Navexa Reviews 

316
TrustScore 4.5 out of 5

4.4

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Review summary

Created with AI, based on recent reviews

Considering 55 reviews, reviewers overwhelmingly had a great experience with this company. Customers frequently praise the product's ease of use, particularly for simplifying complex tax reporting and offering comprehensive insights into portfolio performance. Many appreciate its ability to save significant time and effort, with a great, responsive user interface for managing investments across various asset types. However, some customers also noted challenges with data import tools, finding them clunky or unreliable for certain brokers, sometimes requiring manual adjustments. A few other people felt customer support could be improved, citing difficulties reaching human assistance, experiencing slow or unhelpful responses, and issues with missing or changed information after updates.

What people talk about most

User experience

Reviewers mention positive feedback about user experience, highlighting its ease of use and intuitive design,... See more

Product

Customers had positive experiences with the product, highlighting its effectiveness as a must-have tool for... See more

Customer service

People report ambiguous experiences with customer service, with many reviewers praising the prompt, clear,... See more

Website

Users describe ambiguous interactions with the website, with some finding it easy to use, intuitive, and... See more

Application

Customers consistently note ambiguous experiences with the app, with some finding it user-friendly and... See more

Reviews shaping this summary

Rated 4 out of 5 stars

Suggestion - new clients who are onboarding for first time should get one hour of phone time with a support person to ask all relevant questions at the beginning of their Navexa journey. Once a year... See more

Rated 4 out of 5 stars

Whilst this is a very good bit of software, the interaction between some trading companies and their import tool requires work. I use Vanguard Personal Investor, and when I upload several trades, it b... See more

Rated 5 out of 5 stars

Still early days for me since I started using this platform; here are the highlights though. - Strong focus on portfolio performance - Even though I used it only equity markets; it has support bo... See more

Rated 5 out of 5 stars

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 valu... See more


Company details

  1. Investment Service

Written by the company

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


Contact info

4.4

Excellent

TrustScore 4.5 out of 5

316 reviews

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Asks customers to review

This company invites their customers to review, whether positive or negative

Replied to 66% of negative reviews

Typically replies within 24 hours

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4.4

All reviews

(316)

118 reviews in the last 12 months

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Rated 5 out of 5 stars

Works well for me

Works well for me with lots of features. Took quite a bit of time to load 20 years of data from Quicken 2008 but so much better now its all done.

19 October 2024
Rated 5 out of 5 stars

Makes tracking your investments that much easier

Have been using Navexa for a couple of years and have found it a great product. Easy to navigate, solid feature set and makes monitoring your returns straightforward.
After years of trading and investing without these kinds of tools, this was well worth the subscription price.

Well done team.

15 October 2024
Unprompted review
Rated 5 out of 5 stars

Fantastic platform

Fantastic platform - intuitive, clear and supremely helpful. Excellent support from Navexa team. Highly recommend

28 September 2024
Rated 5 out of 5 stars

Looks good so far

Looks good so far. Happy with the dividend tracking, customisable groups and column options.

Would like a collapsible graph on the portfolio page, but overall it performs extremely well where it’s meant to: portfolio performance.

8 September 2024
Rated 2 out of 5 stars

Still difficult to import the portfolio…

Still difficult to import the portfolio requiring significant time to do so, which is the time I could spend to calculate what I need manually. Also, was supposed to have a 7 day trial when registering but didn't get that.

8 September 2024
Navexa logo

Reply from Navexa

Hi Ramin, you get a free 14 day trial when you sign up. If you subscribe during that time, then the trial ends.

If you need help getting your data imported, please get in touch via the chat window in the bottom right of Navexa, or email us at info@navexa.io and we can help you out.

Rated 5 out of 5 stars

An easy onboarding process that worked…

An easy onboarding process that worked first go.

Great documentation. From a human factors/usability perspective, the website is clean and lovely to navigate.

From a customer service experience. I've reached out once to customer support and received a reply within 10 minutes! Fantastic! :-)

Well done to Navarre and the team! Keep up the great work.

Benjamin

28 August 2024
Rated 5 out of 5 stars

Definitely recommended

This is a great product, was super easy to import trades and fix drp share differences. Much easier than sharesight. Has all the features I need to manage multiple portfolios of asx & us shares and crypto investments

4 September 2024
Rated 5 out of 5 stars

Exceptional portfolio tracker

Navexa is an exceptional portfolio tracking platform that I highly recommend. After searching extensively for a reliable tool to track my stocks, I found Navexa, and it has exceeded my expectations. The platform is incredibly user-friendly, offering comprehensive features that make monitoring investments a breeze. What sets Navexa apart is its outstanding customer service - responsive, knowledgeable, and always ready to assist. If you're looking for a top-tier portfolio tracker, Navexa is the way to go. I highly recommend it!

15 August 2024
Rated 5 out of 5 stars

Navexa - A pleasure to use for all your portfolio tracking needs

Navexa is a fantastic tool to track and manage any investment portfolio, whether it be a simple, long term ETF portfolio, up to a more complex SMSF structure.

Being able to track not only growth, but also the overall impact of Dividends and Franking Credits is critical to get an overall idea of how a portfolio is going.

Add to this though the seamless way in which you can report CGT events at EOFY makes Navexa a critical tool for anyone getting serious about their investments.

Where Navexa outshines their competitors is their responsiveness as the platform grows. This has been the highlight for me, and the main reason why I became a subscriber.

This, coupled with their competitive price point and comparable feature set made it a no brainer on which platform to go with for my SMSF and personal portfolios.

I highly recommend giving Navexa a go.

12 August 2024
Unprompted review
Rated 4 out of 5 stars

4 and a half

4 and a half.

there was a bug with my coinspot api link where it reported inaccurate returns. i think the asset was luna.
the discrepancy was quite large. it totally distorted my crypto portfolio.

22 July 2024
Rated 5 out of 5 stars

Great Platform for Beginner Investors…

Great Platform for Beginner Investors alike. It gives you what you need to track your investment. The founder himself is helpful giving you answers and is quick to respond if you have any questions.

Keep up the good work Nav!

7 July 2024
Rated 5 out of 5 stars

Great product, a joy to use

I used the Naxexa desktop app to connect to my brokers as well as enter manual trades for some old investments. App interface is really well designed and a joy to use. Super smooth and fast screen refresh. I have been using a competitor product to assist with my tax preparation for a number of years (Stockdoctor), in my view Navexa is a better tool for tax management.

7 July 2024

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