Connect your broker: your portfolio fills itself in
Connect a bank or brokerage and Evibe imports positions and transactions on its own — read-only, 1,000+ institutions across the US, Canada, Europe and crypto.
Every portfolio tracker starts with the same chore: getting your positions in. Typing them by hand, or exporting a spreadsheet and hoping the columns line up.
Evibe skips the chore. Connect a bank or brokerage and your positions and transactions import themselves — then keep updating on their own, every time something changes at your broker.
How it works
Three steps, a couple of minutes:
- Pick your institution. Search among 1,000+ banks and brokers — Fidelity, Charles Schwab, Robinhood, Interactive Brokers, Vanguard and Chase in the US; Wealthsimple and Questrade in Canada; Trading 212, DEGIRO, Trade Republic, Revolut and Scalable Capital in Europe; Coinbase, Kraken and Binance for crypto.
- Sign in on your institution's own page. The connection is read-only and Evibe never sees your credentials — you authenticate with your bank or broker directly, the way you always do.
- Watch it fill in. Holdings and transactions flow straight into your portfolio, ready to chart, analyze and track in real time — on iPhone, iPad, Mac or the web app. From then on, new trades show up without you lifting a finger.
No connection? Drop in a statement
Not every institution offers a connection, and some people simply prefer to keep their hands on the wheel. For them there is the AI statement import: drop a CSV, Excel or PDF statement from any broker and AI reads the columns, matches every symbol and shows you a preview to check before anything is saved. Manual entry, with historical-FX cost basis, isn't going anywhere either.
What's included
Broker sync is a Premium feature — and it's included in the 7 days of Premium every new account gets, no card required, so you can connect your accounts on day one and see your whole net worth before deciding anything. The AI statement import and manual entry are free on every plan.
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, and connecting an account doesn't change that.
Your portfolio data is stored anonymized and encrypted, with no human-readable identity next to your holdings.
Download Evibe and connect your first account — your portfolio will be waiting for you.
— The Evibe team