niche · -1.0 capabilitymarket actiondomain

Portfolio

Score 19.3 / 100 37 providers +69 via APIs 79 APIs Search apis.io →
Business capabilities this tag reaches
Project & Portfolio Management 1 Capital Markets Trading Management 1
Variants seen in the corpus: PortfoliosPortfolio

Providers using this tag (37)

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

Strong 1 Solid coverage with minor gaps
ZerionCompanyWeb3BlockchainCryptocurrency1 API60.8
Developing 4 Usable, with meaningful gaps to close
OctavCompanyCryptocurrencyBlockchain1 API49.3BitpandaCompanyCryptocurrencyFintechTrading1 API45.6Trading 212InvestingFinanceTradingStocks1 API42.1Craft.ioProduct ManagementRoadmapsOKRsBacklog3 APIs39.5
Thin 2 Limited public surface area
Interactive BrokersBrokerageMarket DataOrder1 API32.1DEGIROTradingBrokerageStocksETFs1 API30.4
Emerging 2 Early or largely undocumented
About.meCompanyPersonal WebsiteOnline IdentityProfile Page14.7Bending SpoonsCompanyHolding CompanyConsumer AppMobile App13.8
Minimal 27 Almost no public developer surface
BehanceCompanyCreative NetworkDesign Community9.7ApollotherapeuticsCompanyBiopharmaR&D8.8Red VenturesCompanyMediaMarketingDigital Marketing7.7IntellilakeCompanyVenture BackedAnthemis5.2HaavenCompanySpeedinvest4.7LettuceCompanyVenture Backed500 Global4.4beijingyuanxinCompanyBeijingChina3.4Billion HeartsCompanyConsumerGeneral CatalystAsia3.4LexSpotCompanyStub500 Global3.4parenthoodsCompanyParentingSocial NetworkMobile3.4Luna ParkCompanyConsumerGV3.3RocketableCompanySoftware-as-a-ServiceArtificial IntelligenceAI Agents3.3Accelerator SciencesCompanyBattery VenturesLife Science Tools2.5CarbonDataCompanyVenture BackedSeed Stage2.5ChoiceVendorCompanyVenture BackedBattery Ventures2.5ClearMixCompanyVenture BackedBloomberg Beta2.5Core LabsCompanyProduct StudioProfessional Identity2.5CorrentCompanyVenture CapitalBattery Ventures2.5ePITCompanyVenture BackedBattery Ventures2.5HighlightCompanyGeneral CatalystVenture Backed2.5quickpicCompanyQimingSouth Africa2.5ResourcelyCompanyVenture Backeda16z2.5DijaCompanyConsumerVenture Backed1.6BlockVigilCompanyBlockchainWeb3Discontinued0.0CauseraCompany500 GlobalDefunct0.0EdgixCompanyBattery VenturesExited0.0LaunchGramCompanyStartupsVenture Backed0.0
Unrated 1 Not yet scored
TimefulCompanyAcquiredSchedulingTime Management

APIs with this tag (78)

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 →

Exemplar 6 Complete, well-documented, and agent-ready
Adobe Suite Portfolio APIThe Portfolio API from Adobe Suite — 16 operation(s) for portfolio.78.3Jira Align REST APIREST API for Jira Align enterprise agile planning platform, providing access to portfolios, epics, features...76.3OutSystems Portfolios APIThe Portfolios API from OutSystems — 2 operation(s) for portfolios.75.8Upstox MCP ServerUpstox operates a hosted, OAuth-protected Model Context Protocol server at https://mcp.upstox.com/mcp that ...74.9Upstox Portfolio APIThe Portfolio API from Upstox — 4 operation(s) for portfolio.74.9Uphold Portfolio APIPortfolio.70.6
Strong 9 Solid coverage with minor gaps
D&B Direct+ Monitoring APIThe Monitoring surface lets customers register a portfolio of D-U-N-S Numbers and subscribe to change event...65.9Taskfolk Portfolios APIThe Portfolios API from Taskfolk — 4 operation(s) for portfolios.64.7Valimail Portfolios APIThe Portfolios API from Valimail — 1 operation(s) for portfolios.64.2Factset Portfolio APIThe Portfolio API from Factset — 19 operation(s) for portfolio.63.0Skai (Kenshoo) Portfolios APIRetrieve and update portfolio budgets and settings. Publishers: 59.7Smart Pension Portfolios APIThe Portfolios API from Smart Pension — 2 operation(s) for portfolios.59.7ZenLedger Portfolios APICreate an aggregated portfolio from a set of accounts.56.2Knownwell Portfolios APIThe portfolios API from Knownwell — 2 operation(s) for portfolios.55.3Copper.co Portfolios APIThe portfolios API from Copper.co — 2 operation(s) for portfolios.54.8
Developing 28 Usable, with meaningful gaps to close
Groww Portfolio APIHoldings and positions.53.5Mesh Portfolio API### Supported integrations: ```Robinhood``` ```ETrade``` ```Alpaca``` ```WeBull``` ```Stash``` ```Interacti...52.5DTN Portfolios APIThe Portfolios API from DTN — 2 operation(s) for portfolios.52.0Spiko Portfolio APIThe Portfolio API from Spiko — 2 operation(s) for portfolio.51.8Spiko Portfolios APIThe Portfolios API from Spiko — 1 operation(s) for portfolios.51.8Upvest Portfolios APICreate and manage portfolios with custom asset allocations.51.0Mesh Connect Portfolio API### Supported integrations: ```Robinhood``` ```ETrade``` ```Alpaca``` ```WeBull``` ```Stash``` ```Interacti...50.9LeaseAccelerator Portfolio APIThe Portfolio API from LeaseAccelerator — 6 operation(s) for portfolio.50.0Ondo Finance Portfolio APIThe Portfolio API from Ondo Finance — 2 operation(s) for portfolio.49.8Octav Portfolio APIPortfolio and holdings endpoints49.3Figment Portfolio APIThe Portfolio API from Figment — 1 operation(s) for portfolio.49.1Arkham Portfolio APIThe Portfolio API from Arkham — 4 operation(s) for portfolio.49.0Xpansiv Portfolio APIThe Portfolio API allows the user to search their credit inventory (tax lot) data on active positions acros...48.1Finicity Portfolios APIGenerate portfolios of the most recent reports47.2Measurabl Portfolios APIThe Portfolios API from Measurabl — 3 operation(s) for portfolios.46.0Totalis Portfolio APIThe Portfolio API from Totalis — 1 operation(s) for portfolio.45.9Morningstar Financial Planning APIsUS financial-planning building blocks from the Dynamic Services APIs family - households, household members...44.5Coinbase Portfolios APICreate and manage portfolios for organizing trading activity and asset allocation.43.2Amazon Service Catalog Portfolios APIPortfolio management operations43.1Venue Authority Portfolios APIThe Portfolios API from Venue Authority — 4 operation(s) for portfolios.42.0Pred Portfolio APIPortfolio, balance, positions, and open orders. **Endpoints:** - Balance: `GET /api/v1/portfolio/balance` -...41.6ARGUS Enterprise Portfolios APIOrganize and manage property portfolios41.2Kamino Portfolio APIThe Portfolio API from Kamino — 2 operation(s) for portfolio.40.1OpenProject Portfolios APIPortfolios are one of the types of [workspaces](https://www.openproject.org/docs/api/endpoints/workspaces) ...40.1DriveWealth Portfolios APIThe Portfolios API from DriveWealth — 3 operation(s) for portfolios.39.7Unstoppable Domains Portfolio APIManage owned domains (requires authentication)39.6Craft.io Portfolio APIREST API providing access to portfolio data including portfolio items, portfolio custom fields, and termino...39.5Craft.io Portfolios APIThe Portfolios API from Craft.io — 3 operation(s) for portfolios.39.5
Thin 25 Limited public surface area
SS&C Geneva Portfolios APIPortfolio and fund management39.0FDX Investment APIRESTful endpoints for retrieving investment account data including holdings, positions, investment transact...38.9Bloomberg Buyside Enterprise Solutions Portfolios APICreate, read, update, and delete portfolio definitions38.7Propertyware Portfolios APIResources providing access to portfolios.37.4Bitvore Portfolio APIPortfolio API35.7Goldman Sachs Hedging Services APIThe Hedging Services API lets institutional clients tailor portfolio exposures and risks using Goldman Sach...35.6Goldman Sachs Portfolio Services APIThe Portfolio Services API lets institutional clients programmatically manage the portfolio lifecycle from ...35.6Kalshi Portfolio APIPortfolio and balance information endpoints35.52X Portfolios APIThe portfolios API from 2X — 2 operation(s) for portfolios.34.5Aladdin Studio Portfolios APIPortfolio metadata and management operations33.6SynFutures Portfolio APIUser info, balances, and positions32.9Interactive Brokers Portfolio APIPortfolio positions and account summaries32.1eToro Portfolio and Account APIProvides REST endpoints for accessing account-level financial data including aggregated balances across all...32.0Fincura Portfolios APIPortfolios allow for grouping Borrowers.30.7Alchemy Portfolio APIREST endpoints aggregating multi-chain wallet balances, NFTs, and tokens in a single call.30.1Cowrywise Embed APIInvestment-as-a-service REST API that allows developers to embed regulated investment products (savings, mu...28.81inch Portfolio APIPortfolio composition, P&L, and historical valuation across supported networks.28.41inch Portfolio APIThe Portfolio API from 1inch — 1 operation(s) for portfolio.28.4Nexo Pro Trading APIREST and WebSocket API for advanced crypto trading on Nexo Pro. Supports spot trading, futures, TWAP orders...28.4Murex Portfolios APITrading portfolio and book management28.3p0stman AI Context APIThree anonymous JSON endpoints documented in agents.md for agents that do not speak MCP: GET /api/ai/contex...27.7p0stman MCP ServerLive, anonymous, remote Model Context Protocol server at https://p0stman.com/api/mcp (JSON-RPC 2.0 over HTT...27.7E*TRADE from Morgan Stanley - Accounts APIE*TRADE from Morgan Stanley operates a genuinely public, self-service developer platform whose REST Account...27.5Nansen REST APIREST API surfacing Nansen's on-chain intelligence: smart-money flows, profiler (wallet labels and balances)...27.41inch Portfolio APICross-chain portfolio aggregation — wallet positions, protocol exposures, profit and loss, fees, and value ...27.0
Emerging 7 Early or largely undocumented
Veli Portfolios APIUser portfolio creation and management25.6Carta Investor APIPermits fund operators to retrieve cap table summaries and portfolio position data for their holdings, enab...25.1Carta Portfolio APIEnables personal finance and wealth management platforms to aggregate equity holdings data for individuals,...25.1MSCI Optimization Service APIPortfolio optimization service from MSCI Quantitative Investment Solutions supporting portfolio and tax-lot...21.7Redaptive ONE Core APIThe core API gateway behind the Redaptive ONE platform, serving the account, portfolio and building-insight...19.1Bloomberg Tax Research APIProgrammatic access to Bloomberg Tax research content including tax portfolios, practitioner analysis, prim...17.0Stash Investing APIStash provides a mobile-first investing and banking platform enabling fractional share purchases, automated...15.6
Minimal 3 Almost no public developer surface
Hundsun Wealth Management PlatformWealth management platform for banks and wealth managers covering portfolio management, product distributio...9.6ServicingLease and loan servicing covering invoicing, collections, portfolio management, and asset-level financial t...8.0Wren Portfolios APIList available portfolios and their projects3.6

Companies reaching this through an API (68)

These companies publish an API, specification or operation carrying “Portfolio” 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.

1inch 1inch 2X Adobe Suite Aladdin Studio Alchemy Amazon Service Catalog ARGUS Enterprise Arkham Bitvore Bloomberg Buyside Enterprise Solutions Bloomberg Tax Research Carta Coinbase Copper.co Cowrywise DriveWealth DTN Dun & Bradstreet eToro Factset Figment Financial Data Exchange (FDX) Fincura Finicity Goldman Sachs Groww Hundsun Technologies Jira Kalshi Kamino Knownwell LeaseAccelerator Measurabl Mesh Mesh Connect Morgan Stanley Morningstar MSCI Murex Nansen Nexo Odessa Technologies Ondo Finance OpenProject OutSystems p0stman Pred Propertyware Redaptive
Show all 68 companies ↓
Skai (Kenshoo) Smart Pension Spiko SS&C Geneva Stash SynFutures Taskfolk Totalis Unstoppable Domains Uphold Upstox Upvest Valimail Veli Venue Authority Wren Xpansiv ZenLedger

Score breakdown

Frequency
61.2
log-scaled weighted occurrences
Breadth
1.0
spread across providers
Quality lift
14.3
mean composite of providers using it
Cohesion
6.2
strength of nearest seed neighbor

Related tags

Venture Backed 11 co-occurrences Fund 8 co-occurrences Instruments 8 co-occurrences Trading 20 co-occurrences Market Data 21 co-occurrences Stub 6 co-occurrences Portfolio Management 7 co-occurrences

Where this tag comes from

Api tag78
Provider tag37
Openapi tag43
Openapi op tag145

Cohort brief

Auto-generated

The 25 providers in the APIs.io catalog tagged Portfolio, scored on the Kin Score. Every figure below is computed from the catalog — nothing here is written.

Providers
25
all scored
Mean Kin Score
15.8
-7.1 vs catalog 22.9
Mean Agent Readiness
8.3
-3.6 vs catalog 11.9
Spread
0–60.8
median 5.2 · σ 18
How the 25 split by band
Exemplar 0Strong 1Developing 4Thin 2Emerging 2Minimal 16
Facet averages, against the whole catalog
FacetThis cohortCatalogDifferenceScored
Contract Governance 4.1 6.3 -2.2 25
Contract Quality 15.1 17.6 -2.5 25
Operational Transparency 8.3 13.7 -5.4 25
Access Clarity 18.2 26.5 -8.3 25
Discoverability 49.4 58.1 -8.7 25
Developer Ergonomics 11.9 23.2 -11.3 25

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) 15% 14% +1
MCP server (first-party) 15% 12% +3
Agent Skills 0% 0% 0
OAuth scopes 4% 11% -7
Security 96% 98% -2
Arazzo workflows 4% 2% +2
Governance rules 15% 14% +1

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 Zerion 60.8
  2. 2 Octav 49.3
  3. 3 Bitpanda 45.6
  4. 4 Trading 212 42.1
  5. 5 Craft.io 39.5
  6. 6 Interactive Brokers 32.1
  7. 7 DEGIRO 30.4
  8. 8 About.me 14.7
  9. 9 Bending Spoons 13.8
  10. 10 Behance 9.7
Top by Agent Readiness
  1. 1 Craft.io 52.9
  2. 2 Zerion 35.1
  3. 3 Octav 26.6
  4. 4 Interactive Brokers 25.9
  5. 5 Trading 212 24
  6. 6 Bitpanda 22.9
  7. 7 DEGIRO 19.8
  8. 8 About.me 0
  9. 9 Bending Spoons 0
  10. 10 Behance 0
All 37 members of this roster resolve to a scored provider in the catalog.Generated from the catalog build of 5 October 2026, across 29093 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.

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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 →

Call it yourself

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curl "https://apis.io/api/v1/tags/portfolio"
All tags 
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As a scored cohort 
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The distribution (Pro) 
curl "https://apis.io/api/v1/cohorts/tag/portfolio/stats" \
  -H "X-API-Key: $APIS_IO_KEY"

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