Blog.
Notes on building Evibe — markets, dividends, and product craft.
- Time Weighted ReturnTime Weighted Return FormulaTwr Vs Mwr
Time-Weighted Return: How to Calculate and Use TWR
Discover how to calculate time-weighted return to measure investment performance accurately, stripping out the impact of deposits and withdrawals.
Aug 14, 202619 min read - Best Etf Overlap ToolEtf Tracking ErrorEtf Overlap Tools
ETF Overlap Analysis: Identify Duplication in Your Portfolio
Discover how to analyze ETF overlap in your portfolio. Minimize redundancy, enhance diversification, and optimize holdings with our quick reference guide.
Aug 13, 202615 min read - How To Read A Correlation MatrixInterrelationship Of AssetsCorrelation Coefficient Matrix
Asset Correlation Matrix: A Practitioner’s Guide
Discover how to use an asset correlation matrix to enhance your portfolio’s performance, identify diversification gaps, and manage risk effectively.
Aug 12, 202618 min read - Automatic Portfolio TrackingPortfolio Management ToolsPortfolio Performance Tracking
How to Automate Portfolio Reports: A Practical Guide
Automate portfolio reports with Evibe’s privacy-first, Apple-native tracker. This practical guide covers seamless setup and timely performance updates.
Aug 11, 202611 min read - Import Portfolio CsvHow To Track Cost BasisRecording Asset Costs
Cost Basis Tracking: Your Complete U.S. Tax Guide
Master cost basis tracking to ensure accurate tax calculations and avoid costly mistakes when selling investments — Evibe’s complete U.S. tax season guide.
Aug 10, 202619 min read - Sec Yield Vs Distribution Yield30 Day Sec Yield MeaningDifference Between Yields
SEC Yield vs Distribution Yield: What Income Investors Need to Know
Learn the key differences between SEC yield and distribution yield, and discover which metric better reflects true income for your investment strategy.
Aug 9, 202616 min read - Fx Adjusted ReturnsCurrency Impact On ReturnsHedging Currency Exposure
How FX Moves Affect Your Portfolio — and What to Do
Discover how FX movements impact your portfolio returns and learn effective strategies to manage currency risk for better investment outcomes.
Aug 8, 202614 min read - How To Benchmark PortfolioPortfolio BenchmarkingPerformance Relative To Benchmarks
Portfolio Benchmarking: A Practical Guide for Investors
Unlock the potential of your investments with effective portfolio benchmarking. Learn how to measure risk and return against market standards.
Aug 7, 202617 min read - Alpha Vs BetaAlpha Vs Beta InvestingAlpha Male Characteristics
Alpha vs Beta: What Investors and Readers Need to Know
Discover the key differences between alpha and beta in finance. Learn how these concepts affect investment strategies and market performance.
Aug 7, 202614 min read - Best Options Greeks TrackerTrack Options GreeksWhat Are Options Greeks
Options Greeks Explained: A Practical Trader’s Guide
Master options Greeks explained: Delta, Gamma, Theta, Vega, and Rho, with practical examples to sharpen your trading precision and boost your potential.
Aug 6, 202617 min read - Investment Analysis SoftwarePortfolio Management AppsBest Stock Trackers
Best Stock Rover Alternatives for Full Net-Worth Tracking (2026)
Discover the best stock rover alternatives for 2026! Explore tools like Evibe for complete net-worth tracking and smart investment insights.
Aug 4, 202611 min read - Track Performance Vs InflationRealized Vs Unrealized GainsReal Return Vs Nominal Return
Realized vs Unrealized Gains: What Investors Need to Know
Understand the key differences between realized vs unrealized gains and how they impact your taxes. Maximize your investment strategy today!
Aug 3, 202616 min read - Track Crypto PortfolioCrypto Investment Tracking ToolsCrypto Asset Monitoring
Track Crypto Portfolio and Your Full Net Worth in 2026
Discover how to track your crypto portfolio and net worth seamlessly in 2026 with Evibe’s unified wealth dashboard. Start your free trial today!
Aug 2, 202613 min read - All-In-One Investment TrackerHow To Track Crypto And StocksBest Crypto And Stocks Tracker
Best Crypto and Stocks Tracker for Investors in 2026
Discover the best crypto and stocks tracker for 2026! Evibe unifies your investments with AI insights, seamless syncing, and tax-ready reports.
Aug 1, 202619 min read - Track Net WorthBest Net Worth TrackerBest Net Worth Tracking App
How to Track Net Worth: Tools, Apps, and a Step-by-Step Guide
Learn how to track your net worth effectively with the right tools, apps, and a step-by-step guide — start today for clearer, private financial insights.
Jul 31, 202614 min read - How To Track InvestmentsFinancial Health DashboardTop Wealth Management Tools
Best Wealth Dashboard Apps for Investors: 2026 Guide
Discover the best wealth dashboard apps for investors in 2026 — compare features and privacy. Simplify tracking stocks, crypto, and more with Evibe.
Jul 30, 202618 min read - Liquid Net Worth MeaningNet Worth Vs Liquid Net WorthCalculate Liquid Net Worth
Net Worth vs Liquid Net Worth: Calculate Both
Discover the key differences between net worth vs liquid net worth. Learn how to calculate both for better financial planning and flexibility.
Jul 29, 202618 min read - Stock Dividend CalculatorDividend Yield CalculatorCalculator Dividend Yield
Dividend Yield Calculator: Estimate Income and Yield
Use our dividend yield calculator to estimate stock income and compare yield across your portfolio. Track it all privately in Evibe’s Apple-native app.
Jul 28, 202613 min read - Etf Analysis AppEtf Data AnalyticsEtf Analytics App
ETF Analysis Tools for Whole-Portfolio Investors
Discover effective ETF analysis tools to optimize your whole portfolio. Evaluate risk, diversification, and performance in one private, Apple-native dashboard.
Jul 27, 202612 min read - Mint Alternatives FinanceMint Alternatives 2026Mint Finance Alternatives
Best Mint Alternatives for Investors: 2026 Guide
Discover the best Mint alternatives for investors in 2026, including Evibe’s private, Apple-native portfolio tracking with smart AI insights. Explore now!
Jul 26, 202612 min read - Time Weighted Vs Money WeightedTime Weighted Vs Money-WeightedMoney Weighted Vs Time Weighted
Best Mint Alternative for Multi-Asset Investors (2026)
Discover the best Mint alternative for multi-asset investors in 2026 — Evibe offers universal asset tracking, private data storage, and Apple-native design.
Jul 25, 202612 min read - Free Alternatives To Personal CapitalPersonal Capital Mint Com AlternativesInvestment Tracking Platforms
Personal Capital Alternatives for Investors: Top Picks
Discover the best Personal Capital alternatives — Evibe, Monarch Money, and Wealthfront — to privately track investments and manage your finances better.
Jul 24, 202618 min read - Distribution Yield FormulaYield Calculation ToolCash Distribution Calculator
Distribution Yield Calculator: Formula, Cautions, and Tools
Learn how to use a distribution yield calculator effectively: discover the formula, key cautions, and tools to assess your investment returns accurately.
Jul 23, 202610 min read - Cost Basis Tracking ToolCost Basis Calculation ToolInvestment Cost Basis
Average Cost Basis Calculator: Your 2026 Investor Guide
Use our average cost basis calculator to track profits, losses, and tax reporting effortlessly in 2026. Discover Evibe’s private, Apple-native tool today!
Jul 23, 202612 min read - Portfolio Risk FormulaCalculating Portfolio VolatilityPortfolio Risk Management
Portfolio Risk Formula: A Step-by-Step Investor Guide
Learn the portfolio risk formula step by step: calculate variance, covariance, and standard deviation to manage risk and make smarter investment decisions.
Jul 22, 202611 min read - Current ETF Market TrendsETFs Investment TimingBest Time To Invest In ETFs
Is It a Good Time to Buy ETFs? What Investors Need to Know
Wondering if it’s a good time to buy ETFs? Research shows investing now often outperforms waiting for the “perfect” moment. Discover key insights.
Jul 21, 20268 min read - How To Calculate DividendsDividend Income CalculatorPortfolio Dividend Calculator
Portfolio Dividend Calculator: Your 2026 Investor Guide
Use our portfolio dividend calculator to project future income, optimize your investment strategy, and plan smarter toward financial independence in 2026.
Jul 19, 202611 min read - How To Calculate Drip IrrigationVTI Irrigation CalculatorDrip Irrigation Efficiency Calculator
VTI DRIP Calculator: Project Your Dividend Returns
VTI DRIP calculator: project dividend returns and reinvestment growth over time. Plan smarter, build long-term wealth, and track it privately with Evibe.
Jul 18, 202610 min read - SCHD Investment CalculatorHow To Calculate SCHD DividendsSCHD Profit Calculator
SCHD Div Calculator: Maximize Your Dividend Income
Use the SCHD div calculator to unlock your dividend potential — estimate income, project long-term growth, and maximize returns with Evibe’s private tracker.
Jul 17, 202610 min read - How To Track InvestmentsPortfolio Management SolutionsInvestment Tracking Software
Top 4 Portfolio Monitoring Tools Alternatives 2026
Discover the top 4 portfolio monitoring tools alternatives for 2026 to analyze risks, track asset performance, and manage investments more effectively.
Jul 16, 202615 min read - Dividend Yield CalculatorDividend Payout CalculatorEtf Dividend Calculator
ETF Dividend Calculator: Your 2026 Income Planning Guide
ETF dividend calculator: plan your 2026 income accurately with fund-specific insights on yield, growth, and reinvestment for smarter investing.
Jul 16, 202611 min read - High Yield ETFs 2023ETFs With No NAV LossNo NAV Erosion Strategies
High Yield ETF With No NAV Erosion: 2026 Guide
Discover how a high yield ETF with no NAV erosion can generate strong income while preserving your capital long-term. Learn the strategy now!
Jul 15, 202611 min read - How To Calculate DividendsDividend Snowball CalculatorDividend Growth Calculator
Dividend Snowball Calculator: Build Passive Income Fast
Unlock financial growth with our dividend snowball calculator. See how reinvesting dividends can turn small payouts into significant income.
Jul 14, 202611 min read - Comparable Investment Research ToolsBest Alternatives To MorningstarFree Investment Analysis Tools
Top 6 Morningstar X-Ray Free Alternatives 2026
Discover 6 free Morningstar X-Ray alternatives for 2026, offering effective asset analysis and portfolio insights to strengthen your investment strategy.
Jul 13, 202622 min read - Portfolio Management SolutionsBest Portfolio Monitoring AppsAsset Tracking Software
Top 6 Portfolio Monitoring Software Alternatives 2026
Discover the top 6 portfolio monitoring software alternatives of 2026 to track assets, optimize strategies, and boost your overall financial performance today.
Jul 12, 202620 min read - Dividend Yield CalculatorHow To Calculate DividendsMonthly Dividend Calculator
Monthly Dividend Calculator: Plan Your Income
Use a monthly dividend calculator to project income accurately. Enter key inputs and plan effectively with Evibe’s private, Apple-native tracker.
Jul 12, 202611 min read - Dividend Yield CalculatorEstimate Dividend IncomeDividend Income Calculator
Dividend Income Calculator: Your 2026 Investor Guide
Discover how a dividend income calculator can boost your investment strategy. Learn to forecast earnings and plan for financial independence in 2026!
Jul 11, 202611 min read - Sharesight Review TrustpilotSharesight App ReviewSharesight Dividend Tracker Review
Top 5 Sharesight Review Alternatives 2026
Explore the top 5 Sharesight review alternatives for 2026 and discover the best portfolio tracking software to manage your investments privately and securely.
Jul 10, 202617 min read - How To Select Dividend StocksWhich Is Better Dividend Kings Or AristocratsDividend Kings Vs Aristocrats
Dividend Kings vs Aristocrats: 2026 Investor Guide
Discover the differences between dividend kings vs aristocrats. Learn how each group can boost your portfolio income in our 2026 investor guide.
Jul 9, 202611 min read - Portfolio Management ToolsWhy Use Portfolio Management ToolsTrack Investment Performance
Top 5 Portfolio Management Tools Alternatives 2026
Explore 5 top portfolio management tools alternatives for 2026 — compare features, pricing and platforms to optimize tracking and your investment strategy.
Jul 8, 202618 min read - Analytics Software For StartupsAnalytics Software ReviewsData Insights Platforms
Best Snowball Analytics Alternative for Investors in 2026
Discover the best Snowball Analytics alternative for 2026 — enhance portfolio tracking, dividend income, tax reporting and insights tailored for investors.
Jul 8, 202610 min read - Calculator For DividendsStock Dividend CalculatorDividend Calculator Stock
Stock Dividend Calculator: Plan Your Income and Growth
Use our stock dividend calculator to project dividend income and growth — model yield, reinvestment and payout trends to plan retirement and build wealth.
Jul 7, 202610 min read - PrivacyGuide
The best private, ad-free portfolio trackers (2026)
Your portfolio is the most sensitive data you own, and most 'free' trackers monetize it. How to pick a private, ad-free portfolio tracker that doesn't.
Jul 4, 20263 min read - AppleGuide
The best portfolio tracker for iPhone, iPad, Mac & Apple Watch (2026)
Most portfolio trackers are web apps in a thin iOS wrapper. How to pick one that’s genuinely native to iPhone, iPad, Mac and Apple Watch — widgets included.
Jul 4, 20265 min read - Net worthGuide
The best net worth tracker apps (2026): 7 tools compared
The right net worth tracker pulls every asset — stocks, crypto, cash, real estate — into one number. The 7 best net worth trackers in 2026, compared.
Jul 4, 20264 min read - Multi-currencyGuide
The best multi-currency portfolio tracker for international investors (2026)
Hold assets in more than one currency and most trackers distort your returns. What a real multi-currency portfolio tracker must do — and how to choose.
Jul 4, 20263 min read - DividendsGuide
The best dividend tracker apps (2026): 6 tools compared
A good dividend tracker does more than total last month's payouts. Here are the 6 best dividend trackers in 2026, what each is good at, and how to choose.
Jul 4, 20264 min read - AIGuide
The best AI stock analysis & portfolio apps (2026)
AI in investing apps ranges from useful to noise. How to tell them apart — and how Evibe's AI explains your portfolio and any stock without ever advising.
Jul 4, 20264 min read - watchOSProduct
Your portfolio on your Apple Watch
Glanceable net worth, live tickers and price alerts on your wrist — Evibe complications on every watch face, Smart Stack entries, and real-time updates.
Jun 26, 20262 min read - AIProduct
Meet Evibe's AI: your portfolio, any stock, and fresh ideas — explained
Three new AI tools that analyze your portfolio, explain any stock you track, and surface daily ideas to research — grounded in real data, never advice.
Jun 17, 20263 min read - AIMCPProduct
Connect your portfolio to ChatGPT, Claude and Gemini
Generate your own private MCP endpoint and ask any AI assistant about your real holdings — in plain language. Read-only, revocable, and never able to trade.
Jun 13, 20261 min read - iOSProduct
Track your watchlist from the Lock Screen and Dynamic Island
Start a Live Activity on any watchlist and follow its symbols live — price, change and market state — from your iPhone Lock Screen and Dynamic Island.
Jun 12, 20261 min read - SyncProduct
Connect your accounts: automatic import with Plaid
Link your US and Canadian banks and brokerages through Plaid, and Evibe imports your holdings and transactions automatically — read-only, in a few clicks.
Jun 9, 20262 min read - WebProduct
Evibe on the web: your portfolio in any browser
Evibe is Apple-native by design — and now there's a web app too. See your full portfolio in any browser, and try the live demo with no install and no account.
Jun 4, 20261 min read - LaunchProduct
Evibe is live: track your entire net worth on iPhone and Mac
Today we're flipping the switch. Evibe is officially out — native on iPhone and Mac, 17 asset classes, real-time, in any currency. Here's the full feature tour.
May 16, 20264 min read - ProductVision
Welcome to Evibe — and a quick word on what we're building
A short note from the team about why Evibe exists, who it’s for, and what to expect from this blog — the story behind our Apple-native portfolio tracker.
Apr 25, 20262 min read