Basil — Portfolio Tracker App

Basil — Portfolio Tracker App is a portfolio tracking app that brings your investments into one clear view, helping you understand performance and allocation over time.

Multi-asset portfolio tracking

Basil supports tracking across multiple asset types and keeps your positions up to date without manual entry.

• Stocks
• Cryptocurrencies
• Other financial instruments
• Account connections for consolidated tracking

Portfolio visualization

The app uses charts and diagrams to make portfolio analysis easier and more actionable.

• Portfolio composition and allocation
• Performance trends over time
• Risk distribution views

Personalized insights and mobile access

Basil generates insights based on your data, highlighting concentration and changes in your portfolio so you can monitor risk and diversification.

• Personalized portfolio insights
• Works as an App Store mobile app for on-the-go checks