Evibe — Portfolio Tracker

Evibe is the AI portfolio tracker for serious investors — native on iPhone, Apple Watch, iPad, and Mac, synced live across your Apple devices. Sync your brokers automatically with Plaid. Track stocks, options, dividends, ETFs, and crypto in real time. Benchmark any index. Let AI read your holdings — and bring your portfolio to ChatGPT, Claude, or Gemini.

7-day free trial, full access — no freemium tricks. Auto-renewable subscription; terms below.

SYNC YOUR BROKERS, AUTOMATICALLY Connect your banks and brokerages with Plaid and your positions import themselves, then keep updating on their own. No spreadsheets, no manual entry — your portfolio stays current while you focus on decisions.

AI THAT UNDERSTANDS YOUR PORTFOLIO One tap turns your holdings into a clear read: a health score, the real risks — concentration, overlap, sector and currency exposure — and specific, actionable suggestions, in seconds and in plain language.

OPPORTUNITIES, FOUND FOR YOU Every day, Evibe surfaces qualified, fully sourced ideas matched to the market — never a black box. Each one comes with the reasoning and the numbers behind it, so you see exactly why it surfaced.

YOUR PORTFOLIO, IN ANY AI Evibe speaks the Model Context Protocol (MCP): connect ChatGPT, Claude, or Gemini and let your assistant read your real portfolio and live market data — securely, on your terms.

LIVE ON YOUR LOCK SCREEN Follow a move as it happens with Live Activities on the Lock Screen and the Dynamic Island — a position, a ticker, or the market, updating without unlocking your phone.

TRACK EVERYTHING, IN REAL TIME Total value, performance, and unrealized P&L computed live and broken down by asset, sector, currency, and horizon — multi-currency converted on the fly. Live analytics surface concentration, diversification, exposure, and yield. Benchmark against the S&P 500, Nasdaq 100, sector ETFs, gold, bonds, or any ticker, overlaid on your value chart from 7 days to all-time.

REAL-TIME MARKETS & PRO ANALYTICS Live prices stream from professional feeds with sub-second updates. Build dashboards from custom panels — movers, indices, commodities, forex, rates. Every symbol page pairs candlestick charts, technical indicators, and key stats with ten years of fundamentals in sortable grids.

SEC FILINGS & INSIDER ACTIVITY For every U.S.-listed symbol: latest SEC filings (10-K, 10-Q, 8-K), recent insider transactions, and notifications the moment a new filing lands or a major insider trade happens.

SCREEN THE MARKET Filter the entire market by fundamentals — P/E, growth, margins, yield, market cap, sector, and dozens more. Save screens and get notified when a new symbol matches.

OPTIONS & DIVIDENDS Inspect full options chains — strikes, volume, open interest, ITM/OTM — and track P&L on covered calls and multi-leg strategies. Reconcile every dividend, project income, and follow ex-dividend, record, and pay dates on a full timeline.

ALERTS ON YOUR TERMS Price moves, earnings, dividends, option expirations, SEC filings, insider trades, and screener matches — tunable per symbol or portfolio.

EVERYWHERE YOU NEED IT Widgets on the Home Screen, Lock Screen, and StandBy, plus Apple Watch complications for every face — all synced live.

PRIVACY Bank connections are read-only through Plaid; Evibe never sees your credentials. Portfolio data encrypted in transit. Evibe does not sell or share your information.

SUBSCRIPTION Auto-renewable subscription (monthly or annual) with a 7-day free trial on the annual plan. Prices shown in-app before purchase; renews unless cancelled at least 24 hours before the period ends. Cancel anytime in Apple ID settings.

Terms of Use (EULA): https://evibe.com/terms Privacy Policy: https://evibe.com/privacy

DISCLAIMER Evibe provides market information and portfolio tracking tools, not investment, tax, or legal advice, and is not a broker-dealer. All data is informational only. Past performance is no guarantee of future results.