| What it does | Effortless money planning
| 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 | GB
| ES
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| Pricing model | Freemium
| Freemium
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| Pricing | Free: $0 with two active budgets, budget analytics, any currency, and ready-made budget templates. Premium: $54 (one-time payment) with unlimited budgets, collaboration on budgets, and priority support. Premium also available as monthly or yearly subscription, or lifetime access option.
| 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 | - Monthly budget planning with income, expenses, and allocations
- Project budgets with target amounts and expense tracking
- Insights to see financial trends over time
- Budget sharing with partners or friends
- Support for over 150 world currencies with automatic conversion
- Data export to CSV format
- Ready-made budget templates
- Budget analytics
| - 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 | - Plan before you spend rather than track after spending
- Multi-currency support with automatic conversion to main currency
- Separate budgets for different life categories and projects
- Collaborative budgeting with partners and friends
- No bank connection required
| - 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) | 3 ● no change since last check | 34 ● no change since last check |
| Trust Flow (Majestic) | 12 | 9 |
| Citation Flow (Majestic) | 19 | 25 |
| Referring domains (Majestic) | 21 | 45 |