niche · 1.0

Portfolio-Management

Score 19.3 / 100 52 providers 20 APIs Search apis.io →
Variants seen in the corpus: Portfolio ManagementPortfolio-Management

Providers using this tag (52)

Ranked by API Evangelist rating — Exemplar and Strong are expanded by default.

Strong 1 Solid coverage with minor gaps
LeanKitCompanyKanbanProject ManagementAgile25 APIs62.0
Developing 10 Usable, with meaningful gaps to close
Standard MetricsCompanyVenture CapitalPrivate Equity14 APIs52.4Bloomberg AIMFinancial DataMarket DataOrder Management18 APIs51.9WealthKernelCompanyInvestingWealth ManagementBrokerage1 API46.6Oracle PrimaveraConstructionEngineeringProject ManagementScheduling9 APIs45.7ArchCompanyPrivate MarketsAlternative InvestmentsFintech15 APIs45.6DeribitDerivativesCryptocurrencyBitcoinEthereum19 APIs44.6ARGUS EnterpriseAltus GroupAsset ManagementCash Flow ModelingCommercial Real Estate12 APIs44.3DriveWealthBrokerage-as-a-ServiceEmbedded InvestingFractional SharesTrading31 APIs43.1SS&C GenevaFund AccountingAsset ManagementFinancial-Services5 APIs42.1Bloomberg Buyside Enterprise SolutionsAnalyticsAsset ManagementBuy-SideEnterprise Solutions24 APIs41.2
Thin 9 Limited public surface area
Microsoft ProjectBudgetingGantt ChartsMicrosoft16 APIs36.8Saxo BankInvestment BankingTradingEquitiesForex80 APIs34.0eToroSocial TradingCopy TradingInvestingMarket Data29 APIs33.4Bamboo InvestInvestmentsStocksFractional SharesAfrica21 APIs31.1GorilaCompanyFintechInvestments1 API29.6WealthfrontFinanceInvestmentTax Optimization5 APIs27.1AddeparCompanyFintechWealth Management1 API27.0M1 FinanceInvestingFintechFractional Shares3 APIs26.2VeliCryptoDeFiFinanceInvestment5 APIs26.2
Emerging 19 Early or largely undocumented
SimCorp DimensionAccountingAsset ManagementComplianceData Distribution6 APIs25.9TalosCompanyDigital AssetsCryptocurrencyTrading22.7ARGUSAltus GroupAsset ManagementCommercial Real EstateFund Management5 APIs22.4BettermentRobo-AdvisorAutomated InvestingFinancial PlanningTax-Loss Harvesting1 API22.4CA Technologies (Broadcom)API ManagementApplication PerformanceDevOpsEnterprise Software6 APIs21.3EllevestFinancial-ServicesWealth ManagementInvestingFinancial Planning1 API19.9Bloomberg Financial SolutionsFinancial SolutionsMarket DataAnalyticsTrading3 APIs19.7BlackRockAsset ManagementFinanceFintechInvestment Management1 API19.1MantleCompanyArtificial IntelligenceCap TableEquity Management18.4western-and-southern-financial4 APIs18.1CalypsoCapital MarketsCollateral ManagementEnterprise SoftwareFinancial Technology8 APIs17.3DezervCompanyServicesWealth ManagementInvestment15.1Kimpton AICompanyArtificial IntelligenceInvestment ResearchFintech14.9Calypso WorkstationCapital MarketsFinancial TechnologyMarket Data1 API14.4StashFintechInvestingBankingFractional Shares1 API13.5SiollaCompanyFintechInvestmentWealth Management12.3SolovisCompanyInvestment AnalyticsRisk Analytics11.9LedgiFiCompanyCryptocurrencyTaxes11.5ViseCompanyFintechWealth ManagementInvestment Management11.0
Minimal 13 Almost no public developer surface
QPLIXCompanyFinancial-ServicesWealth Management10.7AIS GroupAnalyticsFinanceInsuranceInvestment Analytics1 API10.4Stifel FinancialFinanceWealth ManagementInvestment BankingOpen Banking3 APIs10.4EnfusionCompanyFintechInvestment ManagementHedge Funds10.2EthicCompanyInvestingAsset ManagementWealth Management9.7AxendCompanyInvestingFintechInvestment Marketplace9.5Microsoft Project APIsCollaborationEnterpriseMicrosoft3 APIs9.3RefineRECompanyCommercial Real EstateReal Estate TechnologyData Analytics7.6&VolumeCompanyDigital AssetsRisk ManagementCryptocurrency5.0Merklebase, Inc.CompanyDigital AssetsCryptocurrency5.0PerTracCompanyHedge FundsInvestment AnalyticsFinancial Data5.0Call LevelsCompanyFinancial-ServicesFintechMarket Data0.0EkpaCompanyFintechInvesting0.0

APIs with this tag (20)

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
WealthKernel APIAll-in-one REST API for digital investing: onboarding, accounts (GIA/ISA/JISA/SIPP), funding, custody, trad...46.6Deribit Portfolio Management APIEndpoints that operate on the authenticated portfolio.44.6
Thin 6 Limited public surface area
eToro Agent Portfolios APIProvides v2 REST endpoints for creating and managing AI-managed agent portfolios on eToro. Supports portfol...33.4eToro Watchlists APIProvides REST endpoints for programmatically creating, retrieving, and managing custom instrument watchlist...33.4GorilaCOREB2B REST API for investment-portfolio consolidation and analytics: create portfolios, ingest transactions, ...29.6Wealthfront Automated Investing APIInternal REST API powering Wealthfront's automated portfolio management service. Supports account creation,...27.1Addepar APIJSON:API-based REST API for portfolio management, transactions, positions, the ownership graph (entities/gr...27.0M1 InvestM1 Invest provides automated fractional share portfolio management using the Pies system, allowing users to...26.2
Emerging 10 Early or largely undocumented
SimCorp Dimension Data APIRESTful API for accessing portfolio data, positions, transactions, and market data from SimCorp Dimension.25.9ARGUS EnterpriseThe industry-standard commercial property valuation and cash flow forecasting software providing lease-by-l...22.4Broadcom Clarity PPMClarity (formerly CA PPM) is a strategic portfolio management platform for planning investments, managing r...21.3Broadcom Rally (Agile Central)Rally (formerly CA Agile Central) is an enterprise agile project and portfolio management platform. Its Web...21.3Ellevest Wealth Management APIREST APIs powering Ellevest's wealth management platform, including portfolio management, financial goal tr...19.9Bloomberg AIM (Asset and Investment Manager)Bloomberg's order and portfolio management system for asset managers supporting the full investment lifecyc...19.7BlackRock Aladdin APIThe Aladdin Developer program provides APIs that enable clients to access BlackRock's Aladdin platform capa...19.1Fort Washington Investment AdvisorsFort Washington Investment Advisors is the institutional asset management arm of Western & Southern, provid...18.1Calypso Front Office APIProvides programmatic access to Calypso front office capabilities including real-time portfolio insights, i...17.3Calypso WorkstationCalypso Workstation is the end-user desktop application for the Nasdaq Calypso platform. It delivers real-t...14.4
Minimal 2 Almost no public developer surface
AIS Client PortalThe AIS Client Portal provides investment analytics, portfolio management, and reporting tools for financia...10.4Stifel Wealth TrackerStifel Wealth Tracker is a client-facing portfolio management portal enabling investors to monitor account ...10.4

Score breakdown

Frequency
49.6
log-scaled weighted occurrences
Breadth
1.4
spread across providers
Quality lift
27.9
mean composite of providers using it
Cohesion
6.5
strength of nearest seed neighbor

Related tags

Wealth Management 14 co-occurrences Asset Management 11 co-occurrences Investments 5 co-occurrences Portfolio 8 co-occurrences Financial Data 10 co-occurrences Positions 5 co-occurrences Investing 9 co-occurrences Investment Management 5 co-occurrences

Where this tag comes from

Provider tag44
Api tag20
Openapi tag1
Openapi op tag3

Cohort brief

Auto-generated

The 52 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
52
all scored
Mean Kin Score
23.4
+2.7 vs catalog 20.7
Mean Agent Readiness
10.3
+0.6 vs catalog 9.7
Spread
0–62
median 19.8 · σ 15
How the 52 split by band
Exemplar 0Strong 1Developing 10Thin 9Emerging 19Minimal 13
Facet averages, against the whole catalog
FacetThis cohortCatalogDifferenceScored
Access Clarity 30.5 22.3 +8.2 52
Discoverability 63.1 60.4 +2.7 52
Developer Ergonomics 19.9 17.9 +2 52
Contract Governance 7.9 6.4 +1.5 52
Contract Quality 18.8 17.5 +1.3 52
Operational Transparency 11.6 11.3 +0.3 52

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
ArtifactThis cohortCatalogDifference
MCP server (any) 12% 16% -4
MCP server (first-party) 2% 7% -5
Agent Skills 0% 0% 0
OAuth scopes 12% 9% +3
Security 94% 88% +6
Arazzo workflows 0% 2% -2
Governance rules 27% 13% +14

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. 1 LeanKit 62
  2. 2 Standard Metrics 52.4
  3. 3 Bloomberg AIM 51.9
  4. 4 WealthKernel 46.6
  5. 5 Oracle Primavera 45.7
  6. 6 Arch 45.6
  7. 7 Deribit 44.6
  8. 8 ARGUS Enterprise 44.3
  9. 9 DriveWealth 43.1
  10. 10 SS&C Geneva 42.1
Top by Agent Readiness
  1. 1 LeanKit 41.2
  2. 2 Deribit 40.4
  3. 3 DriveWealth 37.1
  4. 4 Standard Metrics 34.7
  5. 5 eToro 31.5
  6. 6 Bamboo Invest 29.8
  7. 7 Bloomberg Buyside Enterprise Solutions 27.3
  8. 8 Saxo Bank 27
  9. 9 WealthKernel 27
  10. 10 Microsoft Project 26.1
All 52 members of this roster resolve to a scored provider in the catalog.Generated from the catalog build of 25 August 2026, across 26891 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.

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  • cohort_statsPRO — the distribution across this tag: mean, median, band split, adoption rates.
  • cohort_rankingsPRO — the leaderboard, on composite AND agent-readiness axes.
  • apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
  • resolveTurn a domain, URL or GitHub org into the provider it belongs to.
  • find_cohortsEvery scored population of providers in the catalog.
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