# Beanvest Reviews
**Vendor:** niamoR OÜ  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 1
## About Beanvest
Beanvest allows investors to track their investment portfolio performance. The software provides allocation charts, portfolio benchmarks (vs S&P 500 for example), and many other features to keep track of your stocks.




## Beanvest Reviews
  ### 1. Easy to track all your investments in one place!!

**Rating:** 4.5/5.0 stars

**Reviewed by:** ANMOL JAIN 1. | Cofounder, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 30, 2024

**What do you like best about Beanvest?**

The best thing is that it's free and its easy to use. It runs online on a server rather than as an application, so there's very slight chance of loss of data which happened with my last tracking software.

**What do you dislike about Beanvest?**

It's hard to cumulate all your investments and see the PnL for it like crypto, ETFs etc all clubbed together, but I guess that's not a major need as well. Otherwise it's a great app.

**What problems is Beanvest solving and how is that benefiting you?**

It helps me have everything at 1 single place instead of having mutiple platforms for each investment type. Like instead of having 3 different platforms for ETFs, Crypto and Stocks, I use just Beanvest.



- [View Beanvest pricing details and edition comparison](https://www.g2.com/products/beanvest/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-17+01%3A39%3A05+-0500&secure%5Bsession_id%5D=b64e2036-4e0d-45cd-85c0-61cbed27df67&secure%5Btoken%5D=02a48e5d6f4ead58a8d812c6239330b8f84166a5d9671b290b959ca381c8399d&format=llm_user)

## Beanvest Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

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