| What it does | Apple-native portfolio tracker for stocks, ETFs, crypto and 17 asset classes with real-time quotes, AI analysis and broker sync
| Track charitable donations and maximize tax deductions with organized records and tax-ready reports
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| Stage | Not given
| Startup
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| Founded | Not given
| 2025
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| Based in | ES
| US
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| Pricing model | Freemium
| Free
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| Pricing | Free plan with 1 portfolio, up to 50 holdings, 1 watchlist, real-time quotes, AI statement import (CSV, Excel, PDF), 2 alerts and 1 screener. Premium at $9.99/month or $99.99/year (billed annually), with unlimited portfolios, holdings, watchlists, broker sync, AI analysis and all features. 7 days of
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| Key features | - Real-time streaming quotes from 40+ global exchanges
- Broker sync with 1,000+ banks and brokers across US, Canada, Europe and crypto exchanges
- AI statement import from CSV, Excel and PDF files
- Portfolio and stock analysis with AI health score and grades
- Connect to ChatGPT, Claude and Gemini via private MCP endpoint
- Track 17 asset classes including stocks, ETFs, crypto, bonds, real estate, art, vehicles and more
- Stock screeners on 60+ fundamentals with saved filters and alerts
- Multi-currency portfolios with historical FX rates
- Dividend tracking with executed, declared and estimated dividends
- Live Activity on lock screen, Dynamic Island, widgets and menu bar ticker for Mac
| - Photo receipt capture that automatically reads and fills in donation details
- IRS compliance checking for deductible donations
- Tax report generation with PDF, spreadsheet, TurboTax import, and receipt archive
- Community feed to follow friends and discover campaigns
- Privacy controls with private, followers-only, and public sharing options
- Goal tracking by amount, cause, number of gifts, or organization
- Dashboard showing total giving, tax savings, goal progress, and impact history
- IRS-registered charity search and lookup
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| What makes it different | - Read-only broker connection that never moves money or sees passwords
- AI that understands your portfolio with data-driven grades and cited sources
- Daily AI-generated investment ideas stress-tested with downside cases
- Web app available at demo.evibe.com and app.evibe.com with no install required
| - 2026 tax deduction: tracks up to $1,000 cash gifts for standard deduction filers
- Automatic receipt reading and donation data extraction
- Complete tax filing integration with TurboTax import
- Social community for charitable giving discovery and tracking
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 34 ● no change since last check | Not checked yet ● no change since last check |
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| Trust Flow (Majestic) | 9 | 0 |
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| Citation Flow (Majestic) | 25 | 0 |
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| Referring domains (Majestic) | 45 | 0 |
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Evibe
DonateMate