| What it does | Connect your bank to AI and get real answers
| 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 | Freemium
| Freemium
|
|---|
| Pricing | Base: $5/month billed annually or $9.95/month billed monthly. Investor: $8.25/month billed annually ($99/year) or $12.95/month billed monthly. Both include a 7-day free trial.
| 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 | - Ask Claude, ChatGPT, or any MCP client about spending, budgets, and balances
- 10,000+ US bank connections via Plaid
- Automatic transaction categorization with user-defined rules
- Auto-sync transactions to Google Sheets and Excel
- Track cards, loans, balances, APRs, and due dates
- Split mixed purchases into budget categories
- Connect investment and retirement accounts
- Scheduled check-ins and recurring tasks via AI
| - 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 data stored on servers; credentials stay with Plaid and money never moves through OpenBudget
- One subscription with everything included; no ads or data selling
- Automatic spreadsheet sync with no manual CSV exports
| - 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) | 13 ● no change since last check | 34 ● no change since last check |
|---|
| Trust Flow (Majestic) | 13 | 9 |
|---|
| Citation Flow (Majestic) | 32 | 25 |
|---|
| Referring domains (Majestic) | 110 | 45 |
|---|
OpenBudget
Evibe