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Metrifly vs Navexa

Two Australian-tax-focused portfolio trackers, compared on price and tax features. Both handle CGT, franking, AMIT and foreign income; the clearest differences are the free tier, entry price, and how quickly you can get to tax-ready reporting.

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FeatureMetriflyNavexa
Pricing
Free tier$0 · 1 portfolio · 10 holdings · dividend trackingNone · 14-day free trial
Plan with tax reportingStarter — $7/mo billed annually ($9 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/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.

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 $7/mo

Metrifly reaches full Australian CGT and income reporting on the Starter tracker plan at $7/mo billed annually ($9 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

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 ($7/mo billed annually, $9 monthly).

Is Metrifly a Navexa alternative?

Yes, if you want Australian tax reporting, dividend tracking, multi-asset coverage and a free tier before upgrading. Both products cover serious AU tax workflows, so the right choice comes down to pricing, broker support, exports and which interface fits your process.

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 ($12/mo billed annually, $15 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 $7/mo billed annually. No credit card required.

Free forever · No credit card required