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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Basil is a user-friendly and feature-rich application designed for tracking portfolios and conducting investment research, catering to both beginners and experienced finance professionals alike. This app is equipped with powerful tools that enable users to effectively monitor and manage their investment portfolios, ensuring a smooth and engaging experience that simplifies the intricacies of financial markets. With its portfolio tracking capabilities, Basil offers real-time insights and analytics related to users' investments. The platform features a comprehensive dashboard that showcases asset allocation, investment performance, and historical growth metrics. Users can effortlessly track various securities, including stocks, bonds, mutual funds, and ETFs, with updates reflecting the latest market data. Customizable alerts notify users of significant changes and potential opportunities within their portfolios, keeping them well-informed. Furthermore, Basil functions as a robust research tool that goes beyond mere tracking. It collects a wide range of financial news and market data, providing users with in-depth analysis and access to advanced statistics that can enhance their investment decision-making process. This combination of tracking and research capabilities makes Basil an indispensable resource for anyone looking to navigate the financial landscape more effectively.

Description

Pro Stock Tracker offers a powerful solution for investors looking to track and manage their portfolios with precision. The platform supports a wide range of asset classes including stocks, ETFs, crypto, forex, and bonds, across 80+ global exchanges. Investors can rely on the tool’s advanced analytics, which go beyond surface-level price tracking by incorporating factors like dividends, corporate actions, and brokerage fees into performance calculations. Pro Stock Tracker also offers multi-currency support, automated dividend syncing, and a customizable dashboard for tracking key metrics, making it a one-stop solution for serious investors who want accurate and actionable insights to enhance their strategies.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$5.99/month/user
Free Trial
Free Version

Pricing Details

$4.99 per month (annually)
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Basil Finance

Founded

2022

Country

United States

Website

basil.fi

Vendor Details

Company Name

Pro Stock Tracker

Founded

2022

Country

United Kingdom

Website

prostocktracker.com

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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