Evibe vs CompounderHQ

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.

Find quality compounders with the screener, Guru Consensus across 20 tracked 13F investors, and Signal Zones across US-listed securities. Dividend, income and after-tax tracker for US stocks and covered-call ETFs such as JEPQ, SPYI, QQQI and JEPI. Judge them with the Compounder Score and its quality gate, a 2-stage DCF fair value estimate, F-Score and Z-Score checks, and covered-call payout verdicts from distribution coverage, consistency, and NAV trend. Track what they pay with a 365-day dividend calendar, a received ledger, and a per-month, per-account income forecast with FIRE goals. Keep the record straight across every account: specific-lot cost basis, real tax wrappers, and an after-tax view for 9 residencies. Your 1099 is the authority, and entering it replaces our estimates for that fund and year. CORE CAPABILITIES • Multi-account, specific-lot tax accounting: Taxable, Trad IRA, Roth, 401(k), HSA plus 19 international wrappers (including NISA, ISA, SIPP, SRS, MPF, IRP, NPS, PPF) are real entities, not labels. Lots track FIFO, LIFO, min-tax, max-tax, or average cost. • Forward 12-month after-tax income, per residency: dividends projected after domestic tax and treaty withholding, with the Foreign Tax Credit modelled where it applies. Tax-advantaged accounts shelter domestic tax only; US withholding still applies. BUILT FOR THE COMPOUNDER • Compounder Score 0 to 10: an umbrella over three lenses (Income, Growth, Value) anchored by a Quality gate; drill into each lens per holding • Signal Zones and technical alerts: Accumulate, Hold, and Reduce reads from RSI-14, MACD, 50/200-day crosses, and distance from the 52-week high, with a confidence score and rationale. Set your own RSI, yield, P/E, or Compounder Score thresholds. Informational context, not trade signals. • 13F guru ownership: which of 20 tracked investors own a stock, plus Guru Consensus • Quality-Growth screener with lens filters and a Margin-of-Safety view • Capital allocation: owner earnings and buyback yield net of SBC dilution • Income Goal and FIRE date: year-by-year income projection with flat-growth and dividend-cut scenarios • Portfolio X-Ray: the underlying exposure behind ETFs you hold • Face ID app lock plus a Lock Screen and Dynamic Island ticker • Dividend Calendar with inline distribution detail • Withdrawal sequencing plus a year-end tax-harvest view • CSV import recognises exports from Fidelity, Schwab, Vanguard, Interactive Brokers, SBI, Rakuten and Monex, plus a generic format • Ex-dividend and earnings alerts, widgets, deep links, and Siri answers for your income forecast • Latest results per holding: revenue, EPS, guidance and dividend news from the company's own earnings release, with a link to it • Export the accounts you choose, with your watchlist, alerts, goals and settings, in one password protected file for CompounderHQ on another device • iPhone and iPad PRIVACY FIRST On-device by default (SwiftData). Optional iCloud sync stays in your private database, which we can't read, and Settings shows its status. No analytics, no advertising IDs, no third-party SDKs. PRICING Start with 2 weeks of full access free, no payment required and no feature held back. After that, Accounts and Watchlist stay free with 1 account, up to 10 open positions and 1 CSV import, and nothing you enter is ever locked away. CompounderHQ Pro unlocks Income, Act, X-Ray, Alerts and unlimited accounts, positions and imports for $39.99 per year. Pro is an auto-renewable annual subscription. Nothing is charged unless you choose to subscribe. Once subscribed, the price is charged to your Apple Account and renews annually unless cancelled at least 24 hours before the period ends. Manage or cancel in iOS Settings. CompounderHQ is an information and analytics tool for US-listed securities only. It is not financial, tax, or investment advice. Terms of Use (EULA): https://marsstudio.app/compounderhq/terms Privacy Policy: https://marsstudio.app/compounderhq/privacy