I've been using Sharesight to keep track of my portfolio, and a few other portfolio tools, but recently thought I'd give Beanvest a try, and I'm blown away. Yes, it isn't yet as mature as Sharesight, which is understandable as it is a new tool, but it is heading in the right direction at warp speed. I've paid $200 a year for Sharesight and I'm looking forward to cancelling that and committing 100% to Beanvest.
Beanvest is a great way to track my portfolios! It has a beautiful and clean UI without all the unnecessary clutter and it's easy to use. Check out Beanvest because it's a nice little tool which makes it very easy to get an overview of your portfolios (performance and allocation) and benchmarking the performances against other indexes! The support was very fast and friendly to answer my question! Great buy!
I was using StockSpy to track my stocks on a Mac, but on an update the application crashed and I lost all my tracking. Beanvest runs online, so this is a perfect platform for tracking my portfolio. No more worries about crashes and software updates.
I like how I will be able to see my portfolio against the TSX composite, or other benchmarks.
I bought it today and quickly set up my portfolio. Good deal, I'm happy with it.
Impressed with the amount of data available, how easy it is to use, the available functionality and the frequent updates released by the developer.
The ability to customize the holdings data on the main page is excellent, as is its support for a large number of exchanges from different countries.
Great tool, very clean and simple to use. Looking forward to seeing this grow. Also have to mention Romain. I had some trouble importing CSV, and he quickly jumped to help and sort things out. I can now finally track my portfolio in a beautiful interface.
This is what I have been needing for some time and I am delighted to have found it. It is ideal in that it is powerful and yet straightforward to use.
The roadmap is great. Overall I am very happy that I purchased this.
I do like the clean UI, and the basic charts that go along each stock. From what I understand, you can have unlimited stocks in your portfolio and the stock information seems to be current market values.
If you want to really drill down on your portfolio, give Beanvest a try.
Finally a portfolio tracker that allows me to easily synchronize my portfolio at a fair price point. At the moment I don't want to anything more advanced than some basic tracking in Excel and have some integrated benchmarking.
Beanvest will help you keep track of your investments portfolios and have a better understanding of your performance.
Start with our 100% free portfolio tracker today:
Measure your Portfolio Performance
Are you doing better than the S&P 500?
Compare your portfolio performance with any index. Beanvest can simulate an investment in the S&P 500 each time you buy or sell stocks in your portfolio to help you know how you perform.
Visualize your portfolio allocations
Are you overexposed to some industries or countries?
Monitor your allocations with allocation charts by currencies, asset classes, or industries. You can also spot foreign currency exchange risks easily.
Fundamental data on 250k+ securities
Stocks, ETFs, mutual funds and cryptocurrencies
Revenue, Free Cash Flow and Net Income charts, Earnings with EPS beats compared to analysts' expectations, dividends history, insiders' purchase... You will find all the data your need on 250k+ securities.
And many more tools for Value Investing
Are your investing in the right stocks at the right valuation?
You will find many more tools to become a better investor, such as the Discounted Cash Flow calculator.
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