Portfolio-Management
Variants seen in the corpus:
Portfolio ManagementPortfolio-Management
Providers using this tag (47)
Ranked by API Evangelist rating — Exemplar and Strong are expanded by default.
Strong 2 Solid coverage with minor gaps
Developing 9 Usable, with meaningful gaps to close
Thin 9 Limited public surface area
Emerging 17 Early or largely undocumented
Minimal 10 Almost no public developer surface
APIs with this tag (19)
Ranked by the provider's API Evangelist rating — the Kin Score is scored per provider, not per API, so every API of a provider shares its band. How the rating works →
Developing 2 Usable, with meaningful gaps to close
Thin 7 Limited public surface area
Addepar APIJSON:API-based REST API for portfolio management, transactions, positions, the ownership graph (entities/gr...eToro Agent Portfolios APIProvides v2 REST endpoints for creating and managing AI-managed agent portfolios on eToro. Supports portfol...eToro Watchlists APIProvides REST endpoints for programmatically creating, retrieving, and managing custom instrument watchlist...GorilaCOREB2B REST API for investment-portfolio consolidation and analytics: create portfolios, ingest transactions, ...ARGUS EnterpriseThe industry-standard commercial property valuation and cash flow forecasting software providing lease-by-l...Wealthfront Automated Investing APIInternal REST API powering Wealthfront's automated portfolio management service. Supports account creation,...M1 InvestM1 Invest provides automated fractional share portfolio management using the Pies system, allowing users to...
Emerging 10 Early or largely undocumented
BlackRock Aladdin APIThe Aladdin Developer program provides APIs that enable clients to access BlackRock's Aladdin platform capa...Broadcom Clarity PPMClarity (formerly CA PPM) is a strategic portfolio management platform for planning investments, managing r...Broadcom Rally (Agile Central)Rally (formerly CA Agile Central) is an enterprise agile project and portfolio management platform. Its Web...Fort Washington Investment AdvisorsFort Washington Investment Advisors is the institutional asset management arm of Western & Southern, provid...Ellevest Wealth Management APIREST APIs powering Ellevest's wealth management platform, including portfolio management, financial goal tr...Bloomberg AIM (Asset and Investment Manager)Bloomberg's order and portfolio management system for asset managers supporting the full investment lifecyc...Calypso Front Office APIProvides programmatic access to Calypso front office capabilities including real-time portfolio insights, i...Calypso WorkstationCalypso Workstation is the end-user desktop application for the Nasdaq Calypso platform. It delivers real-t...Stifel Wealth TrackerStifel Wealth Tracker is a client-facing portfolio management portal enabling investors to monitor account ...AIS Client PortalThe AIS Client Portal is the secure area where financial advisors and individual investors reach AIS statem...
Companies reaching this through an API (8)
These companies publish an API, specification or operation carrying “Portfolio-Management” but do not classify their business under it. Listed unranked and kept out of the count above, because one tagged operation is not a statement about what a company does.
AIS Group
Bloomberg Financial Solutions
CA Technologies (Broadcom)
Calypso
Deribit
Stifel Financial
WealthKernel
Western And Southern Financial
Score breakdown
Frequency
49.8
log-scaled weighted occurrences
Breadth
1.3
spread across providers
Quality lift
27.6
mean composite of providers using it
Cohesion
5.9
strength of nearest seed neighbor
Related tags
Investment Management 8 co-occurrences
Wealth Management 16 co-occurrences
Investments 5 co-occurrences
Asset Management 11 co-occurrences
Financial Data 10 co-occurrences
Positions 5 co-occurrences
Portfolio 7 co-occurrences
Investing 9 co-occurrences
Where this tag comes from
Provider tag47
Api tag19
Openapi tag1
Openapi op tag3
Cohort brief
Auto-generatedThe 45 providers in the APIs.io catalog tagged Portfolio-Management, scored on the Kin Score. Every figure below is computed from the catalog — nothing here is written.
Providers
45
all scored
Mean Kin Score
25.4
+1.5 vs catalog 23.9
Mean Agent Readiness
12
even vs catalog 12
Spread
5–60.9
median 22.7 · σ 14.5
How the 45 split by band
Exemplar 0Strong 2Developing 9Thin 9Emerging 17Minimal 8
Facet averages, against the whole catalog
| Facet | This cohort | Catalog | Difference | Scored |
|---|---|---|---|---|
| Access Clarity | 32.6 | 26.5 | +6.1 | 45 |
| Contract Governance | 9.1 | 6.4 | +2.7 | 45 |
| Discoverability | 62.8 | 61.2 | +1.6 | 45 |
| Contract Quality | 19.8 | 19.8 | 0 | 45 |
| Developer Ergonomics | 22.9 | 23.4 | -0.5 | 45 |
| Operational Transparency | 12.6 | 14 | -1.4 | 45 |
A facet is averaged over the members that carry it, not over the whole cohort — the “Scored” column is that count. Averaging an absent facet as zero would score our own coverage gaps as the providers’ posture.
What this cohort publishes
| Artifact | This cohort | Catalog | Difference |
|---|---|---|---|
| MCP server (any) | 4% | 10% | -6 |
| MCP server (first-party) | 7% | 13% | -6 |
| Agent Skills | 0% | 0% | 0 |
| OAuth scopes | 13% | 11% | +2 |
| Security | 100% | 97% | +3 |
| Arazzo workflows | 0% | 2% | -2 |
| Governance rules | 27% | 14% | +13 |
mcp_pct counts any mcp/ artifact including ones API Evangelist derived from the provider OpenAPI; mcp_first_party_pct counts only servers the provider publishes. Prefer the latter.
Top by Kin Score
- 1 LeanKit 60.9
- 2 Standard Metrics 56.4
- 3 Bloomberg AIM 49.7
- 4 Oracle Primavera 43.7
- 5 Arch 42.9
- 6 Bloomberg Buyside Enterprise Solutions 42.4
- 7 ARGUS Enterprise 42.3
- 8 1Token 42.2
- 9 Microsoft Project 42
- 10 DriveWealth 41.9
Top by Agent Readiness
- 1 LeanKit 42.9
- 2 DriveWealth 37.1
- 3 1Token 36.5
- 4 Standard Metrics 34.7
- 5 eToro 31.9
- 6 Saxo Bank 31.6
- 7 Bamboo Invest 29.8
- 8 Bloomberg Buyside Enterprise Solutions 27.3
- 9 Bloomberg AIM 26.5
- 10 Arch 26.1
All 47 members of this roster resolve to a scored provider in
the catalog.Generated from the catalog build of
15 September 2026, across 27661
providers, using the same computation served by the
APIs.io cohort API. Briefs are published for rosters of
5 or more scored providers; below that a distribution is not meaningful.
Work with this as data
Every tag here is available over the APIs.io API and to AI agents over MCP.