Evibe vs Snowball Analytics

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.

Snowball Analytics combines portfolio analysis and dividend tracking for long-term investors. Bring your investment accounts together and see your whole portfolio in one place: stocks, ETFs, funds and crypto across 70+ exchanges and 30+ currencies. TRACK ALL YOUR INVESTMENTS - Link your brokerage accounts or import broker statements - Combine several portfolios into one overview - Watchlists and quotes for the stocks you follow DIVIDEND TRACKER AND CALENDAR - Automatic dividend tracking for every holding - Dividend calendar with upcoming and received payouts - Dividend income, dividend yield and yield on cost - Custom withholding tax - Dividend rating and top dividend stocks - Alerts for key dividend events (paid plans) PORTFOLIO PERFORMANCE - Performance that includes fees, dividends and trades, with money-weighted returns (IRR) - Diversification by sector, asset class and region - Metrics such as P/E, Beta and Sharpe ratio - Compare your results with benchmark indices - Calendar of earnings, dividends and splits PORTFOLIO INSIGHTS A personalized analysis of your portfolio right on the dashboard: spot concentration risks and see which holdings lag the benchmark. AI CHAT Ask questions about your portfolio and get answers based on your own holdings. HOME SCREEN WIDGETS See your portfolio value, dividends and top movers at a glance. GOALS Set a target for portfolio value or passive income and track your progress. PRIVACY Snowball Analytics does not store your brokerage usernames or passwords. PLANS Every new account starts with 14 days of full access for up to 2 portfolios. After that, you can stay on the free plan with 1 portfolio and up to 10 holdings, or upgrade. Paid plans (Starter, Investor and Expert) unlock more portfolios, unlimited holdings and advanced analytics. Snowball Analytics is not a broker or a registered investment advisor and does not provide investment advice. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula