| What it does | A budgeting and financial planning app that shows where your money is headed, not just where it went.
| Apple-native portfolio tracker for stocks, ETFs, crypto and 17 asset classes with real-time quotes, AI analysis and broker sync
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
| ES
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| Pricing model | Freemium
| Freemium
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| Pricing | Free plan with 2 saved projections; Flan Plan with unlimited projections and shared planning features.
| 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 | - Visual financial timelines up to 30 years on Flan Plan
- Projection-first budgeting approach
- Goals and debt payoff planning
- Shared projections with partners
- Multiple saved scenarios to compare what-ifs
- Onboarding walkthrough for new users
- Actionable insights
| - 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
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| What makes it different | - Projects your financial future forward instead of only tracking past spending
- Works without bank account linking, focusing on planning rather than transaction tracking
- Designed for both individuals and couples with shared planning capabilities
| - 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
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 34 ▼ −1 (down) since last check | 34 ● no change since last check |
| Trust Flow (Majestic) | 9 | 9 |
| Citation Flow (Majestic) | 25 | 25 |
| Referring domains (Majestic) | 153 | 45 |