Evibe vs Valora

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.

VALORA - INVESTMENT & PORTFOLIO TRACKER Track your investments in one place and understand what drives your returns. Valora is a global investment tracker and portfolio tracker for stocks, ETFs, funds, crypto, dividends, cash, forex, commodities, term deposits, and custom assets. Follow holdings on the NYSE, Nasdaq, and international markets without connecting a bank or brokerage account. Turn transactions and market data into a clear view of performance, income, and risk. ONE TRACKER FOR YOUR COMPLETE PORTFOLIO • Stock tracker for US and global market holdings • ETF tracker for exchange-traded funds • Crypto tracker alongside traditional assets • Dividend tracker for income history • Funds, cash, forex, commodities, indices, term deposits, and custom assets • Multiple portfolios and currencies BUILD AN ACCURATE INVESTMENT HISTORY Record buys, sells, dividends, cash deposits, and withdrawals with price, fee, tax, venue, and currency details. Add transactions manually, by voice, or through CSV import. Review imports, edit and backdate activity, and move holdings between portfolios. UNDERSTAND PERFORMANCE, NOT JUST PRICES Go beyond a basic stock portfolio or watchlist with analytics designed to explain results: • Portfolio performance and historical return views • Performance stories that explain what changed and why • Benchmark comparisons for broader market context • Asset allocation and diversification insights • Dividend, transaction, asset return, P/E, and beta insights • Portfolio movers, goals, and grouped holding views ASK AI ABOUT YOUR OWN PORTFOLIO Ask Valora's AI Chat about your holdings, performance, or individual assets and get structured answers grounded in your portfolio data. Revisit past chats and turn complex information into clear summaries and key figures. Midday Pulse combines portfolio movement, market benchmarks, relevant news, upcoming events, and concentration-risk context in one daily briefing you can read or listen to. RESEARCH ASSETS AND STAY INFORMED • Search stocks, ETFs, funds, crypto, forex, commodities, and more • Build a watchlist and filter or sort by market, type, and period • Explore price history, news, market data, and portfolio context • Review technical analysis with signals, indicator breakdowns, and plain-language commentary • Set target price alerts and get notified when an asset reaches your level • Follow personalized news, events, market movers, and IPO coverage where available CONTROL WITHOUT SHARING BROKER CREDENTIALS Valora is manual-first: you decide what enters each portfolio. No bank password or broker connection is required. Start with email or anonymously, then protect access with a recovery code, PIN, biometrics on supported devices, and Sensitive Mode. MAKE VALORA YOURS Choose your default currency, language, theme, landing screen, market view, chart preferences, notifications, and widgets. VALORA PRO Unlock expanded limits, advanced analytics and charts, AI-powered interpretation, additional metrics, and more with Valora PRO. Whether you need an investment tracker for a growing stock portfolio, an ETF tracker for long-term holdings, a dividend tracker for income, or a multi-asset portfolio tracker, Valora helps you record, monitor, and understand your investments with confidence. IMPORTANT DISCLAIMER Valora is a portfolio tracking and information tool. It does not provide investment advice and does not facilitate trading. Market and analytical information may be delayed or incomplete and should not be the sole basis for an investment decision. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/