| What it does | AI-powered income and expense tracker that automatically categorizes transactions from photos, PDFs, voice notes, or text
| Apple-native portfolio tracker for stocks, ETFs, crypto and 17 asset classes with real-time quotes, AI analysis and broker sync
|
|---|
| Stage | Not given
| Not given
|
|---|
| Founded | Not given
| Not given
|
|---|
| Based in | CA
| ES
|
|---|
| Pricing model | Freemium
| Freemium
|
|---|
| Pricing | Free plan: $0 forever with manual transaction entry, full history, 166+ currencies, unlimited AI scanning, and basic features. Pro plan: available at a discounted rate with code LAUNCH20 for 20% off, includes everything in Free plus batch AI scan, duplicate detection, historical data import, 7+ char
| 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
|
|---|
| Key features | - AI-powered receipt scanning from photos with 99% OCR accuracy
- Voice input for logging expenses
- Automatic transaction categorization with subscription flagging
- Support for 166+ currencies with real-time exchange rates
- 7+ chart types for income and expense analysis
- AI assistant to query financial data in plain English
- One-click tax-ready Excel export
- Mobile app for iOS and Android
- PDF and text input for transactions
- Duplicate transaction detection
| - 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
|
|---|
| What makes it different | - No bank connection or payment data stored - you control all financial data
- Zero retention policy: all data permanently deleted when account is closed
- 4 different input methods (photo, voice, PDF, text) to log expenses however you prefer
- Built by independent team with no investors or hidden fees
- Financial data never sold or used for advertising
| - 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
|
| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 21 ● no change since last check | 34 ● no change since last check |
| Trust Flow (Majestic) | 4 | 9 |
| Citation Flow (Majestic) | 16 | 25 |
| Referring domains (Majestic) | 37 | 45 |