Evibe vs Finvygo

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.

Finvygo is a net worth tracking app. You enter what you own. Finvygo brings it all into a single view, keeps prices and rates up to date, and works out your true net worth, with debts deducted. Tracking is free, with no limit on assets. No bank connection, no aggregator, no broker credentials: you enter your holdings yourself. Anonymous: with a private key, your account is created with no name and no email address. Web and mobile Finvygo comes as a mobile app and as a web app at finvygo.com. Same account, synced data: add a holding from your computer and find it in your pocket. Your dashboard - Total net worth, daily change and a trend line - True portfolio performance, with your contributions factored in - Breakdown by asset class, by currency, by account and by broker - Estimated passive income: dividends, coupons, rent and interest - Upcoming dividends, best and worst performers, favorites - Widgets you can reorder on your dashboard Everything you own, in one place - Stocks and ETFs, with cost basis and prices updated after each market close, in the account of your choice - Mutual funds and index funds, with their latest net asset value - Cryptocurrencies, with wallet import from a public address - Physical property, including short-term rentals, and listed real estate: REITs and property funds - Savings accounts and term deposits - Life insurance and retirement: capital-guaranteed funds, unit-linked funds, managed portfolios - Bonds, peer-to-peer lending, precious metals, cash and custom assets - Loans and debts, with an editable repayment schedule Import instead of typing Import a CSV of holdings exported from your broker. Finvygo detects the columns on its own and shows you a summary before writing anything. Premium, optional - Intraday prices during market hours, slightly delayed - A point-by-point chart of your net worth over 24 hours - Price alerts, checked every hour during market hours - Recaps every day, every week and every month - An AI assistant that answers about your wealth - Your wealth in Claude or ChatGPT, through a connector you authorize and can remove at any time 15 days of Premium free when you create your account, no card required. Tools - Compound interest calculator - Loan simulator, with a comparison of offers - Rental yield calculator - A “what if I had invested” simulator All tools are provided for information only and give estimates, not advice. Private and secure PIN or biometric lock, two-factor authentication from the web app, instant amount masking, permanent account deletion. Your data is never sold. Built for every country You enter your holdings yourself: no bank logins, no aggregators, no broker credentials. Nothing depends on bank coverage where you live, so Finvygo works in any country. Market prices and daily exchange rates keep your net worth current, in your choice of 75 currencies. Available in 13 languages: Français, English, Deutsch, Español, Português (Portugal), Português (Brasil), Italiano, Nederlands, Polski, Svenska, Dansk, Čeština, Română. If yours isn't listed, the app runs in English. At a glance Price: free tracking; optional Premium, with a 15-day trial Bank connections: none, so it works anywhere Platforms: mobile and web apps, one synced account Languages: 13 (Français, English, Deutsch, Español, Português (Portugal), Português (Brasil), Italiano, Nederlands, Polski, Svenska, Dansk, Čeština, Română), English otherwise Currencies: 75, your choice Catalog: universal, tax-advantaged accounts detailed for several countries AI: built-in assistant and Claude or ChatGPT connector, with Premium Private key sign-in: an account with no name or email Finvygo is a tracking and information tool. It does not execute any transaction, does not hold your funds or your crypto, and does not provide any investment, tax or financial advice. The prices shown are indicative. Terms of Use: https://finvygo.com/en/terms