Evibe — the complete portfolio tracker for serious investors, built natively for Apple
Serious investing quickly outgrows the tools you start with. Your brokerage app only shows the holdings inside that one brokerage. A spreadsheet is private and flexible, but it slowly turns into a second job. Web dashboards aggregate balances yet lag the market and feel like a website rather than an app. We built Evibe to end those compromises: one real-time, AI-assisted view of everything you own — native on iPhone, iPad, Apple Watch, and Mac, and private by design. It's a tool for tracking, understanding, and following your investments, not a brokerage and not financial advice.
One portfolio, every account, synced automatically. Connect your banks and brokerages with Plaid and your positions import themselves, then keep updating on their own — no spreadsheets, no CSV exports, no monthly maintenance. Evibe reconciles holdings and transactions from every connected account into a single combined portfolio, so the picture stays current while you spend your attention on decisions instead of data entry. If you'd rather not link an account, you can add and maintain positions manually; the two approaches live side by side in the same portfolio.
Track every kind of asset. Evibe goes well beyond a stock tracker. Stocks, ETFs, options, dividends, and crypto sit alongside bonds, cash, and currencies — and you can also record manual and alternative holdings like real estate, private investments, vehicles, and other assets, so your net-worth picture reflects everything you own, not just what trades on an exchange. Each holding rolls up into the same live totals, breakdowns, and analytics.
Real-time by design. A dedicated pricing engine streams professional market data at sub-second latency, so your numbers move when the market moves rather than refreshing on a slow timer. That real-time backbone is what makes the live profit-and-loss, the Lock Screen activity, and the streaming dashboards feel immediate instead of stale.
A live picture of performance. Total value, performance, and unrealized profit and loss are computed continuously and broken down by asset, sector, currency, and time horizon. Live analytics surface concentration, diversification, exposure, and yield as they shift, so you can see not just what you're worth but how the risk is distributed. Every figure is calculated server-side for consistency across your iPhone, Watch, iPad, and Mac.
Benchmark against anything. Overlay your portfolio against the S&P 500, the Nasdaq 100, sector ETFs, gold, bonds, or any individual ticker, directly on your value chart — from the last seven days all the way to all-time. It's an honest way to see whether your results come from skill, the market, or a single position carrying the rest.
AI that reads your portfolio — without inventing numbers. One tap turns your holdings into a clear, plain-language read: a health score, the real risks (concentration, sector and currency exposure, overlapping positions), and specific, actionable suggestions, in seconds. The analysis follows a strict rule — the model never makes up your figures. Every number it works with is computed by Evibe and passed in, so the read is grounded in your actual portfolio rather than a confident guess. It's insight to inform your own thinking, not a recommendation to act.
An opportunity, found for you every day. Each day, Evibe surfaces a qualified, fully-sourced idea matched to current market conditions — an "Opportunity of the day" that is never a black box. Every one comes with the reasoning and the underlying numbers, so you can weigh it on the evidence and dismiss it just as easily. It's there to widen your view of the market, presented as research to consider rather than a signal to follow.
Bring your portfolio into ChatGPT, Claude, or Gemini. Evibe speaks the Model Context Protocol (MCP), the emerging standard for connecting AI assistants to real data. Connect your assistant and it can read your live portfolio and market data through a set of read-only tools — so you can simply ask "how did my dividends grow year over year?", "where's my concentration risk?", or "summarize my week" and get an answer grounded in your real holdings. The connection is read-only by design: your assistant can read and reason, never trade or move money. And because the tools return values Evibe has already computed, the assistant works from real figures instead of hallucinating them.
Live on every Apple surface. Follow a move as it happens with Live Activities on the iPhone Lock Screen and in the Dynamic Island — a single position, a ticker, or the whole market, updating without unlocking your phone. The same live data drives Apple Watch complications for every watch face, and widgets on the Home Screen, Lock Screen, and StandBy. Most trackers stop at a static widget; Evibe keeps the number live, pushed over a real-time connection.
A real Mac app, not a web wrapper. On the Mac, Evibe is a genuine native desktop app with multi-window workflows and floating "bars" that keep a ticker or your portfolio visible above whatever else you're doing, plus a menu-bar presence for an at-a-glance check. iPad gets the same native treatment, and everything stays in sync across every device automatically, so you can start on your phone and continue on your Mac without missing a beat.
Dividends and income, in depth. For income investors, Evibe reconciles every dividend, projects forward income, and tracks ex-dividend, record, and pay dates on a complete timeline. It surfaces yield, payout ratio, coverage, and dividend-growth metrics over one, three, and five years, so you can tell durable income from a number that only looks good today.
Built for taxes. For US investors, Evibe tracks holdings at the lot level, separating short-term from long-term, with alerts — so you always know what would actually be taxable if you sold, and when a position is about to cross from short- to long-term treatment. It's the detail most trackers skip, and the one that changes real decisions.
Options and multi-leg strategies. Inspect full options chains — strikes, volume, open interest, in- and out-of-the-money — and track profit and loss on covered calls and multi-leg strategies right alongside the rest of your portfolio, in the same real-time view.
Screen the entire market. Filter the whole market by fundamentals: P/E, growth, margins, yield, market capitalization, sector, and dozens of other ratios. Save your screens and get notified the moment a new symbol matches, so a watchlist becomes a standing query that works while you don't.
SEC filings and insider activity. For every US-listed symbol, Evibe shows the latest SEC filings — 10-K, 10-Q, 8-K — and recent insider transactions, and it can notify you the moment a new filing lands or a major insider trade happens. It's the kind of signal that usually lives in a separate terminal, here next to the position it concerns.
Alerts that respect your attention. Price moves, earnings, dividends, option expirations, SEC filings, insider trades, and screener matches can each be tuned per symbol or per portfolio. You decide what's worth an interruption, so the app stays quiet until something you actually care about happens.
True multi-currency. Each portfolio has its own base currency, and Evibe converts every position with live foreign-exchange rates so your totals are correct even when you hold across markets. Historical rates are applied to cost-basis calculations — which matters for anyone holding foreign-listed stocks or trading through more than one broker in more than one currency.
Your data, your way. Bank and brokerage connections are strictly read-only through Plaid, and Evibe never sees your credentials. Portfolio data is encrypted in transit, and Evibe does not sell or share your information. You also choose where your data lives — on your device, in iCloud, or in Evibe's cloud — so portability and privacy stay in your hands.
Simple, honest pricing. Evibe is an auto-renewable subscription with a 7-day free trial — full access, no freemium tricks and no features held hostage. Prices are shown in the app before you ever purchase, and you can cancel anytime in your Apple ID settings.
Why we built Evibe. We wanted the tracker we couldn't find for our own money: one that syncs everything automatically, updates in real time, feels genuinely native on every Apple device, and treats AI as a way to understand a portfolio rather than a gimmick — with a hard rule that it never fabricates a number. Evibe is that app, and we're building it for investors who take their portfolios as seriously as we take ours.
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, and past performance is no guarantee of future results.
