| What it does | Apple-native portfolio tracker for stocks, ETFs, crypto and 17 asset classes with real-time quotes, AI analysis and broker sync
| See bank fees and subscriptions on your statement PDF
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| Stage | Not given
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| Founded | Not given
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| Based in | ES
| CA
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| Pricing model | Freemium
| Freemium
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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
| Free: $0 USD (one statement per month). Pro: $5.99 USD per month or $47 USD per year (save 35%). Pro Canada: $7.99 CAD per month or $64 CAD per year. Sales tax applies where applicable.
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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
| - Upload bank statements in PDF format
- Identify and list all bank fees
- List all subscriptions found in statements
- Categorize all charges automatically
- Process statements locally without uploading
- Annual fee estimates for each bank charge
- Tips on negotiating with banks to remove fees
- Download charges as spreadsheet
- See spending breakdown by month
- Support for major US and Canadian banks
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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
| - No bank login or account required to analyze first statement
- PDF never leaves your device
- Converts fees to annual figures for easy comparison
- Customizable charge categories
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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
Expenvo