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Portfolio Tracker Plans 3 Years for The Price of 2 Years: Basic $480, Standard $600, Premium $960 for 3 Years @ Navexa

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3for2

First post go easy on me,

I haven't used it but was looking into getting this or sharesight, I got an email about their 8th birthday deal.

Like i said I haven't used it but I hear its got good tax recording and it has a 6 months money back guarantee.

"Invest in a two-year Navexa subscription and get the third year for FREE.

This means you can save up to $480 instantly while locking in today’s Navexa pricing for the next three years.

Basic Plan: Save $240
Standard Plan: Save $300
Premium Plan: Save $480

(After the three years, you return to a regular annual plan.)

This birthday offer expires on Thursday at midnight AEST.

And comes with our standard six-month satisfaction guarantee - if you're not 100% satisfied with your purchase in the first six months, you get a full refund processed within 48 hours.

We’ve never offered such a large saving.

We may never again. "

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Comments

  • Couldn't you just use something like this https://cgtracker.synergize.co/trades?i=1 to track your CGT/Tax obligations for shares and not pay whatever this amount is?

    • That would just be too easy!

      This would work for people who turn over their portfolio regularly. Which is more for entertainment than long term.

  • Have you tried the free plan on sharesight?

    • Is it still limited to 10 holdings?

      If you listen to some podcasts people have turned up with like 100+ holdings (of different shares)

      • True, 10 holdings are enough for some. Especially if they are ETFs.

  • Anyone used this and Sharesight - which is better?

    • I asked AI: Which is better?

      Sharesight generally has the edge for dividend handling, especially for Australian equities,
      due to more mature automation, ease with DRP, and excellent tax reporting.
      Navexa is catching up and offers good overall tracking, but users sometimes mention the
      need for more manual processes for certain types of assets.

      If easy and automated dividend management is a top priority (especially with DRPs), Sharesight usually works better, especially for Australian investors. If you have complex needs (like crypto or non-Australian assets), Navexa is still a good option, just expect a bit more manual work in some cases.

  • I was looking at this too. I’ve used both trials but not sure if it’s worth it at this stage for me. Yahoo Finance is good for tracking and graphing your shares and dividends. Of course it isn’t as good as Navexa and Sharesight when it comes to tax reporting.
    I’ve been in contact with both Navexa and Sharesight and Navexa is much smaller but the owner is super responsive with responding to communications and considering updates. So that’s a bit positive. But I’m just not sure if I should get it or stick to Yahoo Finance for now… (I’m not needing CGT reporting yet)

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