niche · -0.4 market domain

Portfolio Management

Score 17.6 / 100 60 providers +6 via APIs 17 APIs Search apis.io →

Providers using this tag (60)

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

Strong 2 Solid coverage with minor gaps
Standard MetricsCompanyVenture CapitalPrivate Equity3 APIs61.1Fincept TerminalCompanyFinancial DataMarket DataResearch1 API54.5
Developing 10 Usable, with meaningful gaps to close
Bloomberg AIMFinancial DataMarket DataOrder Management3 APIs46.1ReqArchitectArchitecturePlatformArchiMate1 API50.1EnvestnetFinanceWealth ManagementOpen BankingAccount Aggregation6 APIs49.7Fahali EnterpriseCompanyRisk IntelligenceFamily Offices1 API47.2ArchCompanyPrivate MarketsAlternative InvestmentsFintech1 API46.5BlackRockAsset ManagementFinanceFintechInvestment Management6 APIs44.81TokenDigital AssetsCryptocurrencyRisk Management1 API43.8Liquid AgentTokenized StocksDeFiInvestingAgentic Commerce1 API43.1ARGUS EnterpriseAltus GroupAsset ManagementCash Flow ModelingCommercial Real Estate2 APIs39.7Bloomberg Buyside Enterprise SolutionsAnalyticsAsset ManagementBuy-SideEnterprise Solutions4 APIs39.3
Thin 8 Limited public surface area
AddeparCompanyFintechWealth Management1 API39.0DriveWealthBrokerage-as-a-ServiceEmbedded InvestingFractional SharesTrading1 API34.5Visible.vcCompanyFintechVenture Capital1 API32.5SimCorp DimensionAccountingAsset ManagementComplianceData Distribution3 APIs32.0GorilaCompanyFintechInvestment1 API30.9ARGUSAltus GroupAsset ManagementCommercial Real EstateFund Management5 APIs30.8eToroSocial TradingCopy TradingInvestingMarket Data2 APIs29.1AztraProject DeliveryCapacity-PlanningRisk Management1 API28.5
Emerging 25 Early or largely undocumented
Bamboo InvestInvestmentStocksFractional SharesAfrica22 APIs22.8M1 FinanceInvestingFintechFractional Shares3 APIs19.4DezervCompanyServicesWealth ManagementInvestment17.4WealthfrontFinanceInvestmentTax Optimization5 APIs17.4Allvue SystemsCompanyFintechAlternative InvestmentsSoftware15.8SolovisCompanyInvestment AnalyticsRisk Analytics13.7SS&C GenevaFund AccountingAsset ManagementFinancial Services1 API12.7EnfusionCompanyFintechInvestment ManagementHedge Funds11.7Saxo BankInvestment BankingTradingStocksForeign Exchange17 APIs26.0MantleCompanyArtificial IntelligenceCap TableEquity Management25.4DragonboatProduct ManagementAI IntegrationEnterprise Software23.1VeliCryptocurrencyDeFiFinanceInvestment5 APIs22.8TalosCompanyDigital AssetsCryptocurrencyTrading22.4Zoe FinancialWealth ManagementFinancial AdvisorsTAMPInvestment Management20.8ArcanaFintechHedge FundsAsset Management19.2Kimpton AICompanyArtificial IntelligenceInvestment ResearchFintech18.8InvestCloudCompanyWealth ManagementFinancial ServicesInvestment Management1 API18.4BloomaCompanyArtificial IntelligenceCommercial Real EstateLending17.5BettermentRobo-AdvisorAutomated InvestingFinancial PlanningTax-Loss Harvesting1 API17.4Calypso WorkstationCapital MarketsFinancial TechnologyMarket Data1 API15.9SiepeCompanyFinancial ServicesPrivate CreditCLO15.4ViseCompanyFintechWealth ManagementInvestment Management12.7SiollaCompanyFintechInvestmentWealth Management12.3EllevestFinancial ServicesWealth ManagementInvestingFinancial Planning1 API11.8StashFintechInvestingBankingFractional Shares1 API11.6
Minimal 15 Almost no public developer surface
PathCryptocurrencyFinancial ServicesInvestment9.8CoinRoutesAlgorithmic TradingCryptocurrencyInstitutional Trading6.4MerklebaseCompanyDigital AssetsCryptocurrency2.6LedgiFiCompanyCryptocurrencyTax10.5EthicCompanyInvestingAsset ManagementWealth Management10.2AxendCompanyInvestingFintechInvestment Marketplace9.1QPLIXCompanyFinancial ServicesWealth Management8.8WunderSolarBattery StorageEV ChargingESG Reporting8.0RefineRECompanyCommercial Real EstateReal Estate TechnologyData Analytics6.2CounterpartCompanyEnterprisePlatform3.2&VolumeCompanyDigital AssetsRisk ManagementCryptocurrency2.6Assetplusf339CompanyFintechWealthTech2.6PerTracCompanyHedge FundsInvestment AnalyticsFinancial Data2.6Call LevelsCompanyFinancial ServicesFintechMarket Data1.7EkpaCompanyFintechInvesting1.7

APIs with this tag (17)

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 3 Usable, with meaningful gaps to close
Envestnet Tamarac APIsTamarac APIs on the Envestnet Developer Portal: the Batch API (generate and download bulk Tamarac data with...49.7BlackRock Aladdin APIThe Aladdin Developer program provides APIs that enable clients to access BlackRock's Aladdin platform capa...44.8WealthKernel APIAll-in-one REST API for digital investing: onboarding, accounts (GIA/ISA/JISA/SIPP), funding, custody, trad...43.8
Thin 6 Limited public surface area
Addepar APIJSON:API-based REST API for portfolio management, transactions, positions, the ownership graph (entities/gr...39.0Deribit Portfolio Management APIEndpoints that operate on the authenticated portfolio.38.1GorilaCOREB2B REST API for investment-portfolio consolidation and analytics: create portfolios, ingest transactions, ...30.9ARGUS EnterpriseThe industry-standard commercial property valuation and cash flow forecasting software providing lease-by-l...30.8eToro Agent Portfolios APIProvides v2 REST endpoints for creating and managing AI-managed agent portfolios on eToro. Supports portfol...29.1eToro Watchlists APIProvides REST endpoints for programmatically creating, retrieving, and managing custom instrument watchlist...29.1
Emerging 6 Early or largely undocumented
M1 InvestM1 Invest provides automated fractional share portfolio management using the Pies system, allowing users to...19.4Bloomberg AIM (Asset and Investment Manager)Bloomberg's order and portfolio management system for asset managers supporting the full investment lifecyc...18.2Fort Washington Investment AdvisorsFort Washington Investment Advisors is the institutional asset management arm of Western & Southern, provid...17.6Wealthfront Automated Investing APIInternal REST API powering Wealthfront's automated portfolio management service. Supports account creation,...17.4Calypso WorkstationCalypso Workstation is the end-user desktop application for the Nasdaq Calypso platform. It delivers real-t...15.9Ellevest Wealth Management APIREST APIs powering Ellevest's wealth management platform, including portfolio management, financial goal tr...11.8
Minimal 2 Almost no public developer surface
Stifel Wealth TrackerStifel Wealth Tracker is a client-facing portfolio management portal enabling investors to monitor account ...10.3Calypso Front Office APIProvides programmatic access to Calypso front office capabilities including real-time portfolio insights, i...9.5

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
47.9
log-scaled weighted occurrences
Breadth
0.8
spread across providers
Quality lift
22.5
mean composite of providers using it
Cohesion
5.8
strength of nearest seed neighbor

Where this tag sits

Investment broader

Related tags

Hedge Funds 5 co-occurrences Wealth Management 17 co-occurrences Investment Management 7 co-occurrences Asset Management 12 co-occurrences Investing 11 co-occurrences Financial Data 11 co-occurrences Financial Planning 5 co-occurrences Portfolio 7 co-occurrences

Where this tag comes from

Provider tag60
Api tag17
Openapi tag1
Openapi op tag3

Cohort brief

Auto-generated

The 56 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
56
of 60 in the catalog
Mean Kin Score
23.9
-0.2 vs catalog 24.1
Mean Agent Readiness
12.9
-1.2 vs catalog 14.1
Spread
2.6–61.1
median 19.3 · σ 14.9
How the 56 split by band
Exemplar 0Strong 2Developing 10Thin 8Emerging 25Minimal 11
Facet averages, against the whole catalog
FacetThis cohortCatalogDifferenceScored
Access Clarity 34.3 30 +4.3 56
Discoverability 60.9 59.1 +1.8 56
Contract Governance 9.7 9.7 0 56
Contract Quality 16.9 18.6 -1.7 56
Operational Transparency 10.6 13.2 -2.6 56
Developer Ergonomics 21.8 24.5 -2.7 56

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) 11% 18% -7
MCP server (first-party) 11% 16% -5
Agent Skills 0% 0% 0
OAuth scopes 13% 13% 0
Security 100% 99% +1
Arazzo workflows 0% 1% -1
Governance rules 32% 36% -4

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 Standard Metrics 61.1
  2. 2 Fincept Terminal 54.5
  3. 3 ReqArchitect 50.1
  4. 4 Envestnet 49.7
  5. 5 Fahali Enterprise 47.2
  6. 6 Arch 46.5
  7. 7 Bloomberg AIM 46.1
  8. 8 BlackRock 44.8
  9. 9 1Token 43.8
  10. 10 Liquid Agent 43.1
Top by Agent Readiness
  1. 1 Standard Metrics 53.6
  2. 2 Fincept Terminal 52.9
  3. 3 Fahali Enterprise 41.7
  4. 4 Liquid Agent 40.6
  5. 5 eToro 39
  6. 6 DriveWealth 35.3
  7. 7 1Token 34
  8. 8 Saxo Bank 30.9
  9. 9 Envestnet 28.4
  10. 10 Bamboo Invest 28.4
All 60 members of this roster resolve to a provider in the catalog; 56 carry a score (93%). The figures above describe the scored members only.
Coverage caveat. 49 of 56 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 14 November 2026, across 41591 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.

MCP server

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https://apis.io/mcp

Tools for tags

7 MCP tools reach this
  • find_tagsBrowse and filter every tag in the catalog.
  • get_cohortThis tag as a scored cohort — every provider carrying it, with scores.
  • 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.
All 92 tools →

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