--- 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 & Product Details 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. * * * Seller [niamoR OÜ](https://www.g2.com/sellers/niamor-ou) Discussions [Beanvest Community](https://www.g2.com/products/beanvest/discuss) Show More ## Top-Rated Alternatives [ ![Betterment at Work](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Betterment at Work") Betterment at Work 4.3/5(709) ](https://www.g2.com/products/betterment-at-work/reviews) [ ![Morningstar Direct](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morningstar Direct") Morningstar Direct 4.1/5(426) ](https://www.g2.com/products/morningstar-direct/reviews) [ ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 4.1/5(285) ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [ View All Alternatives ](https://www.g2.com/products/beanvest/competitors/alternatives) ![ANMOL JAIN 1.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ANMOL JAIN 1.") A1 ANMOL JAIN 1. Cofounder Small-Business (50 or fewer emp.) 1/30/2024 "Easy to track all your investments in one place!!" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 5/7/2024 Current UserValidated ReviewerIncentivizedSource: G2 invite ### There are not enough reviews of Beanvest for G2 to provide buying insight. Below are some alternatives with more reviews: [ 1 ![Betterment at Work Logo](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg "Betterment at Work Logo") Betterment at Work 4.3 (709) Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile app. And with $21+ Billion in retirement AUM, we’re a partner your business can rely on. 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Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com ](https://www.g2.com/products/koyfin/reviews "Koyfin")[ 5 ![Orion Advisor Technology Logo](https://images.g2crowd.com/uploads/product/hd_favicon/667112160a3bca025019efa557ad7d4b/orion-advisor-technology.svg "Orion Advisor Technology Logo") Orion Advisor Technology 4.4 (98) Orion’s fully integrated trading suite–including a tax-intelligent rebalancer, custom SMA optimizer, and robust model marketplace–empowers firms to personalize client portfolios while scaling back-office processes. ](https://www.g2.com/products/orion-advisor-technology/reviews "Orion Advisor Technology")[ 6 ![Nitrogen Logo](https://images.g2crowd.com/uploads/product/hd_favicon/0f367fdf390f9340e61048789263b3ba/nitrogen-nitrogen.svg "Nitrogen Logo") Nitrogen 4.0 (72) Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. 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