried forward, and item 20 your foreign income. Everything is in AUD, with each foreign-currency trade converted on its own date.
Capital losses come off before the 50 percent discount, and only parcels held 12 months or more receive it. Parcels match first in, first out, or you choose which ones each sale closed and see the discount effect on each. Once you close the year its figures stay fixed, and the pack exports to PDF, Excel or CSV for your accountant.
AllInvestView
Beyond the ASX: funds, currencies and other assets
Portfolio X-Ray opens your ETFs and adds their holdings to the shares you own directly. A broad index fund and a few bank shares bought on their own often overlap more than you think, and X-Ray shows how much of each company you really hold.
US shares, crypto and an investment property can share one portfolio, converted into your display currency. Bonds come with yield to maturity and duration, options with their Greeks. Capital gains rule sets cover 17 countries, which helps if you move overseas or keep an account in another country.
AllInvestView
Free plan, no credit card. Starter at $6.99/month, or own it once with the lifetime deal.
Create a free accountMove your history
Your CGT numbers depend on the original buys, so moving starts with the full trade history rather than today's holdings.
- CommSec and Stake Australia connect read-only through direct broker sync and keep updating on their own.
- For other brokers, Magic Import reads CSV and Excel trade files, works out unfamiliar column layouts and lists the parsed trades for you to check before anything is saved.
- Dividends can carry their franking percentage, and dated valuations cover an investment property or a private holding with no market price.
AllInvestView
If a capital gain or a franking credit looks wrong, open a support ticket and attach the contract note or statement. The whole exchange stays in one thread, and the team checks the trades that produced the figure.
See how support worksQuestions people ask about Navexa
Is AllInvestView better than Navexa for Australian investors?
AllInvestView covers your ASX shares, franked dividends and Australian capital gains figures, then adds fund look-through and risk analytics on top.
Does AllInvestView calculate time-weighted returns like Navexa?
Yes, AllInvestView charts time-weighted portfolio returns against your chosen benchmark.
Which Navexa alternative handles franking credits and the CGT discount?
AllInvestView records franking on each dividend and can include the credits in your income totals. Its Australian filing pack applies capital losses first, then the 50 percent discount to parcels held 12 months or more, and reports the results at items 11 and 18 in AUD.
How much does Navexa cost in Australia?
Navexa Basic is 240 AUD a year and includes tax reporting and the ATO MyTax report. Standard is 300 AUD and adds unrealised CGT and an income calendar. Premium is 480 AUD and adds manual parcel selection. Every plan starts with a 14-day trial. AllInvestView has a free plan, paid plans and a lifetime option.
Can I choose which parcels I sold?
Yes. The Australian pack matches first in, first out by default, and you can pick the parcels each sale closed instead. Every parcel shows whether it qualifies for the discount before you settle on a choice.
Does AllInvestView connect to CommSec?
Yes. CommSec and Stake Australia connect read-only through direct broker sync. Other Australian brokers come in through their trade export, which Magic Import reads and shows for review before saving.
Can I track US shares and crypto next to my ASX portfolio?
Yes. Holdings in US dollars or other currencies convert into your display currency, and the Australian pack converts each foreign trade to AUD on its own date. Crypto and an investment property can sit in the same portfolio.
Is there a free way to try a Navexa alternative?
Yes. The AllInvestView free plan covers one portfolio with up to ten stock holdings, and new accounts start with a 14-day Advanced trial without a card. The Australian filing pack and direct broker sync come with paid plans.
Navexa Pro, from 180 AUD a month billed annually, gives accountants a client portal with client and team management under one login.
Disclaimer: This comparison is based on independent research conducted in 2026, with pricing verified on 2026-10-12. We are not affiliated with Navexa or any third-party product mentioned. Pricing and features may change. Please verify details on each platform's official website.