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Metrifly vs Navexa

Two Australian-tax-focused trackers, compared on price and tax features. Both handle CGT, franking, AMIT and foreign income; the clearest differences are the free tier (Metrifly has one, Navexa is trial-only) and entry price.

Free forever · No credit card required

FeatureMetriflyNavexa
Pricing
Free tier$0 · 1 portfolio · 10 holdings · dividend trackingNone · 14-day free trial
Plan with tax reportingStarter — $12/mo billed annually ($15 monthly) · 1 portfolio · unlimited holdingsBasic — $20/mo ($240/yr)
Multi-portfolio planStandard — $20/mo billed annually ($25 monthly) · 3 portfolios · unlimited holdingsStandard — $25/mo ($300/yr) · 3 portfolios
AU Tax
AU CGT report + 50% discountSupportedSupported
Entity-aware (Individual / Company / Trust / SMSF)SupportedSupported
Sale-allocation methods (FIFO / LIFO / minimise …)SupportedSupported
Franking credits + franked/unfranked splitSupportedSupported
AMIT / trust distributionsSupportedSupported
Foreign income / FITOSupportedSupported
ATO myTax reportSupportedSupported
Assets & Coverage
Crypto assetsSupportedSupported
Multi-currency / FXSupportedSupported
Brokers / exchanges100+ brokers172+ brokers & exchanges
SMSF supportSupportedSupported

Disclosure: Metrifly is our product. Competitor facts are sourced from each competitor's own pages. Last updated: 2026-06-15.

Why Metrifly

What sets Metrifly apart

The only free tier with dividend tracking

Metrifly's free plan tracks a portfolio and its dividends. Sharesight's free tier has no tax reporting; Navexa has no free tier at all — just a 14-day trial.

Tax reporting from $12/mo

Metrifly reaches Australian CGT and income reporting on the Starter plan at $12/mo billed annually ($15 monthly) — cheaper than Sharesight ($29/mo billed annually) and Navexa ($20/mo).

Full AU-tax depth

Parcel-level CGT with the 50% discount, franking credits, AMIT, foreign income and entity-aware reporting — with the exact method published on our methodology page.

FAQ

Questions, answered

Does Metrifly have a free plan?

Yes — one portfolio, up to 10 holdings, with dividend tracking included. No credit card required. Tax reporting starts on Starter ($12/mo billed annually, $15 monthly).

What tax reports can Metrifly generate?

CGT schedules with parcel-level detail and your choice of sale-allocation method, income summaries with franking credits and AMIT, foreign income with FITO, and exports mapped to ATO myTax item codes — as XLSX or PDF from Starter upward.

Can I use Metrifly for an SMSF or trust?

Yes, on Standard ($20/mo billed annually, $25 monthly). Reporting is entity-aware across Individual, Company, Trust and SMSF — the CGT discount and presentation adjust to match how you lodge.

How do I get my trades into Metrifly?

Link a supported broker or exchange for automatic sync, or import via CSV/Excel and forward trade confirmation emails. Metrifly supports 100+ import formats; if yours isn't listed, send a sample export and we'll add it.

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Try Metrifly free

Track a portfolio and its dividends on the free plan, then reach Australian CGT and income reporting from $12/mo billed annually. No credit card required.

Free forever · No credit card required