| What it does | Your personal AI CFO for serious investors
| 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 | Free tier with limited AI usage; Pro $17/mo billed annually or $20/mo monthly; Max $200/mo
| 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 | - Connect over 12,000 US banks and brokerages
- Connect crypto exchanges and self-custody wallets
- Track physical assets with live market data valuation
- Real-time financial insights via call, chat, or email
- Read-only access with no ability to move money
- SOC 2 Type II certified encryption
- Mobile-first web experience
- AI-powered financial analysis connected to real accounts
| - 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 | - Built by investors specifically for investors
- AI answers questions using your real numbers, not generic examples
- Institutional-grade analysis in real time, 24/7
- Combines account aggregation with AI financial insights
- Secure with encrypted data and no credential storage
| - 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) | 42 ● no change since last check | 34 ● no change since last check |
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| Trust Flow (Majestic) | 12 | 9 |
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| Citation Flow (Majestic) | 32 | 25 |
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| Referring domains (Majestic) | 111 | 45 |
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Silvia
Evibe