Three-way comparison

Sharesight vs Navexa: where Metrifly fits

If you're comparing Sharesight and Navexa, you're probably past a basic broker dashboard. This page adds Metrifly as the third option and focuses on the practical decision: price, tax workflow, portfolio complexity and how much data you need to trust before EOFY.

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FeatureMetriflySharesightNavexa
Pricing
Free tier$0 · 1 portfolio · 10 holdings · dividend tracking$0 · 10 holdings · no tax reportNone · 14-day free trial
Plan with tax reportingStarter — $12/mo billed annually ($15 monthly) · 1 portfolio · unlimited holdingsStandard — $29/mo billed annually ($38.67 monthly)Basic — $20/mo ($240/yr)
Standalone tax add-onNo standalone add-on · tax reports included from StarterTax Pack — $59/yr · 1 portfolio AU tax reportsNot publicly listed
Multi-portfolio planStandard — $20/mo billed annually ($25 monthly) · 3 portfolios · unlimited holdingsStandard tier and upStandard — $25/mo ($300/yr) · 3 portfolios
AU Tax
AU CGT report + 50% discountSupportedSupportedSupported
Entity-aware (Individual / Company / Trust / SMSF)SupportedSupportedSupported
Sale-allocation methods (FIFO / LIFO / minimise …)SupportedSupportedSupported
Franking credits + franked/unfranked splitSupportedSupportedSupported
AMIT / trust distributionsSupportedSupportedSupported
Foreign income / FITOSupportedSupportedSupported
ATO myTax reportSupportedSupportedSupported
Assets & Coverage
Crypto assetsSupportedSupportedSupported
Multi-currency / FXSupportedSupportedSupported
Brokers / exchanges100+ brokers200+ brokers worldwide172+ brokers & exchanges
SMSF supportSupportedSupportedSupported

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.

Choose by job

Performance dashboard or tax system?

All three products track portfolios. For Australian investors, the deciding work is often CGT lots, franking, AMIT, FITO and myTax exports.

Choose by proof

Import your own messy year

The best test is not a demo portfolio. Import a year with DRPs, partial sales, foreign dividends or ETF distributions and see which report you would hand to your accountant.

Choose by cost

The first paid tax plan matters

Metrifly reaches full portfolio tracking with tax reports from $12/mo billed annually. Sharesight also has a standalone Tax Pack, so separate one-off tax-report needs from ongoing tracker needs.

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.

Australian tax reality check

A useful comparison should surface the awkward tax details

The hard Australian cases are rarely the headline features. They are whether a tracker keeps parcel cost bases, DRP parcels, AMIT adjustments, franking credits and foreign tax offsets in a form you can actually reconcile.

FAQ

Questions, answered

How should I compare Sharesight vs Navexa vs Metrifly?

Use your own data. Import a year with buys, sells, DRPs, dividends, foreign income or ETF distributions, then compare the tax report, income report and effort needed to reconcile the result.

Which one is cheapest?

For sourced full tracker plans with tax reporting, Metrifly starts lower: $12/mo billed annually. Navexa Basic is sourced at $20/mo, and Sharesight Standard at $29/mo billed annually. Sharesight's standalone Tax Pack is a separate tax-only option for one portfolio. Prices can change, so verify before buying.

Which has the best Australian tax reporting?

All three position around Australian investor reporting. The practical difference is whether the workflow handles your entity, brokers, AMIT statements, foreign income, parcel selection and exports clearly enough for you to reconcile.

Can I use Metrifly for SMSF or trust portfolios?

Yes, on Standard and above. Metrifly supports entity-aware reporting for Individual, Company, Trust and SMSF, with AMIT support on Standard.

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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