| What it does | Personal finance app with custom expense categories and automatic transaction categorization
| 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 | Startup
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| Founded | 2024
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| Based in | Not given
| ES
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| Pricing model | Not given
| Freemium
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| Pricing | CSV Import Plan: $2.99/month; US Banking Plan: $4.99/month; International Plan: $3.99/month. All plans include a 3-month 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
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| Key features | - Custom expense categories
- Keyword-based auto-categorization
- Real-time bank connections
- CSV import from any bank
- AI-powered financial insights
- Investment portfolio tracking
- Budget management with alerts
- Scenario simulator for financial planning
- Monthly spending trends
- Subscription detection
| - 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 | - Create custom categories that match your actual spending, not generic presets
- Train once, auto-categorize forever with keyword rules you define
- Scenario simulator to model what-if financial changes
- AI-powered subscription detection finds forgotten recurring payments
| - 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) | Not checked yet ▼ −11 (down) since last check | 34 ● no change since last check |
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| Trust Flow (Majestic) | 1 | 9 |
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| Citation Flow (Majestic) | 8 | 25 |
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| Referring domains (Majestic) | 49 | 45 |
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SpendSpace
Evibe