Richify vs Navexa

Navexa is an Australian portfolio tracker for shares and crypto, offering multi-exchange auto-sync, detailed performance analytics, dividend tracking and Australian capital-gains tax reporting.

7
Richify Wins
1
Tied
4
Navexa Wins

Feature Comparison

FeatureRichifyNavexa
Net Worth Tracking (AUD)All assets & liabilitiesInvestment portfolio focus
Shares & ETF PerformanceHoldings & allocationDetailed performance analytics
Dividend TrackingIncome overviewStrong dividend tracking
CGT & Tax ReportsPortfolio summaryAustralian CGT tax reports
SuperannuationNative super trackingLimited / manual
Property & Mortgage in Net WorthBuilt-in, manual
AI Explanations & CoachingBuilt-in AI (Felix)
What-If Scenario PlanningSalary sacrifice, rate rises, HECS
Auto-Sync / Exchange ImportMulti-exchange auto-sync
Privacy-First (no linking)Manual entry, no linkingConnects to exchanges/brokers
Multi-Country Support7+ countriesAustralia-focused
PricingFree trial, then paid plansFree tier + paid plans

✅ Why Choose Richify

  • All assets in one view: shares + super + property + cash + crypto
  • Built-in AI (Felix) that explains your finances in plain English
  • What-if scenarios: salary sacrifice, rate rises, income changes, HECS
  • Superannuation and property treated as first-class net worth
  • Privacy-first: manual entry, no exchange or broker linking
  • Multi-country support beyond Australia

Navexa's Strengths

  • Multi-exchange auto-sync and trade import
  • Detailed portfolio performance analytics
  • Strong dividend tracking
  • Australian CGT and tax reporting for listed investments
  • Purpose-built for active share and crypto investors
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The Verdict

Navexa is the better tool if you focus on shares and crypto and want auto-sync, performance analytics and Australian CGT tax reporting. Richify is the better fit if you want your whole Australian net worth — super, property, shares and cash — in one AUD view, with built-in AI explanations and what-if planning around super, rates and HECS. Use Navexa for investment analytics, Richify for total wealth and planning. Richify offers a free trial before paid plans.

Last reviewed: · Reviewed by the Richify team

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❓ Frequently Asked Questions

Is Richify a good Navexa alternative?

It depends on what you want. Navexa is a strong Australian portfolio tracker for shares and crypto, with auto-sync, performance analytics and CGT tax reporting. Richify is built for your whole net worth — super, property, shares and cash in one AUD view — with AI explanations and what-if planning. For listed-investment analytics and tax, Navexa is excellent; for total wealth and planning, Richify is the better fit.

Does Navexa track superannuation and property?

Not as a core feature. Navexa focuses on investment portfolios (shares, ETFs, crypto) with performance and CGT reporting. Super and property are limited or manual. Richify treats super and property as first-class parts of your net worth.

Does Navexa auto-sync my holdings?

Yes — Navexa supports multi-exchange auto-sync and trade import, which is a convenience advantage. Richify is manual-entry and privacy-first, so nothing is linked automatically.

Can Richify model extra super or rate rises?

Yes. Richify's Australia what-if scenarios model salary sacrifice into super, interest-rate rises, income changes, HECS/HELP and property moves — which Navexa does not do.

Which has better tax reporting?

Navexa, for listed investments — its Australian CGT and dividend reporting is a genuine strength. Richify focuses on holistic net worth and planning rather than detailed CGT statements.

Does Richify give financial advice?

No. Richify is educational and not licensed to give personal financial advice. It explains and models your finances; for personal advice, see a licensed Australian adviser.

Comparison is educational only. Features and pricing may change. We strive for accuracy but recommend verifying directly with each service.