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 free for 30 days. $25/month after that — trade analytics, AI insights, portfolio heat, and every feature from day one.