| What it does | Apple-native portfolio tracker for stocks, ETFs, crypto and 17 asset classes with real-time quotes, AI analysis and broker sync
| DIY retirement and financial planning with full tax detail and Claude AI assistance
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| Stage | Not given
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| Founded | Not given
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| Based in | ES
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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 tier: The whole planner and app including up to 4 plans with 12 scenarios each, tax engine, Monte Carlo analysis, and free trial of Claude connector. Plus tier: $100 USD per year with higher Claude connector limits.
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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
| - Tax modeling down to lot-level cost basis with capital gains stacking
- Income tax calculation for 41 states and DC with local tax support
- Social Security modeling with earnings test and spousal benefits
- Monte Carlo analysis with thousand trials from real market history
- Claude AI integration for plan building and analysis
- Roth conversion and withdrawal optimizer
- Multi-scenario comparison with detailed scenario diffing
- Real estate modeling with depreciation and rental property analysis
- Family and household modeling with marriage, children, and moves
- Income tracking for salary, RSUs, pensions, and Social Security
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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
| - Tax-focused planning engine that models actual tax impacts at lot level
- Claude AI integration that builds and updates plans via conversation
- Free core planner with optional paid Claude connector tier
- Variable spending model that adapts annually based on portfolio performance
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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 | 1 |
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| Citation Flow (Majestic) | 25 | 19 |
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| Referring domains (Majestic) | 45 | 29 |
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Evibe
FinZot