Beanstox: Automated Investing

Beanstox: Automated Investing

$10/month Finance & Trading ✓ Verified

Your Money - Your Wealth - Made Easy Beanstox helps you invest automatically in personalized ETF portfolios, retirement accounts, and other investin

About this Tool

Beanstox: Automated Investing

Your Money – Your Wealth – Made Easy

Beanstox helps you invest automatically in personalized ETF portfolios, retirement accounts, and other investin

Your Money – Your Wealth – Made Easy

Beanstox helps you invest automatically in personalized ETF portfolios, retirement accounts, and other investing options. All designed to make long-term investing easier to start and manage. Built by experts and backed by Kevin O’Leary.

Invest in ETFs, Traditional and Roth IRAs, Gold ETFs, Bitcoin ETFs, and short-term Treasury ETFs through a simple, secure app designed for beginner and experienced investors alike.

INVESTING OPTIONS
RETIREMENT ACCOUNTS (B

Pros & Cons

✓ Pros

  • Improved performance and fixes
  • Workflow automation
  • Free plan or freemium pricing

✗ Cons

  • No native Android app
  • Some advanced features may require higher-tier plans

Key Features

🔧

Improved performance and fixes

📋 Scripts & Prompts for Beanstox: Automated Investing +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template
Fine Tuning
Intermediate ⏱ 10 min
Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…
🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Beanstox: Automated Investing +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌
osaurus
Intermediate ⭐ 4,448 📱 Claude Desktop, Cursor, Continue.dev
Own your AI. The native macOS harness for AI agents -- any model, persistent memory, autonomous execution, cryptographic identity. Built in Swift. Fully offline. Open source.
🔌
CoinGecko MCP Server
Low 📱 macos, linux, windows
MCP for CoinGecko crypto market data.
🔌
finmap-org/mcp-server
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
[finmap.org](https://finmap.org/) MCP server provides comprehensive historical data from the US, UK, Russian and Turkish stock exchanges. Access sectors, tickers, company profiles, market cap, volume, value, and trade counts, as well as treemap and histogram visualizations.
🔌
Stripe MCP Server
Low 📱 macos, linux, windows
Official Stripe MCP for payments, customers, and subscriptions.
🔌 Browse All MCP Servers →

🤖 AI Agents for Beanstox: Automated Investing +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CLAUDE CODE
Claude Code Financial Analyst Skill
▶ On-demand
Claude Code skill that ingests SEC filings, parses MD&A and risk factors, and outputs a structured valuation memo with DCF, comparable multiples, and key ratios.
https://github.com/anthropics/claude-cookbook
🤖 CREWAI
CrewAI Portfolio Rebalancer Crew
⏰ Scheduled
CrewAI workflow with three agents collaborating to scan a brokerage account, identify rebalancing opportunities respecting wash-sale rules, and produce an execution-ready trade list.
https://github.com/crewAIInc/crewAI-examples
🔗 LANGCHAIN
LangChain Earnings-Call Analyzer
⚡ Event
LangChain pipeline using Whisper transcription plus a structured-output LLM step to compare current-quarter management tone against prior quarters and emit a diff report.
https://github.com/langchain-ai/langchain
🤖 CLAUDE CODE
Claude Skill: Personal CFO
⏰ Scheduled
Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.
https://github.com/anthropics/claude-cookbook
🤖 Browse All AI Agents →

Use Cases

beginner and experienced investors alike

people who want a personalized portfolio, diversified using a blend of etfs to r

Who Is This For?

👤

Developers

Frequently Asked Questions

Beanstox: Automated Investing is available as $10/month. Visit the tool's website for the latest pricing details and plan options.

Visit the Beanstox: Automated Investing website to check whether a free tier or free trial is available.

Beanstox: Automated Investing is available on iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Beanstox: Automated Investing website for current trial availability and duration.

🔒
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At a Glance

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