Connect your accounts: automatic import with Plaid

Setting up a portfolio tracker has always had the same first chore: getting your positions in. Typing them by hand, or exporting a CSV and hoping the columns line up.

Not anymore. Evibe now connects to your accounts through Plaid and fills your portfolio in for you.

How it works

Three steps, a couple of minutes:

1. Pick your institution. Search the 10,000+ banks and brokerages Plaid supports — Fidelity, Charles Schwab, Robinhood, Vanguard, Coinbase, Chase, Bank of America and many more.
2. Sign in securely. Plaid handles the connection directly. Evibe never sees your bank password.
3. Watch it populate. Your holdings and transactions flow straight into your portfolio, ready to chart, analyze and track in real time.

Read-only, always

This is import, not access. The connection is strictly read-only: Evibe can never place an order, never move money, never touch your account. It reads your positions and transactions so you don't have to type them — that's the entire scope.

Evibe is a tracker, not a broker. Connecting an account doesn't change that.

US & Canada, up to 3 accounts

Plaid coverage spans 10,000+ institutions across the US and Canada, so most North American investors are covered. Your subscription includes up to 3 connected accounts — enough to pull together a brokerage, a retirement account and a crypto wallet into one net-worth picture. (Coverage changes over time; check your specific institution in the connect flow.)

Prefer to keep it manual?

Plaid is optional. If your institution isn't covered, or you'd simply rather keep your hands on the wheel, the CSV importer with its dry-run validator is still there — it shows you exactly what will be imported before anything is written. And manual entry, with full historical-FX cost basis, isn't going anywhere.

Download Evibe and connect your first account.

— The Evibe team