Evibe vs Private Portfolio Tracker

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 entire net worth privately. No bank logins. No Plaid. No data harvesting. Private Portfolio Tracker keeps everything on your device by default. THE PROBLEM Every other portfolio tracker asks for your bank credentials. They route through third-party aggregators like Plaid and Yodlee, creating a chain of companies with access to your complete financial history. If there is a breach, your data is exposed. Even without a breach, many apps monetize your transaction data through analytics partnerships. THE SOLUTION Private Portfolio Tracker takes a fundamentally different approach. You enter your holdings manually or import CSV exports from your brokerage. No credentials leave your device. No third-party aggregator ever sees your data. Everything is stored locally by default, with optional iCloud sync when you want it. KEY FEATURES - Portfolio Dashboard — See your total portfolio value across all portfolios, accounts, and holdings at a glance with smart formatting for large values - Interactive Portfolio Charts — Scrub through your portfolio history with responsive charts - Asset Allocation Visualization — Interactive donut charts reveal portfolio concentration and balance across asset classes - True Investment Returns (XIRR) — Annualized return calculations that separate real gains from deposits, giving you an accurate picture of investment performance - CSV Import — Import from US and European brokerages with smart delimiter detection, US/European date and number formats, automatic column mapping, and Finder drag & drop on Mac - Native Mac App — Keyboard shortcuts (Cmd+N, Cmd+Shift+E, Cmd+,), Finder drag & drop for CSV import, proper window resizing, and macOS Settings. Not "Designed for iPhone" — a real Mac app - Home Screen & Lock Screen Widgets — Check your total portfolio value at a glance without opening the app - EU & UK Account Types — Track ISA, SIPP, ISK, PEA, and other region-specific tax-advantaged accounts alongside US 401(k) and IRA - Multi-Currency Portfolios — Set a base currency (USD, EUR, GBP, CHF, SEK, CAD, AUD, JPY, and more) and track holdings in any currency. Net worth, allocation, and XIRR all auto-convert to your base currency - Bundled Exchange Rates — No internet required. Exchange rates ship with the app and work completely offline. Override any rate in Settings → Exchange Rates, or reset to defaults at any time - Unrealized Gain/Loss Tracking — See exactly how each holding is performing with color-coded gain/loss indicators HOW IT WORKS 1. Create a portfolio (e.g., "Retirement", "Taxable") 2. Add accounts within each portfolio (401k, IRA, ISA, SIPP, ISK, Brokerage) 3. Enter holdings manually, import via CSV, or drag & drop a CSV from Finder (Mac) 4. View your net worth, asset allocation, and investment returns PRICING Free: - 1 portfolio, 3 accounts, 20 holdings - 12 Snapshots - 90 Day chart history - CSV import/export Pro ($24.99/year or $79.99 lifetime): - Unlimited portfolios, accounts, and holdings - Unlimited snapshots - Unlimited chart history - JSON Export - Support independent development PRIVACY BY DESIGN - No account creation required - No bank credentials collected - No third-party analytics or tracking SDKs - No data monetization - All data stored on-device by default - Optional iCloud sync uses Apple's end-to-end encrypted infrastructure BUILT FOR SERIOUS INVESTORS Private Portfolio Tracker is designed for Bogleheads, FIRE practitioners, and anyone who believes tracking your finances shouldn't require surrendering your financial privacy. If you use a spreadsheet today, this is your upgrade — on iPhone and Mac. Download and take control of your financial privacy. LEGAL Privacy Policy: https://privateportfoliotracker.com/privacy.html Terms of Use (EULA): https://privateportfoliotracker.com/terms.html