Portfolio

Portfolio+ provides a scalable Open Banking and Core Banking platform for banks, credit unions, trust companies, and other financial institutions. Their cloud‑based services include open finance APIs, core banking core‑ops, term deposit and GIC software, lending, investment management, retail banking solutions, and managed services. Portfolio+ also offers consulting, premier support, and business continuity planning, targeting both traditional banks and fintech partners.

Portfolio is listed with 1 API on the APIs.io network. Tagged areas include Company, Banking, Open Finance, Cloud Services, and Consulting.

Portfolio’s developer surface includes engineering blog, documentation, and 8 more developer resources.

🌐 Visit website 📡 Profile data on GitHub

9.2/100 minimal Agent 14/100 agent aware Full breakdown ↓
scored 2026-10-23 · rubric v0.25.0 · Show this score on your site →

1 API

Company Banking Open Finance Cloud Services Consulting

Kin Score

Kin Score How this is scored →
scored 2026-10-23 · rubric v0.25.0

Composite quality — 9.2/100 · minimal

Contract Quality 0.0 / 21

Developer Ergonomics 2.0 / 17

Access Clarity 1.8 / 17

Operational Transparency 0.0 / 11

Contract Governance 0.0 / 10

Discoverability 5.0 / 9

Regulatory Posture 1.9 / 15

Agent readiness — 14/100 · agent aware

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

Documented Reversibility 0 / 6

MCP Server 0 / 12

Machine-Readable Auth 10 / 10

Idempotency 0 / 9

Stable Error Semantics 0 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 0 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Delegated User Identity 6 / 6

Protected Resource Metadata 5 / 5

Registration Without a Human 0 / 6

Agentic Commerce Well-Known Document 0 / 5

Pagination 5 / 5

Distinct Operations 3 / 3

Regulatory Posture applies to this provider. Its tags matched the Banking & Open Finance regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.

Create-or-Update Ergonomics could not be measured. We hold no machine-readable contract for this provider to read, so there is nothing to measure a write surface against. Excluded rather than scored zero: never-measured and measured-empty are different facts. Publishing an OpenAPI is what makes this facet — and several others — scorable at all.

The six quality facets above are damped to 85 points between them, because the conditional facet above carries the other 15. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 85% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.

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<a href="https://apis.io/providers/portfolioplus/"><img src="https://apis.io/badge/portfolioplus/card.svg" alt="Portfolio on APIs.io — Kin Score by API Evangelist"></a>

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Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. Every facet and dimension name above is a link: it opens that measurement's own page — what it means, the exact checks that feed it, how the whole catalog distributes on it, and the providers at the top of it. This rating is computed from github.com/api-evangelist/portfolioplus: open an issue to ask a question, or submit a pull request to add artifacts. Submit an artifact on GitHub — free → Manage your own listing — the Influence plan, $499/mo →

APIs 1

Individual APIs this provider publishes, each with its own machine-readable definition.

Portfolio API

Portfolio+ offers open banking and core banking APIs as described on their website.

Security Posture 1

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Portfolioplus Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Resources

Documentation 1

Reference material describing how the API behaves

Documentation

Documentation

Agent Surfaces 2

MCP servers, agent skills, and machine-readable catalogs

WellKnown

WellKnown

LLMsTxt

LLMsTxt

Access & Security 1

Authentication, authorization, and security posture

DomainSecurity

DomainSecurity

Commercial 1

Pricing, plans, and the legal terms of use

PrivacyPolicy

PrivacyPolicy

Company 2

The organization behind the API

Blog

Blog

Website

Website

Other 3

Properties that don't map to a standard resource type

Hosts

Hosts

Vendors

Vendors

Leadership

Leadership

Source (apis.yml)

aid: portfolioplus
name: Portfolio
image: https://portfolioplus.com/wp-content/uploads/2019/04/Main-hero-Backgorund.jpg
description: Portfolio+ provides a scalable Open Banking and Core Banking platform for banks, credit unions, trust companies,
  and other financial institutions. Their cloud‑based services include open finance APIs, core banking core‑ops, term deposit
  and GIC software, lending, investment management, retail banking solutions, and managed services. Portfolio+ also offers
  consulting, premier support, and business continuity planning, targeting both traditional banks and fintech partners.
url: https://raw.githubusercontent.com/api-evangelist/portfolioplus/refs/heads/main/apis.yml
x-type: company
x-source: harvest:g2-catalog
x-tier: profiled
x-tier-reason: enrichment pass 2026-10-21 (modular-v1; was harvest)
specificationVersion: '0.20'
created: '2026-10-21'
modified: '2026-10-21'
tags:
- Company
- Banking
- Open Finance
- Cloud Services
- Consulting
tags_raw:
- Company
- Banking
- OpenFinance
- CloudServices
- Consulting
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: WellKnown
  url: well-known/portfolioplus-well-known.yml
- type: LLMsTxt
  url: llms/portfolioplus-llms.txt
- type: Hosts
  url: hosts/portfolioplus-hosts.yml
- type: Vendors
  url: vendors/portfolioplus-vendors.yml
- type: PrivacyPolicy
  url: https://portfolioplus.com/privacy-policy/
- type: Leadership
  url: https://portfolioplus.com/leadership/
- type: Blog
  url: https://portfolioplus.com/blog/
- type: Documentation
  url: https://docs.portfolioplus.com/
- type: DomainSecurity
  url: security/portfolioplus-domain-security.yml
- type: Website
  url: https://portfolioplus.com/
apis:
- name: Portfolio API
  description: Portfolio+ offers open banking and core banking APIs as described on their website.
  humanURL: https://portfolioplus.com/
  baseURL: null
  aid: portfolioplus:portfolio-api
x-coverage:
  state: unreadable
  reason: no-machine-readable-spec
  detail: No OpenAPI, AsyncAPI, GraphQL, or other machine-readable contract was found on any discovered host.
  evidence:
  - url: https://api.portfolioplus.com/openapi.json
    status: 0
  checked: '2026-10-21'
x-enrichment:
  date: '2026-10-21'
  status: enriched
  artifacts_added: 9
  pass: modular-v1
  engine: identity=local,contract=local,surfaces=local,docs=local,regulatory=local

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