Pricing comparison

Navexa pricing vs Metrifly: where the cost changes

Navexa and Metrifly both serve Australian investors who care about tax. The pricing decision is simpler: do you want a free portfolio before upgrading, and how soon do you need tax exports?

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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)
Standalone tax add-onNo standalone add-on · tax reports included from StarterNot publicly listed
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.

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.

Trial vs free

A timed trial is not the same as a free tier

Navexa's sourced pricing lists a 14-day trial. Metrifly's free plan can keep tracking one portfolio with up to 10 holdings and dividends.

Entry price

Metrifly reaches tax reporting earlier

Metrifly Starter is $12/mo billed annually. Navexa's sourced Basic plan is $20/mo. If tax exports are the job, start there.

Portfolio count

The next jump is about complexity

Metrifly Standard covers three portfolios and entity-aware reporting. Navexa Standard is sourced at $25/mo with three portfolios.

Pricing scenarios

What you would actually pay for

Plan names differ by product, so compare the job: testing, one portfolio with tax, or multiple portfolios/entities.

Scenario

Try tracking without a deadline

Metrifly

Free — 1 portfolio, 10 holdings, dividend tracking

Alternative

14-day free trial

Takeaway

Metrifly gives you more time to import, reconcile and decide with your own data.

Scenario

One portfolio with tax reporting

Metrifly

Starter — $12/mo billed annually ($15 monthly)

Alternative

Navexa Basic — $20/mo ($240/yr)

Takeaway

Metrifly is cheaper for the first paid tax-reporting workflow.

Scenario

Three portfolios

Metrifly

Standard — $20/mo billed annually ($25 monthly)

Alternative

Navexa Standard — $25/mo ($300/yr)

Takeaway

Both move into multi-portfolio territory; compare entity handling, imports and report exports.

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 full Australian CGT and income reporting on the Starter tracker plan at $12/mo billed annually ($15 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.

Best fit

Choose the tracker that fits your workflow

A useful comparison should help you decide, not pretend one product is best for everyone.

Metrifly is likely a fit if

  • You want to start free and upgrade only once reports or more holdings matter.
  • You want Australian tax, dividends, crypto and foreign income in one lower-entry workflow.

Consider staying put if

  • You prefer Navexa after importing your actual broker files into both products.
  • You rely on a Navexa integration or report that is central to your process.

FAQ

Questions, answered

Does Metrifly have a free tier compared with Navexa?

Yes. Metrifly Free keeps one portfolio with up to 10 holdings and dividend tracking. Navexa's sourced pricing page lists a 14-day trial rather than an ongoing free tier.

Which is cheaper for one portfolio with tax reporting?

Metrifly Starter is $12/mo billed annually ($15 monthly). Navexa Basic is sourced at $20/mo. Compare the reports, imports and workflow before deciding.

When would I need Metrifly Standard?

Use Standard when you need up to three portfolios, SMSF/entity support, trust entities or AMIT handling. It is $20/mo billed annually ($25 monthly).

Can I switch from Navexa to Metrifly?

You can import supported broker files and rebuild your portfolio history in Metrifly. Before cancelling another tool, reconcile holdings, cash, dividends and tax reports against your source records.

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 $12/mo billed annually. No credit card required.

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