| What it does | Personal financial planning software for tech professionals
| 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 | US
| ES
|
|---|
| Pricing model | Paid
| Freemium
|
|---|
| Pricing | Basic Plan: $200/year. Guided Plan: $2,000/year for one plan subscription.
| 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 | - Advanced tax modeling for stock options, concentrated stock, QSBS, and other complex equity strategies
- Monte Carlo simulation to stress-test plans across thousands of market scenarios
- Financial projections across decades with instant impact analysis
- Investment tracking across multiple accounts with tax treatment analysis
- AI plan review to identify gaps and risks in financial strategy
- 1:1 plan review with 60-minute focused session with team
- Financial goals management with dedicated funding strategies
- Live Q&A and learning sessions hosted twice a month
| - 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 | - Designed specifically for tech professionals with complex equity positions
- Entirely user-supported with no affiliate marketing, third-party compensation, or product commissions
- Forward-looking financial planning application rather than just spending tracking
- Models complex tax implications including Roth conversions, QCDs, IRMAA, and RMDs
| - 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) | 12 ▼ −1 (down) since last check | 34 ● no change since last check |
|---|
| Trust Flow (Majestic) | 10 | 9 |
|---|
| Citation Flow (Majestic) | 19 | 25 |
|---|
| Referring domains (Majestic) | 54 | 45 |
|---|
Nauma
Evibe