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Evibe vs Lodestar Wealth

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

Evibe compared with Lodestar Wealth
DetailEvibe logo EvibeLodestar Wealth logo Lodestar Wealth
What it doesApple-native portfolio tracker for stocks, ETFs, crypto and 17 asset classes with real-time quotes, AI analysis and broker sync AI personal finance management that diagnoses your finances and ranks what to do next with dollar impact
StageNot given Not given
FoundedNot given Not given
Based inES US
Pricing modelFreemium Freemium
PricingFree 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: one complete financial analysis and one portfolio review, no card required. Lodestar Plus $14.99/mo or $149.99/yr (7-day free trial available).
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
  • Live net-worth simulator with Monte Carlo ranges
  • Personalized opportunities based on job, employer benefits, age, location, and account structure
  • Portfolio structural score and plain-English review of actual holdings
  • Tax strategy center with CPA-ready guidance
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
  • Forward-looking prescriptive approach, not backward-looking tracking—ranks what to do next by dollar impact
  • Every dollar figure computed by deterministic engine, never guessed by AI
  • Flat fee model regardless of asset size, removing conflicts of interest
  • Complete analysis available free before upgrading, no teaser tier
Community votes00
DR (Domain Rating by Ahrefs)34 no change since last checkNot checked yet no change since last check
Trust Flow (Majestic)90
Citation Flow (Majestic)2519
Referring domains (Majestic)452

6 details filled in for both companies.

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