💡 Pick it for automated performance, dividend, and tax reporting across multiple brokerages.
Sharesight is an online investment portfolio tracking and management tool that provides performance and tax reports for investors.
Starting at $15 per month
Best Beanvest Alternatives ranked by AI · updated Aug 2026
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Beanvest is a web-based investment portfolio tracker for individual investors who want to monitor stocks, ETFs, funds, and other assets. It emphasizes manual portfolio tracking, performance analysis, dividend monitoring, and multi-currency support.
Top 6 Beanvest alternatives
💡 Pick it for free, open-source, offline portfolio analysis with deeper transaction-level controls.
Portfolio Performance is a free, open-source desktop application for tracking securities, transactions, dividends, and portfolio performance. It is aimed at self-directed investors...
Pros
- Free with no recurring subscription
- Open-source and stores portfolio data locally
- Detailed performance, allocation, and transaction analysis
Cons
- Requires more manual setup than GainsKeeper
- Broker imports are less turnkey than commercial services
- Tax-reporting automation is more limited
Free, open source
💡 Pick it if automatic U.S. account aggregation and whole-finance tracking matter more than manual portfolio control.
Empower is an online personal finance and wealth management platform with investment portfolio tracking for connected financial accounts. It suits investors who...
Pros
- Automatically aggregates investments and other financial accounts
- Adds net-worth, cash-flow, allocation, and retirement-planning tools absent from Beanvest
- Free dashboard is useful for investors with many U.S. accounts
Cons
- Primarily designed for U.S. users and U.S. financial institutions
- Less effective for manual transaction-level tracking than Beanvest
- Limited international, private-asset, and custom-security support
Free; advisory services priced separately
💡 Pick it for one dashboard covering investments, crypto, property, private assets, and liabilities.
Kubera is a net worth and portfolio tracking service for people managing accounts, properties, private investments, and liabilities. It stands out for...
Pros
- Broader asset and liability coverage than myPFS
- Strong support for investment, property, and alternative-asset tracking
- Useful historical net worth reporting for wealthier households
Cons
- More expensive than basic personal finance apps
- Less focused on producing a lender-specific statement
- Can require manual updates for unusual or private assets
From $150/year
💡 Pick it for a polished mobile tracker that combines traditional investments and crypto.
Delta is a comprehensive software solution for project management and collaboration.
Starting at $29.99/month
6
getquin
getquin
💡 Pick it for broker-connected tracking plus a social investing community, especially in Europe.
getquin is a social investment tracking platform for monitoring portfolios, dividends, and market activity across supported brokers and assets. It targets retail...
Pros
- Offers a more social investing experience than Beanvest
- Broker connections can reduce manual data entry
- Includes dividend tracking and portfolio performance views
Cons
- Community features can add noise compared with Beanvest's focused tracking
- Broker support and automation vary by country
- Less established for professional tax and advisor reporting than Sharesight
Freemium, Premium from about €9.99/mo
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