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Portfolio Tracker - Basil

Portfolio Tracker - Basil

Stocks, Crypto, and Net Worth

18 ratings
11 reviews
📊 Productivity
💰 Finance

Archived App (Last seen on 30 May 2025)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • July 12, 2023
  • April 25, 2025

Features

Developer

Basil Finance Inc.
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Portfolio Tracker - Basil screenshot #1 for iPhone
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Portfolio Tracker - Basil screenshot #4 for iPhone
Portfolio Tracker - Basil screenshot #5 for iPhone
iphone
ipad
🧾$9.99 - $69.99
In-App Purchase↘︎
⭐11
Reviews↘︎
🔄6+ apps
Alternatives↘︎
❓8 answered
FAQ↘︎
📦w/o updates
Updates frequency↘︎
🖼️Get Icon
Icons↘︎

About

Securely manage and track your stocks, crypto, cash, and net worth in one place. Get in-depth insights and performance tracking for all your financial accounts, from banks to retirement plans. Receive timely notifications to stay informed about your investments.

✓Unified accounts dashboard
✓In-depth portfolio insights
✓Investment performance tracking
✓Customizable portfolio notifications
✓Read-only financial access
✓Seamless integration of financial accounts
Show original description

What's New in Portfolio Tracker

3.1.0

April 25, 2025

- Added home screen widgets to see your portfolio at a glance. - Bug fixes & improvements

Subscription plans

Yearly

Basil Subscription

$34.991 Year
7 Days trial
How to cancel Portfolio Tracker subscription ⁉️

User reviews

Most RecentHighest RatedLowest Rated

Must Try

Awesome UI, everything in one place. This will probably be my main finance app going forward!
thePranjthePranj

I can FINALLY save my time.

So I’m a content creator & entrepreneur, my attention is already spread super thin, organization and efficiency usually slips through the cracks for me. The last thing I want to worry about is squabbling & not knowing how all my money is being saved & performing - this app is such a blessing, it quite literally consolidated all of my accounts so I can see everything in one place. Thank you Basil for developing this, such a massive weight lifted off my shoulders. 🙏🏽 I recommend everyone use this tool.
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Sooraj SaxenaSooraj Saxena

I Love This App!

Simple, clean, straight forward. I can see all my accounts aggregated in one place and understand the visualizations that have been prepared for me about my holdings! This easily accessible data enables me to make better long term financial decisions because I can truly understand my current position. I would recommend to anybody who wants to strengthen themselves financially. Thank you to the developers!!
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slob0daslob0da

Super Helpful

Really helps keep track of all my finances and provides great insight
Ohsun1316Ohsun1316

Great app for leveling up finance game

This app has been super helpful in seeing all of my finances in one place. Excited to see what other features get added!
Capteanste56390Capteanste56390
See 6 more reviews

FAQ

What financial accounts can I connect to Basil?

Basil allows you to connect a wide range of financial accounts, including banks, stock brokerages, retirement plans, and crypto exchanges. This provides a comprehensive view of your financial world in one unified dashboard.

How does Basil ensure the privacy and security of my financial data?

Basil prioritizes your privacy by using read-only access to your financial accounts. This ensures that your data remains secure and private, giving you peace of mind while managing your investments.

What are the subscription options for Basil?

Basil offers several subscription plans, including 'Basil Grow' and standard 'Basil' tiers, with monthly and yearly options. Many plans include a 7-day free trial, with prices ranging from $9.99/month to $69.99/year.

How often is Basil updated with new features?

Basil is continuously evolving to meet your financial needs. The app receives regular updates and new features to ensure your financial management tools are always at the forefront of technology.

What devices is Basil available on?

Basil is currently supported on iPhone and iPad devices, offering a seamless experience across Apple's mobile ecosystem.

Does Basil offer a free trial for its subscription plans?

Yes, many of Basil's subscription plans, such as 'Basil Grow' and the standard 'Basil' yearly options, come with a 7-day free trial. This allows you to explore the premium features before committing.

How does Basil help me optimize my investments?

Basil provides in-depth portfolio insights and robust investment performance tracking. You can analyze asset diversification, monitor growth, and benchmark against financial indices to make informed decisions.

What is the age rating for Basil?

Basil has an age rating of 4+, making it suitable for a wide range of users interested in managing their finances.