Compound vs Navexa
The short answer: Navexa is an Australian portfolio tracker for investors who want broker imports and serious capital gains reporting across shares, funds and crypto. Compound tracks your whole balance sheet, property and super included, and projects the year your investments could fund your life. Portfolio-and-tax: Navexa. Whole position and the "when could I stop?" question: Compound.
We make Compound, so read this knowing that. Every fact about Navexa below is from its own public pages as at the date above (sources at the bottom), and anything we could not confirm is left out rather than guessed. If something has changed, tell us and we will fix it.
Side by side
| Compound | Navexa | |
|---|---|---|
| Price | A$149/year or A$14.99/month; 7 free days, no card needed | Basic A$20/mo, Standard A$25/mo, Premium A$40/mo, Pro from A$99/mo (or A$240, A$300, A$480 a year); free trial available |
| Free plan | No free plan | No |
| Bank connections | No bank logins: manual-first, with bank-statement import (CSV, Excel, PDF) | Broker integrations; no bank feeds |
| Shares & ETFs | Yes: ASX and US shares and ETFs at live prices, in A$ | Yes: ASX, US, UK and European shares, Australian managed funds |
| Crypto | Yes: exchange read-only keys or public wallet addresses | Yes |
| Trusts, companies, SMSF | Yes: personal, joint, family trust, company, SMSF | Pro plan aimed at SMSFs, trusts and multiple entities |
| Financial-independence projection | Yes: your "Freedom Year", with Australian tax, CGT and super access modelled | No |
| Tax time | Yes: EOFY pack per entity for your accountant (not tax advice) | Yes: capital gains with several methods (FIFO, LIFO, minimise CGT), taxable income, myTax |
| Made in | Australia (Sabea Tech Pty Ltd) | Australia (Melbourne) |
Where Navexa is the better choice
- Capital gains reporting with a choice of methods, and taxable income reports built for share and crypto investors.
- Broker integrations that import your trades, across more global markets.
- Plans for advisers and many portfolios.
Where Compound is the better choice
- Property and super as first-class assets: loans, offsets, usable equity, rental cash flow, and super modelled as locked until 60.
- One net worth across everything you own and owe, not just the investment portfolio.
- A forward projection: the year your investments could fund your life, with Australian tax in the maths.
- Budgeting and borrowing power in the same place.
- Price: Compound is A$149 a year for the whole picture.
Which should you pick?
If you trade or hold a lot of shares and crypto and want detailed capital gains reports, Navexa is built for that.
If you want your whole position in one place and a plan for when work becomes optional, pick Compound.
Common questions
Is Navexa or Compound better for an SMSF?
Both handle SMSFs. Navexa’s Pro plan focuses on investment reporting across SMSFs, trusts and multiple entities. Compound tracks an SMSF alongside your personal, trust and company holdings, property included, and combines them into one position and one projection.
Does Compound connect to my broker like Navexa?
Not through broker feeds. Compound prices your holdings live, takes trades from forwarded contract notes with a one-tap confirm, and reads exchanges through read-only keys. Navexa’s broker integrations are deeper on the trade-import side.
Sources for Navexa, checked 7 October 2026: marketing.navexa.com/au/pricing, www.navexa.com.au/. Compound’s own details: pricing, features.
See your own numbers in Compound
Property, super, shares, cash, crypto and business in one view, and the year your investments could fund your life. 7 free days, no card needed.
Get started →