| What it does | Apple-native portfolio tracker for stocks, ETFs, crypto and 17 asset classes with real-time quotes, AI analysis and broker sync
| Personal finance app for people who'd rather live their life than balance a spreadsheet
|
|---|
| Stage | Not given
| Not given
|
|---|
| Founded | Not given
| Not given
|
|---|
| Based in | ES
| CA
|
|---|
| Pricing model | Freemium
| Free trial
|
|---|
| 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
| Monthly: $7.99 CAD/month. Annual: $69.99 CAD/year billed annually (save 27%), equivalent to $5.83 CAD/month. No credit card required for 14-day free trial.
|
|---|
| 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
| - 50+ smart customizable categories
- Split transactions across multiple categories
- Custom automation rules for edge cases
- Monthly AI email recap of spending habits
- Subscription audit to find forgotten subscriptions
- Year-over-year spending comparisons
- Real-time balances across all accounts
- 90-day cash flow forecast
- Face ID and fingerprint lock on mobile
- CSV export anytime with no vendor lock-in
|
|---|
| 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
| - One honest price with every feature included, no tiers or add-ons
- Bank-grade read-only security with no data selling or training
- Full feature parity on web, iOS and Android with no stripped-down app
- Unlimited accounts, transactions and household members included
|
|---|
| Community votes | 0 | 0 |
|---|
| DR (Domain Rating by Ahrefs) | 34 ● no change since last check | Not checked yet ● no change since last check |
|---|
| Trust Flow (Majestic) | 9 | 0 |
|---|
| Citation Flow (Majestic) | 25 | 0 |
|---|
| Referring domains (Majestic) | 45 | 0 |
|---|
Evibe
NewTracker