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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Basil is a user-friendly and feature-rich application designed for tracking portfolios and conducting investment research, catering to both beginners and experienced finance professionals alike. This app is equipped with powerful tools that enable users to effectively monitor and manage their investment portfolios, ensuring a smooth and engaging experience that simplifies the intricacies of financial markets. With its portfolio tracking capabilities, Basil offers real-time insights and analytics related to users' investments. The platform features a comprehensive dashboard that showcases asset allocation, investment performance, and historical growth metrics. Users can effortlessly track various securities, including stocks, bonds, mutual funds, and ETFs, with updates reflecting the latest market data. Customizable alerts notify users of significant changes and potential opportunities within their portfolios, keeping them well-informed. Furthermore, Basil functions as a robust research tool that goes beyond mere tracking. It collects a wide range of financial news and market data, providing users with in-depth analysis and access to advanced statistics that can enhance their investment decision-making process. This combination of tracking and research capabilities makes Basil an indispensable resource for anyone looking to navigate the financial landscape more effectively.

Description

The Stock Investment Guide (SIG)™ serves as an essential resource for conducting in-depth fundamental analysis of publicly listed companies. This guide equips users with intuitive tools to leverage past stock data to examine growth patterns, forecast earnings and sales, and establish appropriate Buy, Hold, and Sell price points. The SIG is designed to work seamlessly with online resources, incorporating exclusive features that enhance the evaluation of investment quality. Users have access to historical pricing charts, company news, competitor research, SEC filings, earnings forecasts, and technical analysis—all conveniently available online. Additionally, it facilitates easy sharing of analysis findings through the standard .ssg data file format, allowing users to import files from peers or investment groups to deepen their understanding of stock analysis. Generating printed reports with the Stock Investment Guide has also been streamlined for user convenience, making it a more efficient tool for investors. This comprehensive approach to stock analysis ensures that users can make informed decisions in their investment strategies.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$5.99/month/user
Free Trial Yes 
Free Version Yes 

Pricing Details

$90 one-time payment
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Basil Finance

Founded

2022

Country

United States

Website

basil.fi

Vendor Details

Company Name

Churr Software

Website

www.churr.com

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Product Features

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds Yes 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management Yes 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests No 
Value At Risk Calculation No 

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