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.
Monitors investment performance across multiple assets, automatically calculating returns with fees, FX, and dividends included.
Compares your portfolio against indices (e.g., S&P 500) or custom benchmarks to evaluate performance.
Provides visual breakdowns of holdings by sector, country, currency, asset class, and more.
Uses a proprietary “Quality Score” to identify fundamentally strong companies with durable competitive advantages.
Offers valuation insights such as fair value estimates and DCF-based analysis to guide buy decisions.
Tracks over 250,000 assets including stocks, ETFs, mutual funds, bonds, commodities, and cryptocurrencies.
Maintains full transaction logs with automatic profit/loss and currency conversions.
Simulates how your investments would perform if allocated to a benchmark index.
Syncs with brokers like DEGIRO and supports CSV imports from platforms like Interactive Brokers.
Updates portfolio values frequently (e.g., every 5–15 minutes depending on exchange).
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Beanvest is an investment management and stock portfolio management software designed to help users optimize their financial portfolios.
Does Beanvest have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
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romain@beanvest.comSecondSTAX is a financial software platform from SecondSTAX that provides investment portfolio analysis. It includes…
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