Head-to-head

Metrifly vs Navexa

Two Australian-tax-focused trackers compared on price and coverage. Tax depth is similar; the differences are free tier vs trial, entry price, and how each product handles multi-asset imports. See the Navexa alternative guide if you are planning to migrate.

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FeatureMetriflyNavexa
Pricing
Free tier$0 · 1 portfolio · 10 holdings · dividend trackingNone · 14-day free trial
Plan with tax reportingStarter — $6.67/mo billed annually ($8 monthly) · 1 portfolio · unlimited holdingsBasic — $20/mo ($240/yr)
Standalone tax add-onNo standalone add-on · tax reports included from StarterNot publicly listed
Multi-portfolio planStandard — $12.50/mo billed annually ($15 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.

Decision points

The bits that change the answer

No generic checklist: these are the trade-offs Australian investors usually discover only after importing real data.

Entry

Trial clock vs free portfolio

Navexa's sourced pricing lists a 14-day trial. Metrifly Free keeps one portfolio with dividends until you choose to upgrade.

Price

Starter vs Basic

Metrifly Starter is $6.67/mo billed annually. Navexa Basic is sourced at $20/mo. Compare report exports and import coverage with your brokers, not plan names.

Fit

When Navexa is the safer pick

If you already reconciled years of history in Navexa and your process depends on its exports, stay unless a parallel run proves Metrifly is faster to trust.

Head-to-head

Where they differ

Sourced competitor figures are dated on the matrix below; these callouts highlight the decision dimensions investors usually compare first.

Try before you pay

Metrifly

Free tier · 1 portfolio · 10 holdings · dividends

Navexa

14-day free trial (sourced pricing)

Metrifly's free plan persists; Navexa's trial is time-boxed.

First paid plan with tax

Metrifly

Starter — $6.67/mo billed annually ($8 monthly)

Navexa

Basic — $20/mo ($240/yr)

Metrifly Starter is lower on sourced annual pricing for one portfolio with tax reporting.

Three portfolios

Metrifly

Standard — $12.50/mo billed annually ($15 monthly)

Navexa

Standard — $25/mo ($300/yr)

Compare entity support and AMIT handling, not portfolio count alone.

Multi-asset in one portfolio

Metrifly

Shares, ETFs, crypto, FX in one workflow

Navexa

Shares, ETFs, crypto supported

Import your actual mix — foreign holdings and crypto disposals are the usual reconciliation test.

Tax exports

Metrifly

CGT, income, myTax mapping from Starter

Navexa

Tax reporting on paid plans

Both target AU investors; validate exports against your broker and fund statements.

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 $6.67/mo

Metrifly reaches full Australian CGT and income reporting on the Starter tracker plan at $6.67/mo billed annually ($8 monthly), below the sourced entry full-tracker tax plans from Sharesight and Navexa.

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

Metrifly vs Navexa: free tier or trial?

Metrifly has an ongoing free tier (one portfolio, 10 holdings, dividends). Navexa's sourced pricing lists a 14-day trial, not a permanent free plan.

Which is cheaper for one portfolio with tax reporting?

Metrifly Starter is $6.67/mo billed annually ($8 monthly). Navexa Basic is sourced at $20/mo ($240/yr). Compare exports and imports with your brokers before deciding.

Do both handle AMIT, franking and FITO?

Both position around Australian tax reporting. The practical test is whether each product reconciles your AMIT statements, foreign withholding and parcel history — import a real year to compare.

Where is the Navexa migration guide?

This page compares products side by side. For step-by-step switching advice and when to stay on Navexa, see the Navexa alternative page.

Keep comparing

Related comparisons

Try Metrifly free

Track a portfolio and its dividends on the free plan, then reach Australian CGT and income reporting from $6.67/mo billed annually. No credit card required.

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