I have been building the software for some time to help me manage my stocks portfolio. However, I decided to rebrand it as Beanvest.
Previously called Stonkspace, this new name will be taken more seriously without the word "stonk".
Here is an overview of the features currently available on Beanvest:
Pie chart of holdings
Beanvest displays a pie chart of your holdings. This way you can see the allocation percentage of each of your stocks.
History of transactions
Beanvest shows a history of your current holdings.
It automatically calculates your PRU and converts all prices to your preferred currency. Do you have stocks in USD, EUR, and YEN? No problem, everything is converted at the rate of the day!
Your profit is also calculated automatically with prices being updated every 5 minutes (or daily for some exchanges)
Beanvest shows different charts of allocation percentages.
Currently, the following charts are available :
- Asset classes
- Market cap
More allocations will be added later (for example Peter Lynch allocation)
Historical performance benchmark
This is a key feature that is very hard to do manually. Beanvest automatically benchmarks your portfolio against any index.
Each time you buy new securities in your portfolio, it will simulate how your portfolio would have evolved if you invested the same amount in your benchmark index instead.
The 3 charts represent :
- Your portfolio total value
- You benchmark total value
- The amount invested in your portfolio
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