Basil

Manage your money like a pro

Freemium

Description

Basil provides a solution for individuals seeking professional-level investment tracking and management. The application allows users to securely connect a wide range of financial accounts, including brokerage accounts, crypto wallets, and retirement funds, consolidating all investments into a single platform. This integration facilitates comprehensive portfolio visualization and performance monitoring.

Leveraging artificial intelligence, Basil delivers personalized, actionable insights and market analysis. Users can access detailed breakdowns of portfolio performance and individual account metrics, alongside in-depth research tools for various assets. The platform emphasizes data security through advanced encryption and privacy protocols and is consistently updated with new features.

Key Features

Seamless Account Integration: Effortlessly link a wide variety of financial accounts, from crypto wallets to retirement funds.
Actionable Insights: Get clear views of portfolio performance, individual account metrics, detailed breakdowns, and informed decision support.
Powerful AI: Experience AI-driven insights, market analysis, real-time conversations for personalized advice, and data-driven forecasts.
In-Depth Research: Access comprehensive research tools with granular data and insights on a wide array of assets.
Security & Privacy: Ensures utmost protection of financial data with advanced encryption and strict privacy protocols.
Automatic Tracking: Automatically tracks investments across connected accounts.
Simple, Intuitive Design: Offers a user-friendly interface.

Use Cases

Consolidating diverse investment portfolios (stocks, crypto, retirement funds) into one view.
Tracking portfolio performance and asset allocation automatically.
Receiving AI-driven insights and forecasts for investment decisions.
Conducting in-depth research on various financial assets.
Visualizing investment data for better understanding.
Managing personal finances and investments like a professional.