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Insights

Unlock the power of data-driven investing

Explore Your Financial Data Like Never Before

Easily track and monitor your overall portfolio performance as well as individual account performance. Get detailed breakdowns of your asset allocations and stay informed with Basil's meaningful insights.

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Advanced Analytics

Dive deep into comprehensive analytics to understand your portfolio's performance trends and make informed decisions.

Portfolio Breakdowns

Get detailed insights into your investments with breakdowns by account and asset type, enabling smarter diversification strategies.