Beanvest logo

Beanvest

by Beanvest · Since 2020
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorBeanvest
Year launched2020
StatusActive
LocationTallinn, Estonia 15551, EE
Countries servedGlobal
Languages7
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesNO

About Beanvest

Beanvest is an investment management and stock portfolio management software designed to help users optimize their financial portfolios.

Beanvest is a modern, AI-enhanced portfolio tracking and stock research platform that aims to simplify long-term investing by combining performance analytics with a strong “quality investing” philosophy, and it stands out for its focus on helping users identify fundamentally strong companies rather than just tracking numbers. At its core, Beanvest allows investors to consolidate multiple assets including stocks, ETFs, mutual funds, and even cryptocurrencies into a single dashboard, where they can monitor portfolio performance, visualize allocations across sectors, countries, and currencies, and benchmark results against indices like the S&P 500, which helps users understand whether their strategy is outperforming the market. What makes the platform particularly interesting is its proprietary “Quality Score” system, which evaluates companies based on factors such as competitive advantage (moat), financial strength, predictability, pricing power, and management quality, enabling users to quickly identify high-quality investment opportunities and assess whether they are fairly valued or undervalued. In addition, features like automated profit calculations, multi-currency support, and real-time or near-real-time updates enhance usability and reduce reliance on manual spreadsheets.

Pros & Cons

Pros
  • Helps users manage their stock portfolio effectively
  • Provides real-time updates and analysis of investment performance
  • Offers personalized investment recommendations tailored to individual goals
  • Simplifies the process of tracking and monitoring investments
  • Allows for easy diversification of investment holdings
Cons
  • Some users report performance issues and less intuitive interface in certain cases.
  • Premium features require subscription, and pricing transparency may vary.
  • Broker integration is limited (e.g., mainly DEGIRO), reducing automation for some users.
  • May lack advanced analytics compared to institutional-grade platforms.
  • Still evolving, with some features marked as “coming soon” or under development.

Features

Key features

Portfolio Performance Tracking

Monitors investment performance across multiple assets, automatically calculating returns with fees, FX, and dividends included.

Benchmark Comparison

Compares your portfolio against indices (e.g., S&P 500) or custom benchmarks to evaluate performance.

Asset Allocation Visualization

Provides visual breakdowns of holdings by sector, country, currency, asset class, and more.

Quality Investing Research

Uses a proprietary “Quality Score” to identify fundamentally strong companies with durable competitive advantages.

Fair Value and Valuation Tools

Offers valuation insights such as fair value estimates and DCF-based analysis to guide buy decisions.

Additional features

Multi-Asset Coverage

Tracks over 250,000 assets including stocks, ETFs, mutual funds, bonds, commodities, and cryptocurrencies.

Transaction History and Auto Calculations

Maintains full transaction logs with automatic profit/loss and currency conversions.

Portfolio Benchmark Simulation

Simulates how your investments would perform if allocated to a benchmark index.

Broker Integration and Data Import

Syncs with brokers like DEGIRO and supports CSV imports from platforms like Interactive Brokers.

Real-Time or Near Real-Time Updates

Updates portfolio values frequently (e.g., every 5–15 minutes depending on exchange).

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

Global
Countries served
7
Interface languages
13
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutch

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇳🇿NZD🇭🇰HKD🇸🇬SGD🇸🇪SEK🇳🇴NOK🇩🇰DKK

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