Basil

Basil

Basil Finance
Sharesight

Sharesight

4.0 out of 5 stars
Visit Website for Sharesight
Basil Sharesight
Basil:

About

Basil is an intuitive and feature-rich portfolio tracker and investment research app designed to serve both novice investors and seasoned finance professionals. At its core, Basil is equipped with robust tools to monitor and manage investment portfolios, offering a seamless and dynamic user experience that demystifies the complexities of financial markets. Portfolio Tracking: Basil provides real-time data and analytics on users' investment portfolios. It offers a comprehensive dashboard that displays asset allocation, investment performance, and historical growth. Users can track stocks, bonds, mutual funds, ETFs, and other securities, all updated continuously with market data. Customizable alerts keep users informed of significant changes and opportunities in their portfolio. Investment Research: In addition to tracking features, Basil serves as a powerful research tool. It aggregates financial news, market data, and in-depth analysis, giving users access advanced statistics.
Sharesight:

About

Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan).
Basil:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Sharesight:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Basil:

Audience

Investors
Sharesight:

Audience

Investors searching for a stock portfolio tracker solution to keep track of investments (including dividends).
Basil:

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported
Sharesight:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Basil:

API

Offers API Not Supported
Sharesight:

API

Offers API Supported
Basil:

Screenshots and Videos

No images available
Sharesight:

Screenshots and Videos

Basil:

Pricing

$5.99/month/user
Free Version Supported
Free Trial Supported
Sharesight:

Pricing

$11.25 per month (annually)
Price in USD, local pricing available in select markets.
Free Version Supported
Free Trial Supported
Basil:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Sharesight:

Reviews/Ratings

Basil:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Sharesight:

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported
Basil:

Company Information

Basil Finance
Founded: 2022
United States
basil.fi
Sharesight:

Company Information

Sharesight
Founded: 2007
New Zealand
www.sharesight.com
Basil:

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Sharesight:

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Basil:
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Basil:
Sharesight

Sharesight

4.0 out of 5 stars
Sharesight:
Basil:

Categories

Sharesight:

Categories

Sharesight:

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Not Supported
Data Import / Export Not Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Not Supported

Stock Portfolio Management Features

Billing & Invoicing Not Supported
Client Management Not Supported
Data Warehousing Not Supported
For Investment Advisors Supported
For Traders Not Supported
Order Management Not Supported
Portfolio Accounting Not Supported
Portfolio Rebalancing Not Supported
Risk Management Not Supported
Tax Management Supported
Technical Analysis Not Supported
Wash Sale Detection Not Supported
Basil:

Integrations

Diversiview Not Supported
Interactive Brokers Not Supported
TaxTank Not Supported
Xero Not Supported
Sharesight:

Integrations

Diversiview Supported
Interactive Brokers Supported
TaxTank Supported
Xero Supported
Basil:
Claim Basil and update features and information
Claim Basil and update features and information