Basil Ai


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Basil is an investment tracking and management application designed to streamline the experience for retail investors. The application is built with a focus on user-friendliness and data-driven insights, leveraging AI to enhance the trading experience. Here's an overview of Basil, its features, benefits, and how it operates:

Key Features

  1. Seamless Account Integration: Supports thousands of different accounts, including popular crypto wallets and retirement accounts.
  2. Multi-Asset Tracking and Portfolio Visualizations: Provides detailed breakdowns of asset allocations and overall portfolio performance.
  3. AI Personal Finance Assistant: Features an AI chatbot for dynamic conversations about market data, portfolio performance, and personalized asset insights.
  4. Comprehensive Asset Research: Offers extensive research tools and insights for a broad range of assets.
  5. Security and Privacy: Prioritizes user security and privacy, with read-only access and anonymized data storage.


  • Enhanced Asset Research: Offers in-depth research tools, giving insights that surpass typical financial apps.
  • In-depth Portfolio Analysis: Allows users to gain comprehensive views into their holdings.
  • Ease of Use: Features a modern, intuitive design, making financial management more accessible and enjoyable.
  • Data-Driven Insights: Utilizes AI for predictive analytics and trend identification.

How It Works

  • Users can securely link their various financial accounts.
  • The app automatically syncs the portfolio every day.
  • Basil provides personalized financial insights based on the linked accounts and market trends.


Basil stands out in the world of personal finance apps with its combination of advanced features, extensive account connectivity, and in-depth analysis capabilities. It aims to simplify and enhance the investment tracking and management process for retail investors, offering a solution that addresses the common frustrations of managing finances across multiple platforms. The app's focus on AI and machine learning, along with its user-centric design, makes it a noteworthy tool in personal financial management​


  • Multi-Asset Tracking
  • AI Personal Finance Assistant