| What it does | See your entire net worth in one private place
| 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 | Free
| Freemium
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| Pricing | Free base tracking features; premium features planned
| 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 | - Beautiful net worth curves, allocation breakdowns, and historical trend visualizations
- Backfill historical data to see your complete wealth journey
- Portfolio analysis with insights into health, risk exposure, and diversification
- Deep-dive into ETF holdings to see companies you own and overlaps
- Set long-term goals and overlay target trajectory versus actual growth
- Weekly recap and monthly reminder emails for balance updates
- Track recurring subscriptions and spending by category
- Convert and unify multiple currencies into one net worth number
- Free financial calculators for investments, net worth, FIRE, savings rate, and rebalancing
| - 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 | - 100% manual tracking with no broken bank syncs or security risks from credential sharing
- Complete privacy: data never sold, shared, or used to recommend products
- Works with any asset type worldwide without requiring bank connections
- Designed for couples and families to track household wealth in one place
- Simple, reliable tool that respects your time without pushing upsells or proprietary products
| - 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) | 6 ● no change since last check | 34 ● no change since last check |
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| Trust Flow (Majestic) | 8 | 9 |
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| Citation Flow (Majestic) | 19 | 25 |
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| Referring domains (Majestic) | 4 | 45 |
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MyMoneyViz
Evibe