Basil Finance
Basil Finance offers innovative financial tools for smarter investing and management, designed to empower users with simplicity and efficiency.
English
English
What is Basil Finance?
Basil Finance is an innovative web app designed for investment tracking and management, leveraging AI technology to enhance user experience. The platform allows users to securely link various financial accounts, enabling automatic daily syncing of portfolios across thousands of accounts, including crypto wallets and retirement funds. Users can easily monitor their overall portfolio performance and receive detailed insights into asset allocations, which aids in making informed investment decisions.
Core Functions
Secure account linking
Automatic daily syncing of portfolios
Detailed portfolio performance monitoring
Insights into asset allocations
AI personal finance assistant
Extensive research capabilities
Use Cases and Applications
Monitor and manage diverse investment portfolios, including stocks, bonds, cryptocurrencies, and retirement funds, ensuring users stay informed about their financial health and make well-informed decisions.
Engage with an AI personal finance assistant for real-time market data and personalized financial advice, helping users navigate complex financial landscapes more effectively.
Utilize extensive research capabilities to gain granular details on a wide range of assets, aiding in strategic investment planning and analysis.
Ensure secure and private handling of user data, addressing privacy concerns and building trust among users.
