Evibe vs Portfolio Performance

Evibe is the AI portfolio tracker for serious investors — native on iPhone, iPad, Apple Watch, and Mac, synced live across your Apple devices. 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. Free to use, with a Premium subscription for the advanced features — and 7 days of Premium on every new account. GET YOUR POSITIONS IN, ANY WAY Connect your bank or brokerage and your positions import themselves, then keep updating on their own. No connection? Drop in a statement — CSV, Excel, or PDF — and AI reads the columns, matches every symbol, and gives you a preview to check before anything is saved. Free on every plan. 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 suggestions. OPPORTUNITIES, FOUND FOR YOU Every day, Evibe surfaces qualified, fully sourced ideas — never a black box. Each comes with the reasoning and the numbers behind it. YOUR PORTFOLIO, IN ANY AI Evibe speaks the Model Context Protocol (MCP): connect ChatGPT, Claude, or Gemini and let your assistant read your 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. 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. Analytics surface concentration, diversification, and yield. Benchmark the S&P 500, Nasdaq 100, sector ETFs, gold, or any ticker, overlaid on your value chart, 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 candlesticks, indicators, and ten years of fundamentals. SEC FILINGS & INSIDER ACTIVITY For U.S.-listed symbols: SEC filings (10-K, 10-Q, 8-K), insider transactions, and a notification the moment either lands. SCREEN THE MARKET Filter the entire market by fundamentals — P/E, growth, margins, yield, market cap, sector, and dozens more. Save screens, get notified on new 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 and pay dates. ALERTS ON YOUR TERMS Price moves, earnings, dividends, option expirations, SEC filings, insider trades, and screener matches — per symbol or portfolio. EVERYWHERE YOU NEED IT Widgets on the Home Screen, Lock Screen, and StandBy, plus Apple Watch complications — all synced live. PRIVACY Bank and brokerage connections are read-only; Evibe never sees your credentials. Portfolio data encrypted in transit. Evibe does not sell or share your data. FREE & PREMIUM Free: one portfolio (50 holdings), one watchlist, real-time prices, the S&P 500 benchmark, 2 alerts, one screener, one year of history, symbol widgets and AI statement import. Premium: unlimited portfolios and holdings, broker sync, AI analysis and opportunities, full history, advanced analytics, tax lots, portfolio widgets, Apple Watch and MCP. Auto-renewable subscription, monthly or annual. Prices shown in-app before purchase; renews unless cancelled at least 24 hours before the period ends. Cancel anytime in Apple Account 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.

Track your investments. Confidentially. Portfolio Performance is the mobile companion for users of the popular free and open-source Portfolio Performance desktop application. This app is your gateway to tracking investments on the move, complementing the desktop version's capabilities. Edit and maintain your transaction history on the desktop, then view and analyze your investments on your device. How does it work? The mobile application reads the same data file as the desktop version. When you assign a password, the file is secured with industry-standard AES256 encryption. Choose your preferred cloud storage provider, like iCloud, Google Drive, or OneDrive, for file synchronization. Your financial transaction history remains confined to your phone, with all calculations performed locally. What features are supported? • Update historical prices with the "Historical Prices" configuration for Portfolio Report, HTML, JSON, CoinGecko, Eurostat, and Yahoo Finance (Note: "Latest Price" configuration is not yet supported). • View statements of assets and related charts. • Access performance views and charts. • Earnings view, including yearly and monthly charts. • Taxonomies, including pie charts and rebalancing information. • Exchange rates, including updates of reference rates from the ECB. • Filters to restrict calculations and charts to specific accounts and/or classifications from any taxonomy. • Support for 29 of the 46 dashboard widgets available in the desktop version. • Analysis for all reporting periods (Note: Reporting periods based on "trading days" using a trade calendar are not yet supported). • Dark mode. What is included in the subscription? Portfolio Performance offers an optional 'Premium' subscription, which unlocks dashboards and supports future development of Portfolio Performance. With this subscription, you can view all dashboards created in the desktop application and also create and edit mobile dashboards, tailoring them to your specific information needs on the mobile screen. Please note: Payment will be charged to your Apple ID account at the confirmation of purchase. Subscription automatically renews unless it is canceled at least 24 hours before the end of the current period. Your account will be charged for renewal within 24 hours prior to the end of the current period. You can manage and cancel your subscriptions by going to your account settings on the App Store after purchase. Privacy Policy: https://www.portfolio-performance.app/privacy-policy Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/