BasilAI — Track and manage investment portfolios

BasilAI is an automated investment tracking and portfolio visualization platform for private investors and advisors.

BasilAI is an automated investment tracking platform that consolidates diverse financial assets into a single dashboard. Specifically designed for individual investors and financial advisors in 2026, the tool removes the manual labor traditionally associated with monitoring multi-asset portfolios. By connecting directly to brokerage accounts, the platform provides a real-time view of holdings across stocks, ETFs, and alternative assets without the need for spreadsheet updates. The software utilizes visualizations to break down asset allocation, performance metrics, and risk exposure. Business owners and high-net-worth individuals can use BasilAI to identify laggards in their portfolio and rebalance based on data-driven insights. The platform simplifies tax-season preparation by maintaining a clear history of transactions and cost basis across different institutions. Users can find more details and alternative financial tools by visiting surfai.app to compare asset management solutions. The system also supports personalized alerts, notifying users of significant market movements or dividend payouts that impact their overall net worth. This level of automation ensures that busy professionals can maintain fiduciary oversight of their personal or client wealth with minimal time commitment. BasilAI operates on a freemium model, providing core tracking features for free while offering advanced analytics and deeper historical data through a paid subscription plan.

• Pricing: freemium

Specifications

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