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Basil AI

Harness AI for Smarter Financial Decisions

Interactive AI for Personalized Insights

Basil's AI chatbot connects you with dynamic, data-driven insights. Ask about any asset, track your holdings, and get real-time portfolio valuations – all powered by the ChatGPT API.

Plus, discover AI-generated summaries for your financial statements, making complex data easily understandable.

Basil AI Chatbot Interface

Intelligent Chatbot

Engage with our AI chatbot for intuitive, personalized financial advice and market updates, transforming the way you manage your assets.

Financial Statement Summaries

Simplify lengthy income statements, balance sheets, earnings calls, and more with AI-generated summaries, offering clear insights and easy-to-understand overviews of your financial statements.