⚡Stack Radar

Investment & Portfolio Tracking · Reviewed 27 Oct 2026

Navexa

Portfolio tracking, analytics, and reporting platform for investors.

from $7.5 · free tier · navexa.com ↗

Paid against free › Investment & Portfolio Tracking › Navexa

Navexa at a glance
62.6KEstimated total trafficModeled monthly visits798Ranking keywordsPublic search sample94/100Technical health15 pages checked0Referring domainsLive backlink summary

Overview

01

Summary

The useful answer before the supporting detail.

Navexa is a portfolio tracking, analytics, and reporting platform that lets investors track all their investments in a single account S1. It was built by investors who couldn't find the tools they needed, and it solves the problem of not knowing true portfolio returns S1 S26. The platform connects to 175+ brokers and exchanges to automatically import trades, and it provides performance benchmarking and tax reporting S26.

02

Product identity and positioning

Name, category, positioning, audience, and first-party claims.

  • Identity: Navexa is a portfolio tracking, analytics, and reporting platform S1.
  • Core purpose: It solves the problem of investors not knowing their true returns and lacking precise tracking tools S26 S1.
  • Intended users: Investors worldwide who want to track and optimize their portfolio performance S1.
  • Product scope: A web-based platform that tracks stocks, ETFs, crypto, cash, property, and unlisted investments S1 S26.
  • Positioning: "One place for all your investments" S1.
  • Claimed distinction: Built by investors who couldn't find the tools they needed, implying a focus on investor needs S1.
03

Use cases and audiences

Who the product serves and the jobs it is designed to handle.

AudiencePractical use case
Self-directed investorsTrack all investments in one place and understand true portfolio performance S1 S26.
Australian investorsManage portfolios and tax reporting, with support for local brokers like CommSec S162 S26.
International investorsTrack investments across global markets and currencies S1 S26.
Tax-conscious investorsOptimize tax outcomes with cost base adjustments and tax reporting S26.

Features

09

Features and capabilities

Core functions and evidence-backed product capabilities.

CapabilityWhat it does
Multi-asset trackingTracks stocks, ETFs, crypto, cash, property, and unlisted investments in one account S1 S26.
Broker integrationAutomatically imports trades from 175+ brokers and exchanges S26.
Performance analyticsCalculates true returns, benchmarks against indices like the S&P 500, and shows capital gains and income S26.
Tax reportingHelps with tax optimization and cost base adjustments for ETFs S26.
Dividend trackingTracks dividend income and automatic DRP (Dividend Reinvestment Plan) S112.
MCP serverConnects to AI assistants like AI modeland Cursor for plain-English portfolio queries S26.
Public APIREST API for reading and updating portfolios, holdings, trades, and reports S132.
10

Integrations and ecosystem

Connected products, exports, APIs, and workflow compatibility.

Integration or interfaceTypeWhat it enables
Broker connections (175+)IntegrationAutomatically syncs trades from brokers like Schwab, Interactive Brokers, Fidelity, Robinhood, Webull, and DEGIRO S26.
MCP serverAI interfaceConnects to AI model, Cursor, and other MCP clients for plain-English portfolio queries S26.
Public APIAPIREST API for reading and updating portfolios, holdings, trades, and reports S132.
Spreadsheet uploadData portabilityAllows importing portfolio data via spreadsheet upload S26.

Pricing

11

Pricing and plans

Published plans, free access, trials, credits, and pricing limitations.

Plan or offerVerified price and billingIncludedLimits
Basic$7.50 per month, billed annually ($90/year) S1121 portfolio, unlimited holdings, 1 custom holding group, 220 API requests per portfolio per hour S112Not established
Standard$10.50 per month, billed annually ($126/year) S1123 portfolios, extra from $3/month, income calendar and advanced reports S112Not established
Premium$16 per month, billed annually ($192/year) S11210 portfolios, extra from $5/month, priority support, 10 custom holding groups, 660 API requests per portfolio per hour S112Not established
Free trial14-day free trial, no credit card required S1Full access during trial S1Not established

Competition

12

Competitive landscape

Domains competing for the same organic search demand.

Sampled competitors

CompetitorFirst-page appearancesSampled queriesAverage positionQueries observed
dividend.watch111stock dividend calculator by ticker
apps.apple.com112navexa
dripcalc.com112stock dividend calculator by ticker
au.linkedin.com113navexa
marketbeat.com113stock dividend calculator by ticker
trustpilot.com114navexa
wisesheets.io114stock dividend calculator by ticker
youtube.com115navexa
play.google.com116navexa
dividendcalculator.io116stock dividend calculator by ticker

Website intelligence — Collected evidence

Customers, testimonials, and first-party review claims

No supporting public-page evidence was collected for this category.

Independent review sources discovered

No links to supported independent review platforms were discovered on the collected pages.

13

AI visibility

Measured ChatGPT and Google AI mentions with cited sources.

AI-assistant referral traffic

  • Estimated current generative-AI referral share: 0.0%

Scout traffic model did not return a separate AI-referral trend series for this domain.

Website intelligence — Collected evidence

Site-stated AI capabilities

Page typeEvidenceSource
otherThe company is responsive to questions and its AI help is quite comprehensive. For a non accountant I need to learn the significance of anaylsing how the portfolio is going. It is good to have crypto tracked for tax and all other investments in one place.https://www.navexa.com/
integrationsConnect Navexa to Claude, Cursor and other AI assistants with the Navexa MCP server, or build on the same data with the Public API. Both are included on every plan.https://www.navexa.com/developers
integrationsFor AI assistantshttps://www.navexa.com/developers
integrationsAsk your AI assistant about your actual portfoliohttps://www.navexa.com/developers

These are first-party product claims, not independent measurements of AI-search visibility.

14

Marketing opportunities

Actions calculated directly from the collected evidence.

OpportunityRecommended actionEvidence
Striking-distance keywordMove “kucoin portfolio” from position 5 toward the top three.Volume 170 · https://www.navexa.com/integrations/kucoin-futures
Important pageStrengthen the page already earning search visibility before creating an unrelated page.https://www.navexa.com/blog/sixteen-of-the-best-investing-personal-finance-blogs-podcasts · 3 sampled keywords · best position 4
Competitor gapReview the sampled queries where dividend.watch appears.1 first-page appearances across stock dividend calculator by ticker

Website intelligence — Collected evidence

Website evidence gaps

  • features: no usable public page was collected; verify whether the site publishes this evidence.
  • customers: no usable public page was collected; verify whether the site publishes this evidence.
  • reviews: no usable public page was collected; verify whether the site publishes this evidence.
  • changes: no usable public page was collected; verify whether the site publishes this evidence.
  • identity: no usable public page was collected; verify whether the site publishes this evidence.
  • technical: no usable public page was collected; verify whether the site publishes this evidence.

Trust and proof

15

Customers, proof, and reviews

Published proof, customer signals, and review evidence.

Independent reviews

PlatformPageHow it was foundNote
TrustpilotNavexa Reviews / Read Customer Service Reviews of navexa.ioGrounded web searchReviewers had a great experience with this company. Customers consistently praise the product for its effectiveness in tracking portfolios and simplifying investment management. Many highlight the intuitive user interface on both web and mobile, making it easy to add and update portfolios, often dir ectly importing from trading platforms. The tax reporting tools are frequently mentioned as outstanding, saving significant time and effort for users. People appreciate the clear overview of their in
RatingFactsNavexa Reviews / Read 91 Customer Ratings of navexa.io / RatingFactsGrounded web search## Rated 4.47 out of 5 by 91 customers ... Overwhelmingly positive user feedback highlights Navexa as a top-tier portfolio tracker with strong functionality, responsive ... superior customer service compared to competitors. Some recurring issues relate
TrustburnFree NAVEXA Reviews/Feedback. NAVEXA Testimonials. Is NAVEXA legit?Grounded web search# Navexa 4.1· 10 Reviews Average rating Great 4.1/ 5 Based on 10 reviews ... Navexa is a great investment tracking platform. It has a user-friendly ... provides all the necessary tools for analyzing investments. The portfolio performance charts are
navexa.comNavexa Reviews / What Investors SayGrounded web searchThe 37 reviews rated three stars or lower are on our Trustpilot profile, where we cannot edit or remove them either. 4.5 Trustpilot rating 351 Reviews on Trustpilot 89% Four or five star 6 years Of reviews, 2020 to now
navexa.comPortfolio Tracking for Investors Worldwide / NavexaGrounded web search## Investors rate Navexa 4.5 out of 5. Every one is a real Trustpilot review, and every one links to the review itself. These are the most recent of the 300 rated four or five stars. ... made my tax return a breeze. The site is easy to use, and

Customer proof

Proof typeNamed customer or sourceEvidence
Case studyThom Bennycustomer case study — “ We’ve slashed our Customer Acquisition Cost by around 50% and DOUBLED the size of our userbase Thom Benny ... (Users Up 100% CPA Down 50%)
Review profileNavarre Trousselottestimonial — Australian self-directed investors were stuck managing their portfolios in spreadsheets or through broker interfaces that weren't built for tracking. (Navexa / AitchSoft)

External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.

16

Company, security, and trust

Ownership, policies, security signals, and public trust evidence.

SignalFindingSource
Company and ownershipNavarre founded Navexa in 2017 — as a solo developer, investor, and father who was frustrated with the state of portfolio tracking tools available. The existing options were either too expensive, too limited, or simply nsource
Contact and supportAPI requests per portfolio, per hourYour account's hourly allowance is this figure times the portfolios you own. Pro limits are set per account, so contact us if you need more.source
Legal and privacyCancel anytime, with a 6-month satisfaction guaranteesource
Security and complianceYes. Your data is encrypted in transit with 256-bit TLS and encrypted at rest. Navexa uses connections that never need your broker or exchange sign-in password. You either sign in with our connection provider, or createsource
Uptime and status pageNot published on the collected pages.—
Domain registered2017-07-13—
Domain expires2027-07-13—

Not found on the collected pages: uptime and status page. This only means Scout did not find it on the pages it read; it says nothing about the company itself.

17

Documentation and product updates

Help resources, product guidance, and visible changes over time.

Resource or updateTypeWhat is availableDate or freshness
Product FAQFAQAnswers common product, workflow, pricing, privacy, ownership, API, and team questions. (source)Not dated
The New Navexa Platform Is Here / Navexa BlogProduct updateProduct update is publicly available. (source)Not dated

Not found in the collected public sources: public roadmap, changelog or release notes, status page, separate help center or knowledge base.

Technical

18

Technical and delivery signals

Delivery model, platforms, API, data ownership, reliability claims and release activity.

SignalFindingSource
Delivery model (cloud, self-hosted, desktop, browser extension)Web-based platform S1.S1
Platforms and appsWeb app S1.S1
API and extensibility (API, SDK, webhooks, MCP, plugins)Public API and MCP server included on every plan S132.S132
Data ownership and exportData is encrypted at rest; users can revoke access keys S26.S26
Performance and reliability claimsNot published on the collected pages.—
Release activityNot published on the collected pages.—
19

Measured infrastructure

Domain, certificate, and hosting signals, measured directly.

SignalFinding
Domain registered2017-07-13 — TurnCommerce, Inc. DBA NameBright.com
Domain expires2027-07-13
First archived2018-08-06 — web archive
TLS certificateGoogle Trust Services, valid, expires 2027-01-20
Security headersX-Content-Type-Options, Referrer-Policy
Headers not servedHSTS, CSP, X-Frame-Options
Server headercloudflare
Mail handled byaspmx.l.google.com, alt1.aspmx.l.google.com
Nameserversnile.ns.cloudflare.com, elinore.ns.cloudflare.com
20

Technical site audit

A bounded multi-page crawl with page-level issues and URLs.

Scout — Bounded technical crawl

  • Pages crawled: 15 of 15 maximum
  • Technical health: 94/100
  • Critical issues: 0
  • Warnings: 16
  • Notices: 2

Issues

SeverityIssueValueAffected URL
warningTitle length should be reviewed66https://www.navexa.com/developers
warningTitle length should be reviewed70https://www.navexa.com/blog
warningTitle length should be reviewed6https://www.navexa.com/account/login
warningMissing meta description—https://www.navexa.com/account/login
warningPage should have one primary H10https://www.navexa.com/account/login
warningMissing canonical URL—https://www.navexa.com/account/login
noticeLow visible word count0https://www.navexa.com/account/login
warningTitle length should be reviewed6https://www.navexa.com/account/register
warningMissing meta description—https://www.navexa.com/account/register
warningPage should have one primary H10https://www.navexa.com/account/register
warningMissing canonical URL—https://www.navexa.com/account/register
noticeLow visible word count0https://www.navexa.com/account/register
warningDuplicate title in audit sample2https://www.navexa.com/
warningDuplicate title in audit sample2https://www.navexa.com/
warningDuplicate title in audit sample2https://www.navexa.com/account/login
warningDuplicate title in audit sample2https://www.navexa.com/account/register
warningDuplicate meta description in audit sample2https://www.navexa.com/
warningDuplicate meta description in audit sample2https://www.navexa.com/

Crawled pages

StatusTitleH1sWordsResponseURL
200Portfolio Tracking for Investors Worldwide \Navexa1270358 ms
200Portfolio Tracking for Investors Worldwide \Navexa1270358 ms
200Roi: The AI Agent Built Into Navexa \Navexa1136343 ms
200Portfolio Performance Tracking \Navexa11540153 ms
200Broker Integrations \Navexa Portfolio Tracker163488 ms
200Navexa API & MCP Server: Your Portfolio in Your Own Tools \Navexa192841 ms
200Pricing — Navexa Portfolio Tracker189346 mshttps://www.navexa.com/pricing
200About Navexa — Built by Investors, for Investors199232 mshttps://www.navexa.com/about
200Navexa Reviews \What Investors Say11340056 ms
200Contact Navexa — We're Here to Help144431 mshttps://www.navexa.com/contact
200Blog \Navexa — Portfolio Tracking & Tax Tips for Australian Investors176334 ms
200The Benchmark \A weekly letter for investors by Navexa1801122 ms
200Analysis \Navexa123923 ms
200Navexa00946 mshttps://www.navexa.com/account/login
200Navexa00951 mshttps://www.navexa.com/account/register

This is a bounded Scout crawl. Core Web Vitals and Lighthouse scores are not claimed unless a dedicated performance audit is connected.

21

Search Console and Analytics

First-party search and behavioral data connection state.

Modeled acquisition channels

ChannelEstimated share
direct75.3%
search14.7%
search organic13.4%
search paid1.3%
social4.4%
social organic2.7%
social paid1.7%
referrals1.7%
paid referrals0.0%
mail3.8%
gen ai0.0%
affiliate0.0%
other0.0%

First-party connections

IntegrationStatusData available after connection
Google Search ConsoleNot connectedClicks, impressions, CTR, average position, queries, pages, countries, and devices
Google AnalyticsNot connectedOrganic sessions, engagement, landing pages, conversions, geography, and devices

No first-party Search Console or Analytics numbers are shown until the site owner authorizes the corresponding Google account. Scout traffic model values above are modeled estimates, not private analytics totals.

Limits and method

22

Limitations and open questions

Known constraints and missing evidence from the collected pages.

The collected pages do not mention any competitors by name. Evidence gaps include lack of detailed security certifications, uptime statistics, and specific customer counts beyond a Trustpilot review count. Open questions include the exact scope of tax reporting features and the full list of supported brokers.

23

Sources, method, and limitations

Evidence inventory, collection method, provider use, and constraints.

This report is based on 15 collected pages from navexa.com, including the homepage, about, pricing, integrations, developers, and blog pages. The evidence catalog includes 180 items from these pages. External proof search was performed but only verified the existence of linked results, not their content. Limitations include potential outdated pricing or features if pages were not current at collection time.

Paid against free, in your inbox

One job at a time: the paid tools worth paying for, the free ones you can run yourself, and who should pick which.

No tracking pixels. One click to leave. We use your address to send Stack Radar and nothing else. Privacy.