Navexa Portfolio Tracker vs SmartDocs 360

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

BGL SmartDocs 360 is an AI-powered paper-to-data solution that seamlessly extracts data from financial documents like invoices, receipts, bank statements and more (PDFs or images), and converts them into structured digital data. Key Features: * Various Document Types: BGL SmartDocs 360 currently processes invoices, receipts, bills, bank statements, rental property statements and property settlement statements, with more document types to come! * Capture with Convenience: Simply snap a photo of a document and upload it via our mobile app. Alternatively, you can upload or email documents directly to the software. * Extract, Classify and Convert: Effortlessly extract data, automatically categorise transactions, and convert bank statements and other document types to CSV format. * Seamless Data Integration: Automate your data workflows by seamlessly integrating with accounting solutions, such as Xero. Key Benefits: * Increased Productivity: Instantly extract vital data from your documents, boosting your productivity and efficiency. * Accurate and Reliable Data: Have confidence in your data quality by eliminating manual data entry, filing and human error. * Secure Paperless Storage: Securely consolidate all your valuable data and documents in one convenient place. * Trusted App: BGL has delivered innovative paper-to-data technology as part of its compliance offerings since 2020.