BasilBasil Finance
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Related Products
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About
Alwy is a mobile‑first, GDPR‑compliant personal finance platform designed to help individuals effortlessly track income, expenses, debts, and investments by connecting all bank accounts and credit cards. It automatically categorizes transactions up to ten times daily, builds and updates real‑time budgets, offers personalized saving tips (like canceling subscriptions or lowering fixed costs), and displays debt overviews with comparisons for better loan terms. Users receive financial‑health insights and recommendations to build emergency funds, diversify portfolios, or improve interest rates. Alwy also offers a B2B version that enables financial advisors, insurers, and mutual fund companies to provide clients with a unified CRM, trading and custody services, digital onboarding, automated compliance alerts, and integrated portfolio management.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Budget-conscious individuals seeking automated, smart personal finance management and small advisory firms wanting a white‑label solution for client onboarding, portfolio insights, and compliance
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Audience
Investors
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
Free
Free Version
Free Trial
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Pricing
$5.99/month/user
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAlwy
Founded: 2020
Sweden
alwy.se/
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Company InformationBasil Finance
Founded: 2022
United States
basil.fi
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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