Navexa alternative for active traders
Navexa tracks your portfolio. Swingfolio tracks your edge. Get trade-level analytics, strategy tracking, portfolio heat, and AI insights — one price, every feature, no broker access required.
| Ticker | Value | Return | Type |
|---|---|---|---|
| BHP.AU | $12,450 | +8.2% | Equity |
| NAB.AU | $8,200 | +3.1% | Equity |
| CSL.AU | $15,800 | -1.4% | Equity |
| WES.AU | $6,100 | +12.5% | Equity |
Why active traders look beyond Navexa
Navexa is built for investors who want portfolio tracking, benchmarking, and tax reporting. It does that well. But if you actively trade — managing setups, enforcing entry and exit rules, tracking risk across positions — you need analytics designed for how you trade, not just what you hold.
Feature comparison
| Feature | Swingfolio | Navexa |
|---|---|---|
| Trade journaling | Full journal with setup, stop, target fields | Transaction log only |
| Strategy rule tracking | ||
| AI trade reviews | ||
| Portfolio heat monitoring | ||
| R-multiple tracking | ||
| Performance metrics | 17+ trading-specific metrics | Portfolio return and dividend metrics |
| Multi-portfolio support | ||
| Tax reporting (Australia) | ATO-ready CGT with 50% discount | ATO-ready with multi-country support |
| Benchmarking | Strategy-level benchmarking | Market index benchmarking |
| Data import method | Any broker via CSV, AI extraction, or email forwarding | Manual entry and CSV import |
| Pricing | $25/month — every feature included | Tiered plans with feature limits per tier |
Best for active traders who need trade-level analytics, strategy tracking, portfolio heat, AI insights, and performance metrics beyond portfolio returns.
Best for passive investors who need portfolio tracking, market benchmarking, dividend tracking, and multi-country tax reporting.
What Swingfolio gives active traders
- Trade-level performance analytics — Win rate, R-multiples, expectancy, profit factor, and 17+ metrics calculated automatically per strategy.
- Portfolio heat and risk visibility — See total open risk across all positions before adding another trade. Set heat limits and get warnings.
- AI-powered trade reviews — AI analyzes your real trade data to surface profitable patterns and flag recurring mistakes.
- Strategy tracking with rule adherence — Define entry and exit rules, then measure how consistently you follow them across every trade.
- Universal import — no broker access needed — Import from any broker via CSV, AI extraction from screenshots, or email forwarding. No credentials required.
- One price, full access — $25/month gets you every feature. No tiers, no limits, no features locked behind higher plans.
Which platform fits your workflow?
Choose Swingfolio if you:
- Actively swing trade
- Want to track strategy performance
- Need portfolio heat and risk visibility
- Want AI to review your trades
- Care about improving your process
Choose Navexa if you:
- Primarily hold passive investments
- Need market index benchmarking
- Prefer simple manual entry and CSV import
- Need multi-country tax reports
- Focus on dividend income tracking
Swingfolio vs Navexa FAQ
Related pages
Analytics built for how you trade, not just what you hold.
Try Swingfolio core features free for 30 days. Premium is $25/month after that and includes broker imports for new subscribers; grandfathered Foundation accounts keep access.