---
title: Beanvest Reviews
meta_title: 'Beanvest Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Beanvest works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 1
  scale: '5'
date_modified: '2026-06-04'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# 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?page=1&section=pricing&secure%5Bexpires_at%5D=2026-08-07+12%3A42%3A24+-0500&secure%5Bsession_id%5D=5c8de3d5-35b4-4392-90f0-d0648c386a19&secure%5Btoken%5D=39f578f986d5aec6753140c672e3cc92698635c9640e14a40c778686e6e87bed&format=llm_user)

## Beanvest Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting
- Investor Portal
- Historical Reporting
- Investor Reporting
- Visual Analytics
- Tax Compliance
- Portfolio Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management
- Portfolio Accounting
- Contact Management
- Workflow Management
- Investor Management
- Trade Management
- Investment Management
- Portfolio Management
- Document Management
- Compliance Management
- Order Management
- Fund Management
- Tax Management
- Cash Management
- Client Management
- Fee Management
- Financial Management
- Stock Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Forecasting
- Third-Party Integrations
- Categorization/Grouping
- Budgeting/Forecasting

**Additional Functionality**
- Risk Assessment
- Automated Execution
- Monitoring
- Financial Analysis
- Cryptocurrency Tracking
- Generative AI
- Profit/Loss Statement
- Risk Analysis
- General Ledger
- Customizable Reports
- Investor Communication
- Performance Analysis
- Performance Metrics
- AI Copilot
- Portfolio Analysis
- Activity Tracking
- CRM
- For Hedge Funds
- Audit Trail
- Data Import/Export
- Collaboration Tools
- Mobile Access
- Modeling & Simulation
- Compliance Tracking
- For Investment Advisors
- Portfolio Rebalancing
- Investment Research
- Commodity Futures
- API
- Activity Dashboard
- Benchmarking
- Alerts/Notifications
- Investments Tracking
- Bonds/Stocks
- For Investors & Traders
- Multi-Currency
- Stock Tracking
- Watch List
- What-if Analysis
- Goal Setting/Tracking
- Wash Sale Detection
- For Traders
- Side-by-Side Comparison

## Top Beanvest Alternatives
  - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (703 reviews)
  - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (426 reviews)
  - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (284 reviews)