| What it does | Open-source budget tracker and personal finance app
| 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 | Essential: $30/year or $5/month. Includes manual entry, imports, investments, backup export, MCP server, and 2 household seats. Plus: $55/year or $8/month. Adds bank sync, AI features on the company's key, FIRE planner, and 5 household seats. Self-hosting is free forever and includes all 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 | - Bank connections via LunchFlow, SimpleFIN, and Monobank
- Automatic transaction categorization with AI learning
- Budget tracking and progress monitoring
- Investment portfolio tracking including crypto
- Multi-currency support with automatic exchange rates
- Family sharing with per-account access control
- AI MCP server for connecting external AI assistants
- Reports and analytics with pivot tables
| - 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 | - Fully open-source under AGPL-3.0 with auditable code
- Self-host for free with Docker or use cloud starting at $2.50/month
- Bank coverage across 30+ countries
- Bring your own AI or use the built-in assistant
- Data encryption and full user control with no data selling
| - 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 |
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| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | 34 ● no change since last check |
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| Trust Flow (Majestic) | 1 | 9 |
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| Citation Flow (Majestic) | 15 | 25 |
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| Referring domains (Majestic) | 72 | 45 |
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MoneyMatter
Evibe