# Navexa Portfolio Tracker — Understand your portfolio

> Investment portfolio tracker for stocks, ETFs, and crypto with real-time analytics. (iPhone/iPad app by Navexa.)

- Source: https://appshunter.io/ios/app/navexa-portfolio-tracker/id1505172636 (this page in markdown: same URL + `.md`)
- Developer: [Navexa](https://appshunter.io/developer/1505172455)
- Category: Finance, Productivity
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 15.1 · 63 MB
- Languages: American English
- Released: 2020-04-07
- Data updated: 2026-08-19
- Monetization: free with in-app purchases
- User reviews in markdown: https://appshunter.io/ios/app/navexa-portfolio-tracker/id1505172636/reviews.md

## What is Navexa Portfolio Tracker?

Most portfolio apps give you a number. Navexa gives you the truth.

Track & analyze all your stock, ETF, crypto and cash holdings in a unified account. See your capital growth, income, currency gains & losses, and most importantly, your annualized, compounding total performance, benchmarked against the market, from the multi-portfolio level down to each individual buy and sell.

PURE PERFORMANCE CLARITY
• Total return, capital growth, dividends and currency — no smoke, no mirrors.
• Benchmark against your index of choice to understand your performance versus the market.
• Drill into performance by portfolio, sector, holding and parcel.

SUPERIOR INCOME INTELLIGENCE
• A clean calendar of every dividend, paid and incoming
• Actual vs estimated income across your whole portfolio
• Measure how much your income is contributing to your total performance

AUTOMATED TAX CALCULATION & OPTIMIZATION
• Capital gains tracked & calculated automatically
• Taxable income summaries and ATO myTax-ready figures
• Deploy CGT strategies (FIFO, LIFO, Min/Max Gain) or use Manual Parcel Selection

SERIOUS TRACKING FOR SERIOUS INVESTORS
• Seamlessly connect your broker and import trades in minutes.
• Run multiple portfolios and custom groups
• Add files and notes to holdings and trades

With Navexa, your data is yours. We never sell it, and we don't use it to train AI models. The providers we work with are listed at https://www.navexa.com/subprocessors

Get started free.

Note: Navexa is a portfolio tracking and reporting tool, not a financial adviser. It does not provide financial, tax or legal advice.

Terms of Use (EULA): https://www.navexa.com/terms
Privacy Policy: https://www.navexa.com/privacy

## Key features

- Real-time holding and portfolio tracking
- Detailed charting and analytics
- Track stocks, ETFs, and crypto
- Automated dividend tracking
- Annualized performance calculation
- Web platform for more data

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Basic Plan | $19.99 | per month |
| Standard | $24.99 | per month |
| Premium | $39.99 | per month |


## Recent user reviews (6 of 6)

All indexed reviews: https://appshunter.io/ios/app/navexa-portfolio-tracker/id1505172636/reviews.md

### 5/5 — Awesome update

*2026-07-15*

Wow what a lovely update today.  This app is really a useful app now.  Thanks.

### 1/5 — Really

*2025-08-26*

I’ve paid for a full year funds have gone from my bank 4 days ago and it’s still in demo mode…unable to speak to a real person…next stop see if I can get my money back!

### 2/5 — Good promise, poor execution, seems immature.

*2023-02-07*

Turned off as soon as I hit a bug where it wouldn’t recognise my date format when adding a purchase in the form DD/MM/YYYY. Honestly, app should be able to handle something that basic. 

the monthly prices on the app don’t match up with the monthly prices on the web. 

And also, when adding a sale you’re not given the option of selecting which lot your selling from - which is really important for CGT purposes here in Australia.

Lastly, the app gives off a really bad copy of delta’s app vibe. You can see that’s the style they went for, it almost appears like a direct copy in places, however, UI is very rough around the edges (alignment issues for instance).

### 5/5 — Best portfolio tracker out there - by far

*2021-10-19*

Navexa was already better than other apps, but the update to 2.0.0 now makes it undoubtedly #1. Totally recommend this to anyone.

### 4/5 — What else do you need?

*2021-09-06*

This excellent app displays almost everything that I want to know of my portfolios.

### 2/5 — What?

*2021-07-05*

You have to be kidding me. I could code that in a week.

**Developer response:** Hey tslewis4, check out the latest version of the app! We rebuilt it from scratch to be a much more pleasant experience

## Frequently asked questions about Navexa Portfolio Tracker

### What kind of investments can I track with Navexa?

Navexa allows you to track stocks and ETFs listed on the ASX, NYSE, and NASDAQ, as well as your personal cryptocurrency holdings. It uses official market data for accuracy.

### How does Navexa calculate investment performance?

Navexa calculates true, annualized performance by factoring in your investment's income, fees, and the time it has been held. This provides a comprehensive view beyond just price changes.

### Does Navexa offer a free version?

Yes, you can start using the Navexa portfolio tracker for free. The app provides access to core tracking and analytics features without an initial cost.

### What are the subscription plans for Navexa?

Navexa offers several subscription plans, including a Basic Plan at $19.99/month, a Standard Plan at $24.99/month, and a Premium Plan at $39.99/month, providing access to advanced features.

### Is my financial information secure with Navexa?

Navexa prioritizes user security and confidentiality. Your information is 100% confidential and secure, and Navexa will never share your account information with third parties.

### Can I track dividends with Navexa?

Yes, Navexa automatically records and tracks dividends for each of your holdings. You also have the ability to manually edit and update your dividend information within the app.

### Is Navexa available on PC or laptop?

Yes, you can log in to the Navexa platform on your PC or laptop for even more extensive data on your holdings and portfolios. This includes powerful capital gains and income tax reports.

### How often is Navexa updated?

The latest version of Navexa is 2.1.17, and the app was last updated on March 20, 2026. This indicates a commitment to regular updates and improvements.

## Version history (last 5 releases)

### 3.0.4 — 2026-08-02

Sharper holdings, and an app that remembers how you like to work.

- Holdings list: two metrics per row, collapsible group totals, tap to expand
- Every portfolio remembers its own filters, sort and date range
- Create and edit Portfolio Views right in the app
- See your holdings in local currency
- iPad fixes: trade editing, confirm icons, layout polish
- Android sign-in no longer interrupted by an app picker

Go see your real returns.

### 3.0.3 — 2026-07-23

Sharper numbers, smarter reports — and an app icon that finally reads the room.

• "Today" returns now match the web to the cent — no more inflated daily figures
• Report tables grew up: full columns like the web, and tap any header to sort
• Export any report to XLSX or PDF — now one tap, right from the toolbar
• One Positions control everywhere (All · Hide Closed · Open Only) that syncs across the app
• Tax settings a tap away on every tax report — change them and the numbers refresh instantly
• Big values keep their cents: $2.59M, not $2.5M
• Trades list shows the price you paid, not the broker fee
• A dark app icon that follows your system theme
• Android help, currency and grouping fixes, plus a stack of polish

Go see your real returns.

### 3.0.2 — 2026-07-21

Navexa on iPad — and a whole lot smoother.

• iPad, done properly: sidebar, multi-column dashboard, wide reports
• Every currency, everywhere — not just AUD (the rest were feeling left out)
• Faster screens that never flash blank
• Dates in your chosen format
• A hundred little polishes, and a few bugs shown the door

Go see your real returns.

### 3.0.0 — 2026-07-15

The biggest leap we've ever shipped.

Navexa 3.0 is rebuilt from the ground up — faster, sharper, and honestly kind of beautiful.

• A whole new overview that benchmarks you against the market in real time
• Performance, income and tax reports, completely reimagined
• A dividend calendar that shows every payday coming
• ATO-ready tax reports in seconds — no spreadsheet gymnastics
• Gorgeous new dark & light themes

Go see your real returns.

### 2.1.17 — 2026-03-20

- Improved app analytics and performance monitoring
- Minor stability improvements

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-19.*