Basil Manage your money like a pro

What is Basil?

Basil provides a comprehensive solution for tracking and managing investments across multiple asset classes. Users can securely connect a wide range of financial accounts, including crypto wallets and retirement funds, consolidating their entire portfolio into one platform. The application offers detailed portfolio visualizations and performance breakdowns, empowering users with the information needed for informed decision-making.

Leveraging advanced AI, Basil delivers personalized insights, market analysis, and real-time conversational advice. It also includes in-depth research tools with granular data on various assets. Prioritizing user security and privacy through advanced encryption and strict protocols, Basil is continuously updated with new features and improvements to ensure users have access to the latest financial management tools.

Features

Seamless Account Integration: Link various financial accounts, from crypto wallets to retirement funds.
Portfolio Visualization: Get clear views of portfolio performance and account metrics.
Actionable Insights: Receive detailed breakdowns and insights for informed decisions.
Powerful AI: Access AI-driven insights, market analysis, and personalized advice via real-time conversations.
In-Depth Research: Utilize comprehensive research tools with granular data on various assets.
Security & Privacy: Benefit from advanced encryption and strict privacy protocols.
Consistent Updates: Receive regular updates with new features and improvements.

Use Cases

Tracking multi-asset investment portfolios.
Visualizing overall financial performance.
Receiving AI-powered investment insights and advice.
Consolidating various financial accounts (banks, crypto, retirement) in one place.
Researching different financial assets.
Making data-driven financial decisions.