Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Making Rebalancing More Manageable Creating an asset allocation strategy for a portfolio may appear straightforward, yet adhering to that strategy can prove challenging. However, with the i3DIY platform, portfolio management and rebalancing become significantly less complicated. By establishing an i3DIY account, investors can integrate various investment accounts into the system and align them with tailored portfolio plans that feature specific asset allocations. Each of these plans is distinctly named, allowing for the flexibility to modify them as circumstances change. Users can either construct their own portfolios or select from available options on the platform. This functionality ensures that you can effortlessly monitor your investment goals throughout the year and beyond. Additionally, i3DIY provides a valuable feature that sends email notifications whenever any of your accounts fall out of balance. While minor fluctuations in the portfolio may go unnoticed, you will be promptly informed if the allocations deviate significantly beyond the set thresholds. This way, rebalancing becomes a more straightforward and manageable task for investors.
API Access
Has API
API Access
Has API
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
No price information available.
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
Ownla
Founded
2018
Country
United States
Website
www.i3diyinvestor.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
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