# Beanvest Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Beanvest Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/235817/Beanvest

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# 

 Beanvest Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)

Beanvest

## What is Beanvest?

Beanvest is portfolio tracking software that helps investors monitor and analyze their investment portfolio performance. The software tracks over 250,000 assets including stocks, ETFs, mutual funds, and cryptocurrencies. It provides tools for performance benchmarking, allocation analysis, broker account synchronization, and fundamental data. Beanvest enables investors to gain insights into their portfolios.

## What is Beanvest used for?

[Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$10

Flat Rate, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Beanvest?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://beanvest.com&name=Beanvest)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Beanvest

0.0

VS.

[3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews)

Starting Price

$10

Flat Rate, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

3.3 (3)

Value For Money

0.0 (0)

Value For Money

2.5 (2)

Customer Service

0.0 (0)

Customer Service

4.5 (2)

## Beanvest alternatives

[0.0](https://www.capterra.com/p/188095/PORTAX-After-Tax-Portfolio-Analysis/#reviews)

Starting price

$89.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

0%

of reviewers

rated it above 4 stars

[Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/)

[4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/)

[Aladdin](https://www.capterra.com/p/10013812/Aladdin/)

[4.0 (1)](https://www.capterra.com/p/10013812/Aladdin/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10013812/Aladdin/)

Highest Rated

[Unity](https://www.capterra.com/p/275057/Unity/)

[5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews)

Starting price

$3500.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/275057/Unity/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Benchmarking

Compare key metrics for the business against prominent players in the industry

Bonds/Stocks

Purchase and track both bonds and stocks in the portfolio

Cryptocurrency Tracking

Monitor and track cryptocurrencies.

Data Import/Export

Import and export data to and from software applications

For Investment Advisors

Used by financial advisors and money managers

Investment Management

Manage and handle financial assets as well as other investments.

Beanvest 17 features

Compare key metrics for the business against prominent players in the industry

Purchase and track both bonds and stocks in the portfolio

Monitor and track cryptocurrencies.

Import and export data to and from software applications

Used by financial advisors and money managers

Manage and handle financial assets as well as other investments.

Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing assets

Monitor capital allocation and asset prices over time

Observe and track the demand, usage, progress or quality of a system, product, or user

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Tracking and logging the performance, risks, gains and losses of investments

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Visualize and measure the performance of portfolios

View and track pertinent metrics to find patterns and gain insights from data

Manage the buying, selling, and holding of stocks

Monitor and track stocks across portfolios and watch lists,

Interact with data visualization elements, such as charts and graphs, to drill down into data

## Pricing

Free Trial

Free Version

Basic

$10.00

Flat Rate,Per Month

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

## Top-rated software of 2026

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)