# Portfolio Tracker - Basil — Stocks, Crypto, and Net Worth > Unified personal finance and portfolio tracker for stocks, crypto, and net worth. (iPhone/iPad app by Basil Finance Inc..) - Source: https://appshunter.io/ios/app/portfolio-tracker-basil/id6447072094 (this page in markdown: same URL + `.md`) - Developer: [Basil Finance Inc.](https://appshunter.io/developer/1680216957) - Category: Finance, Productivity - Price: Free with in-app purchases - Rating: 4.94/5 from 18 App Store ratings · 11 written reviews indexed - Age rating: 4+ - Requires: iOS 17.6 · 76 MB - Languages: English - Released: 2023-07-12 - Data updated: 2026-06-10 - Monetization: freemium - User reviews in markdown: https://appshunter.io/ios/app/portfolio-tracker-basil/id6447072094/reviews.md ## What is Portfolio Tracker? Easily and securely track and manage your stocks, crypto, cash, and more with Basil! Track your finances with Basil – the ultimate personal finance and portfolio tracker. Effortlessly manage everything from DeFi investments to your 401k, all integrated seamlessly under one roof. - Unified Accounts Dashboard and Portfolio Tracker Effortlessly connect various financial accounts, from banks and stock brokerages to retirement plans and crypto exchanges. Basil offers a comprehensive view of your financial world in a user-friendly interface. - In-Depth Portfolio Insights Receive detailed, real-time analysis of your investment portfolio. Understand asset diversification, track performance, and make smart decisions to optimize your investments. - Robust Investment Performance Tracking Monitor your portfolio's growth and benchmark against key financial indices. Set and pursue personal financial objectives with Basil's advanced tracking features. - Regular Portfolio Notifications Stay informed on the go with customizable portfolio push notifications. Get timely updates on your assets' performance, so you never miss a beat in your financial journey. - Uncompromised Privacy & Security Your privacy is paramount. Enjoy read-only access to your finances with the assurance that your data remains secure and private. - Continuously Evolving Basil evolves with your financial needs. Regular updates and new features ensure that your financial management is always at the forefront. Embark on a smarter financial journey with Basil – the heart of your financial management. Terms Of Service: https://basil.fi/terms/ Basil's Privacy Policy: https://basil.fi/privacy/ ## Key features - Unified accounts dashboard - In-depth portfolio insights - Investment performance tracking - Customizable portfolio notifications - Read-only financial access - Seamless integration of financial accounts ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Yearly | $34.99 | per year | | Basil | $49.99 | per year | | Basil Grow (1 Month) | $9.99 | per month | | Basil Grow (1 Year) | $69.99 | per year | | Basil | $69.99 | per year | | Basil | $9.99 | per month | ## Recent user reviews (10 of 11) All indexed reviews: https://appshunter.io/ios/app/portfolio-tracker-basil/id6447072094/reviews.md ### 5/5 — Must Try *2025-03-30* Awesome UI, everything in one place. This will probably be my main finance app going forward! ### 5/5 — I can FINALLY save my time. *2024-02-10* 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. ### 5/5 — I Love This App! *2023-08-28* 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!! ### 5/5 — Super Helpful *2023-08-14* Really helps keep track of all my finances and provides great insight ### 5/5 — Great app for leveling up finance game *2023-08-14* This app has been super helpful in seeing all of my finances in one place. Excited to see what other features get added! ### 5/5 — I deleted all my other tracking apps *2023-07-28* I’ve been looking for an app to track ALL my finances and this is it. Once you get Basil, you don’t need the other apps, this one will track your banking, stocks, crypto and shows everything in you portfolio. I haven’t found anything else that can show all the data so I’m very happy using Basil. ### 5/5 — Highly Recommend *2023-07-24* Great app to see all your finances. ### 5/5 — Great aggregation for all my account *2023-07-15* Easy to add account. Simple to use. Nice snapshot of my financial health at one place. Refresh feature is great to see up the moment numbers. ### 5/5 — An Unparalleled Financial Management Companion! *2023-07-14* Where do I even begin to express my admiration for Basil? This app has entirely revolutionized my financial management and investment tracking methods. It's not just an app; it's an all-encompassing financial companion. Firstly, Basil's seamless account integration is genuinely a game-changer. With its support for thousands of different accounts, from my MetaMask crypto wallet to my Fidelity retirement account, it's incredible to see all my assets in one place. The insights offered by Basil are nothing short of spectacular. The ability to not just monitor the overall portfolio performance, but also to dissect the individual account performance, is exceptional. Detailed breakdowns of asset allocations combined with the app's insightful suggestions have greatly informed my financial decisions. Additionally, the comprehensive data Basil provides for countless assets is invaluable. With the ability to access in-depth insights about any asset, I feel more confident and informed about my investment choices than ever before. What sets Basil apart, though, is its commitment to privacy and security. The assurance that Basil never stores logins or API keys, and that it maintains read-only access, is comforting. Knowing that my data is anonymized and well-protected gives me peace of mind to fully utilize the app. I am also impressed with Basil's foresight and commitment to growth. The regular updates and addition of new features demonstrate how dedicated the team is to evolving with my financial journey. Overall, Basil is truly a comprehensive and intuitive tool for any investor, no matter the type of asset or account. It's more than just an app—it's a financial advisor, data analyst, and portfolio manager, all rolled into one. No wonder I'm keenly looking forward to the Pro version! So, if you're like me and were frustrated with tracking money through multiple apps, give Basil a try. It's time to take control of your finances, and Basil is the perfect partner to embark on this journey with. Thank you, Basil, for making financial management a breeze! ### 5/5 — I can FINALLY save my time. *2023-07-13* 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 to whoever developed this, such a massive weight lifted off my shoulders. 🙏🏽 I recommend everyone use this tool. ## Frequently asked questions about Portfolio Tracker ### 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. ## Version history (last 5 releases) ### 3.1.0 — 2025-04-25 - Added home screen widgets to see your portfolio at a glance. - Bug fixes & improvements ### 3.0.5 — 2025-04-15 Bug fixes & improvements. ### 3.0.4 — 2025-04-06 Bug fixes & improvements. ### 3.0.3 — 2025-04-02 - Bug fixes and improvements. ### 3.0.2 — 2025-04-01 - Bug fixes & improvements. ## Apps similar to Portfolio Tracker | App | Rating | Price | Category | | --- | --- | --- | --- | | [Dividend Calc-Yield Tracker sz](https://appshunter.io/ios/app/dividend-calc-yield-tracker-sz/id6447882579) | — | Free | Finance | | [Net Worth: Wealth Tracker](https://appshunter.io/ios/app/net-worth-wealth-tracker/id6444575658) | — | Free | Finance | | [Exirio: Portfolio Tracker](https://appshunter.io/ios/app/exirio-portfolio-tracker/id1560263435) | 4.6 (25) | Free | Finance | | [Portfolio X - Stock Tracker](https://appshunter.io/ios/app/portfolio-x-stock-tracker/id6482978134) | 4.7 (47) | Free | Finance | | [Paper Trading Stock Simulator](https://appshunter.io/ios/app/paper-trading-stock-simulator/id1618162738) | 4.6 (29) | Free | Finance | | [Tenacity - Track Your Finance](https://appshunter.io/ios/app/tenacity-track-your-finance/id6484067772) | — | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*