Yearly Performance is now displayed vs benchmark
Improved the CSV import to make it easier
A few changes have been made for Trial accounts:
A new tab has been added to better show historical portfolio performance:
I also move the Benchmark selection to the Settings tabs. I now has some quick selection buttons for some of the most used benchmarks :
It is also still possible to add multiple benchmarks with "Custom" :
Integration synchronization now shows the last update date
EPS was showing Beat instead of Miss when earnings were negative
You can now create multiple views for your portfolio, which are shown in different tabs.
You can select which columns you want to display for each view, and now see more data than your performance.
You can for example display information such as ROE, ROCE, PE ratio, PEG, Analysts' estimate, Dividend Yield, etc... for all your holdings.
You can also now see open and closed positions only with a new filter!
Holdings can now be grouped by Country, Industry, Sector, Currency, etc... in the portfolio overview
Numbers formatting can be customized in Preferences
There is also a more compact view for news, and they can now be filtered by ticker
New users are now Welcomed with a nice message :)
Somes minor bugs the asset page fundamental chart have been fixed.
More information has been added on asset pages.
You can now see by default fundamental data with charts that give a quick overview or revenue, free cash flows and net income :
Another tab now shows dividends history for stocks :
Last but not least, there is not an Insiders tab that shows the latest insiders transactions on the asset:
Analysts Rating has also been added with a target price :
Users can now add coupon codes when subscribing
A new tool is now available to easily calculate the fair value of a stock: the DCF Calculator.
You just need to select a stock, a growth scenario for cash flows, and see the calculation.
The way dividends are added is more intuitive (no quantity is shown) and the return calculation has been improved.
Before this update, Beanvest was only taking into accounts unrealized gains.
Now, it takes into account the following components in the return calculation (for each line as well as the total return of the portfolio):
These return calculation details are also shown in a tooltip:
You can now see an earnings chart for each stock, also showing if the company beats earnings estimates :
The general navigation in the application has been improved, and asset pages are now live!
Here are the changes made:
An issue was fixed causing the date to not be updated when editing transactions
Integrations are now available for Premium users. This allows to connect your broker with Beanvest:
You can now connect your Degiro account and synchronize all your transactions automatically with any portfolio:
Beanvest now offers the easiest Degiro portfolio tracker
You can now receive a weekly performance report by email for each portfolio.
Transactions can now be edited.
A News tab is now available to your portfolio. News shown are related to your holdings.
Stonkspace has a new identity and has been renamed to Beanvest !
You can read more about the annoucement here.
New allocations charts have been added.
You can see your allocations percentage by:
More allocation charts will probably be added later.
Your stock portfolios now have multiple tabs, and you can now see the historical performance of your stocks portfolio.
The way it works it that you can define a benchmark index. It can be an index such as SPY, or any combination of stocks or ETFs (for example 80% SPY + 15% VWCE + 5% TSLA)
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 :
I am now using a new data source that supports more stock markets. For example LSE, XETRA or Asian markets were missing.
You can now find more than 70k+ stocks, ETFs, mutual funds, commodities, cryptocurrencies, bonds, ...
This is the first version is live. Here's a list of the features available:
14-day Premium trial, 100% free after.