Portfolio 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
Developing 6 Usable, with meaningful gaps to close
Thin 9 Limited public surface area
Emerging 21 Early or largely undocumented
Minimal 15 Almost no public developer surface
APIs with this tag (16)
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 1 Usable, with meaningful gaps to close
Thin 7 Limited public surface area
Deribit Portfolio Management APIEndpoints that operate on the authenticated portfolio.Addepar APIJSON:API-based REST API for portfolio management, transactions, positions, the ownership graph (entities/gr...BlackRock Aladdin APIThe Aladdin Developer program provides APIs that enable clients to access BlackRock's Aladdin platform capa...ARGUS EnterpriseThe industry-standard commercial property valuation and cash flow forecasting software providing lease-by-l...GorilaCOREB2B REST API for investment-portfolio consolidation and analytics: create portfolios, ingest transactions, ...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...
Emerging 7 Early or largely undocumented
M1 InvestM1 Invest provides automated fractional share portfolio management using the Pies system, allowing users to...Wealthfront Automated Investing APIInternal REST API powering Wealthfront's automated portfolio management service. Supports account creation,...Fort Washington Investment AdvisorsFort Washington Investment Advisors is the institutional asset management arm of Western & Southern, provid...Bloomberg AIM (Asset and Investment Manager)Bloomberg's order and portfolio management system for asset managers supporting the full investment lifecyc...Calypso WorkstationCalypso Workstation is the end-user desktop application for the Nasdaq Calypso platform. It delivers real-t...Ellevest Wealth Management APIREST APIs powering Ellevest's wealth management platform, including portfolio management, financial goal tr...Stifel Wealth TrackerStifel Wealth Tracker is a client-facing portfolio management portal enabling investors to monitor account ...
Minimal 1 Almost no public developer surface
Companies reaching this through an API (6)
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.
Bloomberg Financial Solutions
Calypso
Deribit
Stifel Financial
WealthKernel
Western And Southern Financial
Score breakdown
Frequency
49.5
log-scaled weighted occurrences
Breadth
1.2
spread across providers
Quality lift
21.5
mean composite of providers using it
Cohesion
6.1
strength of nearest seed neighbor
Where this tag sits
Related tags
Hedge Funds 5 co-occurrences
Wealth Management 16 co-occurrences
Investment Management 7 co-occurrences
Asset Management 12 co-occurrences
Investing 10 co-occurrences
Financial Data 10 co-occurrences
Investment 10 co-occurrences
Portfolio 6 co-occurrences
Where this tag comes from
Provider tag53
Api tag16
Openapi tag1
Openapi op tag3
Cohort brief
Auto-generatedThe 49 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
49
of 52 in the catalog
Mean Kin Score
21.6
-0.6 vs catalog 22.2
Mean Agent Readiness
10.5
-1.5 vs catalog 12
Spread
3.4–59
median 18 · σ 13.4
How the 49 split by band
Exemplar 0Strong 1Developing 6Thin 9Emerging 21Minimal 12
Facet averages, against the whole catalog
| Facet | This cohort | Catalog | Difference | Scored |
|---|---|---|---|---|
| Access Clarity | 27.5 | 23.9 | +3.6 | 49 |
| Discoverability | 59.8 | 57.9 | +1.9 | 49 |
| Contract Governance | 7 | 6.5 | +0.5 | 49 |
| Operational Transparency | 10.2 | 13 | -2.8 | 49 |
| Contract Quality | 14.3 | 17.2 | -2.9 | 49 |
| Developer Ergonomics | 20.3 | 23.2 | -2.9 | 49 |
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) | 8% | 13% | -5 |
| MCP server (first-party) | 6% | 12% | -6 |
| Agent Skills | 0% | 0% | 0 |
| OAuth scopes | 10% | 11% | -1 |
| Security | 100% | 98% | +2 |
| Arazzo workflows | 0% | 2% | -2 |
| Governance rules | 18% | 16% | +2 |
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 Standard Metrics 59
- 2 Bloomberg AIM 45
- 3 Arch 44
- 4 Liquid Agent 43.3
- 5 ReqArchitect 43.2
- 6 ARGUS Enterprise 39.7
- 7 1Token 39.6
- 8 Bloomberg Buyside Enterprise Solutions 38.5
- 9 Addepar 37
- 10 BlackRock 35.7
Top by Agent Readiness
- 1 Standard Metrics 53.6
- 2 DriveWealth 35.3
- 3 1Token 34
- 4 Saxo Bank 30.9
- 5 Liquid Agent 30.5
- 6 Bamboo Invest 28.4
- 7 ReqArchitect 26.6
- 8 BlackRock 26.5
- 9 Bloomberg Buyside Enterprise Solutions 26
- 10 Bloomberg AIM 25.4
All 52 members of this roster resolve to a provider in the
catalog; 49 carry a score (94%).
The figures above describe the scored members only.
Coverage caveat. 46 of 49 scored members had under half their catalog-attributable points satisfied at all (catalog_earned / catalog_max < 0.5). They are INCLUDED in the mean above. A large share here means the cohort mean is partly a measurement of how far our enrichment reached, not only of how these providers publish.Generated from the catalog build of 24 October 2026, across 31984 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.
Coverage caveat. 46 of 49 scored members had under half their catalog-attributable points satisfied at all (catalog_earned / catalog_max < 0.5). They are INCLUDED in the mean above. A large share here means the cohort mean is partly a measurement of how far our enrichment reached, not only of how these providers publish.Generated from the catalog build of 24 October 2026, across 31984 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.