| What it does | Financial Management for Everyone
| 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 | US
| ES
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| Pricing model | Freemium
| Freemium
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| Pricing | Personal: Free forever. Family: $14.99/month or $149/year. Pro: $9.99/month standalone or $99.90/year, or $7.99/month with Family. Elite: $49.99/month for first 3 seats, $19/month per additional seat.
| 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 | - Bill Tracker - Track recurring bills with AutoPay marking
- Income Tracker - Log income sources with pay frequency
- Debt Payoff Calculator - Choose avalanche or snowball strategy
- Bank Sync via Plaid - Automatic transaction categorization
- Bank-Verified Payments - Checks against real bank activity
- Budget Health Score - 0-100 score showing spending alignment
- Net Worth Tracker - Track assets and debts
- Invoicing and A/R - Create and track invoices with online payments
- Profit & Loss Summary - Export P&L statements for accounting
- Household member accounts - Up to 5 members with shared budget
| - 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 | - Bank-verified payments confirm actual clearing dates against bank activity
- Completely free personal tier with no credit card required
- Shared household finances for up to 5 members
- Built-in invoicing and business tools without separate apps
- Revenue portion supports community aid for basic necessities
| - 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) | 5 ▲ +1 (up) since last check | 34 ● no change since last check |
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| Trust Flow (Majestic) | 2 | 9 |
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| Citation Flow (Majestic) | 22 | 25 |
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| Referring domains (Majestic) | 7 | 45 |
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Nemonix
Evibe