Basil Description

Basil is a feature-rich and intuitive investment research and portfolio tracker app that can be used by both novice investors and finance professionals. Basil's core features include robust tools for managing and monitoring investment portfolios. The app offers a dynamic and seamless user experience, demystifying the complexity of financial markets.

Portfolio Tracking:
Basil provides users with real-time analytics and data on their investment portfolios. It provides a comprehensive dashboard which displays asset allocation, performance of investments, and historical growth. Users can track stocks and bonds, mutual funds, exchange-traded funds (ETFs), and other securities. All data is updated continuously. Customizable notifications keep users informed about significant changes and opportunities within their portfolio.

Investment Research
Basil is a powerful tool for research and tracking. It aggregates financial data, market data and in-depth analyses, giving users access to advanced statistics.

Pricing

Pricing Starts At:
$5.99/month/user
Free Version:
Yes
Free Trial:
Yes

Integrations

No Integrations at this time

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Company Details

Company:
Basil Finance
Year Founded:
2022
Headquarters:
United States
Website:
basil.fi
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Product Details

Platforms
iPhone
Customer Support
24/7 Live Support
Online

Basil Features and Options

Investment Management Software

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