Beanvest

Investment portfolio tracking software that supports 250K+ stocks, cryptos, ETFs, and mutual funds

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Beanvest is an investment portfolio tracker that allows you to track 250K+ stocks, ETFs, mutual funds, and cryptos.

Stop using spreadsheets to keep track of all your investments.

With Beanvest, you can just synchronize your brokerage accounts (currently Degiro) or import all your transactions and see all your investments in one place.

TL;DR

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Investment portfolio tracking software that supports 250K+ stocks, cryptos, ETFs, and mutual funds
Synchronize your brokerage accounts or import all your transactions and see all your investments in one place
Monitor and track your portfolio allocations by asset type, country, currency, and more

At-a-glance

Overview

Beanvest
Insights to help you better manage your portfolio.

Measure your Portfolio Performance

Beanvest allows you to easily benchmark the performance of your portfolio.

It compares it with any index (for example the S&P 500) by simulating an investment each time you buy or sell assets in your portfolio.

Visualize your portfolio allocations

You will be able to see your portfolio allocations by asset type, country, currency, etc.

Enjoy accessing many more insights into your investment portfolios with Beanvest!

Beanvest
Clear, striking visual representations help with overall comprehension.

Many more tools for investors

Beanvest offers many more tools to help you become a better investor, such as a very easy-to-use and visual stock valuation tool using Discounted Cash Flows.

You will also be able to find financial information on any asset, such as fundamental data, earnings, dividends, insider purchase/sales, etc.

Beanvest Investing Community

Join the Beanvest Investing Community to meet fellow investors and help improve Beanvest.

Beanvest
We're always adding and upgrading Beanvest to make it even better!

Get access to Beanvest today!

Beanvest

FounderFounder

Updates from Beanvest

August 17, 2022

Posted Feb 9, 2023

Questions
Reviews

Questions & Reviews

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Showing 5 of 28 questions

Q: Hello Romain, Thank you for bringing us this deal.

I really appreciate it. I’m impressed with what you have so far. A few questions if you don’t mind:
1. If you were to charge APPSUMOLINGS for Plaid to connect to financial accounts(Vanguard for me), how might this work? A one time fee or recurring monthly fee? Your price here is very reasonable which I completely understand and I appreciate that PLAID is a cost you need to recoup but appsumolings hate paying lifetime deals then having a subscription to pay after so I’m just trying to weigh the deal realistically. Thank you for any insights.

2. If I took the time to set up my account manually(I have about 50 stocks currently some spanning 26 years) will this track and reinvest my dividends Automatically? If not, Is this something you are likely to be able to add? If so, I plan on purchasing mutual funds, would it be able to do the same?
3. I see you track % gain but I’m curious if you can add a metric where we can track % gain over different time periods. For instance I might own a stock and have a 50% gain which looks good but when factoring in purchase date was 10 years ago on an annual basis this would not be as great of a return. To be able to see this in a column or some other view I think would be valuable
4. What you have created here is pretty impressive, it does look a little basic and could use some refinement in places. I have bought a few investment deals here but found several stop innovating after Appsumo. I know you’ve been traveling the last year(Congratulations I think that is awesome and hope you are having a great time!). I’m curious how committed and passionate you are about this project? Will you be focusing on this in 2023 or is this just a pet/hobby project for you? I appreciate anything you don’t mind sharing!

Thanks again for bringing this here and for your patience with my questions. I believe there is a real need for a really good portfolio tracker.

2f5ef1b31a094142bd9b2463c8d9067dPLUSNov 8, 2022
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Founder Team
romainsimon

romainsimon

May 14, 2024

A: Thanks a lot for your kind comments and questions!

1. I've not really thought about it but realistically it would have to be a recurring fee as Plaid charges a monthly fee per connected account.

2. Currently, you would have to enter dividends manually. However, if Vanguard lists all transactions in exports, you might be able to have everything with just a csv import.
I definitely want to be able to suggest transactions for dividends automatically.

3. Yes, I'd like to add annualized returns in addition to total returns, as well as money-weighted returns. This should be more useful.

4. I'll get back in a month and start improving Beanvest a lot more from January 2023. There are a lot of features I'd like to add and I will focus at least part-time on it. The time I will be able to allocate really depends on how it takes off when this LTD ends.
Beanvest is still far from where I would like it to be but your comment is one of those that really motivates me to keep going!

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Q: Why it does not track cash ?

wolf_777Jan 10, 2023
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Founder Team
romainsimon

romainsimon

May 14, 2024

A: Good question, it's not currently supported but will be added in the future!

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Q: Hello how are you?

I'm from Brazil and would like to know if this will work for stocks, real estate funds etc traded in my country? Or only for US investments.

Andrew-STPLUSJan 10, 2023
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Founder Team
romainsimon

romainsimon

May 14, 2024

A: Yes, it works for many countries including Brazil.

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Q: When you will add Plaid broker synchronizations - would you provide this integration to LTD?

- if you would charge for it - would it be a an LTD deal or LTD related discount?

e5e11859846540b685843097f4586797PLUSJan 3, 2023
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Founder Team
romainsimon

romainsimon

May 14, 2024

A: Most realistically it won't be included in the LTD deal because Plaid has a monthly recurring cost.
I'm still thinking about it, butI think what would be fair is offer a discount to LTD users who would later upgrade. I'm opened to suggestions though.

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Q: Hello Roman I am wondering if Beanvest will automatically track and account for dividends paid?

I have opened a free account but it doesn't appear to show dividends paid on the holdings entered (Australian shares)

Jay.mNov 7, 2022
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Founder Team
romainsimon

romainsimon

May 14, 2024

A: Hi Jay,

Currently you have to add dividends manually but it's one of those features I'd really like to add next!

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