established · 1.7 capabilitymarket actiondomain

Portfolio

Score 24.6 / 100 103 providers 76 APIs Search apis.io →
Variants seen in the corpus: PortfolioPortfoliosportfolioportfolios

Providers using this tag (103)

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

Exemplar 4 Complete, well-documented, and agent-ready
UpholdCompanyCryptocurrencyDigital AssetsPayments25 APIs69.1Dun & BradstreetBusiness DataCompany DataD-U-N-S NumberCredit16 APIs67.9ZerionCompanyWeb3BlockchainCryptocurrency9 APIs66.6AsanaCollaborationProductivityProject ManagementProject55 APIs66.5
Strong 14 Solid coverage with minor gaps
FactsetFinancialFinancial DataInvestment AnalyticsMarket Data460 APIs64.8ValimailEmail AuthenticationDMARCEmail SecuritySPF17 APIs64.6sensible-so7 APIs62.8GrowwCompanyFintechTradingInvesting6 APIs62.0OutSystemsCompanyLow-CodeApplication DevelopmentPlatform-as-a-Service37 APIs61.2JiraAgileIssue TrackingITSMProject Management12 APIs58.5UpvestBanking InfrastructureFintechInvestmentsSecurities35 APIs58.5MeshCompanyCryptoCryptocurrencyPayments9 APIs57.5SpikoCompanyFintechMoney Market FundsTreasury Management27 APIs56.9Smart PensionPensionsRetirementworkplace-pensionauto-enrolment149 APIs56.5Copper.coCompanyDigital Asset CustodyCryptocurrencyFinancial-Services18 APIs56.2Mesh ConnectCompanyCrypto InfrastructureCrypto PaymentsDigital Assets12 APIs56.0KnownwellCompanyCommercial IntelligenceClient IntelligenceCustomer Success10 APIs55.9OctavCompanyCryptocurrencyBlockchain14 APIs54.8
Developing 22 Usable, with meaningful gaps to close
Ondo FinanceCompanyCryptoTokenizationReal World Assets26 APIs54.2ArkhamCompanyCryptoBlockchainBlockchain Intelligence25 APIs53.7LeaseAcceleratorCompanyLease AccountingLease AdministrationFinancial Reporting9 APIs52.3FinicityFinancial-ServicesData AggregationOpen FinanceOpen Banking7 APIs51.6TotalisCompanyPrediction MarketsDerivativesParlays7 APIs51.1BitpandaCompanyCryptocurrencyFintechTrading4 APIs50.5FigmentStakingBlockchainDigital AssetsProof of Stake25 APIs50.5PredCompanyFintechPrediction MarketsSports7 APIs46.8MorningstarFinancialMarket DataInvestingStocks18 APIs46.0CoinbaseBlockchainCryptocurrencyCustodyExchange29 APIs45.6ARGUS EnterpriseAltus GroupAsset ManagementCash Flow ModelingCommercial Real Estate12 APIs44.3Financial Data Exchange (FDX)Financial DataOpen BankingOpen FinanceFinancial Data Exchange12 APIs43.6DriveWealthBrokerage-as-a-ServiceEmbedded InvestingFractional SharesTrading31 APIs43.1BitvoreFinancial DataMarket IntelligenceAlternative DataNews API19 APIs43.0Trading 212InvestingFinanceTradingStocks6 APIs42.9SS&C GenevaFund AccountingAsset ManagementPortfolio-ManagementFinancial-Services5 APIs42.1KaminoCompanyCrypto Web3DeFiSolana23 APIs42.0PropertyMeReal-EstateAustraliaProperty ManagementRentals11 APIs41.4Bloomberg Buyside Enterprise SolutionsAnalyticsAsset ManagementBuy-SideEnterprise Solutions24 APIs41.2Craft.ioProduct ManagementRoadmapsOKRsBacklog9 APIs41.1PropertywareProperty ManagementReal-EstateRental PropertiesSingle-Family Rentals14 APIs40.8Unstoppable DomainsWeb3BlockchainDomain NamesNFT Domains33 APIs39.5
Thin 21 Limited public surface area
KalshiPrediction MarketsEvent ContractsExchangeCFTC21 APIs39.1State StreetFortune 50011 APIs38.9Amazon Service CatalogCloud GovernanceComplianceIT GovernanceService Catalog3 APIs37.4Interactive BrokersBrokerageMarket DataOrder7 APIs35.8OpenProjectAgileGanttOpen-SourceProject Management62 APIs35.6SynFuturesCompanyCryptoDeFiTrading6 APIs35.4Goldman SachsBankingFinancialInvestment BankingMoney Center9 APIs34.1AlpacaMarket DataTradingBrokerageStocks16 APIs33.5eToroSocial TradingCopy TradingInvestingMarket Data29 APIs33.4Nacuity PharmaceuticalsCompanybiopharmaceuticalsPharmaceuticalsOphthalmology9 APIs33.3DEGIROTradingBrokerageStocksETFs11 APIs32.8MurexCapital MarketsEnterprise SoftwareFinancial-ServicesFintech24 APIs31.91inchWeb3DeFiDEXAggregator14 APIs31.1AlchemyWeb3BlockchainRPCNFT12 APIs30.9FincuraFinancial-ServicesLendingCredit AnalysisFinancial Spreading20 APIs30.5Morgan StanleyFinancialInvestment BankingWealth ManagementBrokerage6 APIs29.3NexoCryptoLendingEarningTrading2 APIs29.01inchDeFiDEX AggregatorSwapLimit Orders15 APIs28.2NansenWeb3CryptoOnchainWallet Labels2 APIs28.1Aladdin StudioFinancialInvestment ManagementPortfolio AnalyticsRisk Management10 APIs27.5VeliCryptoDeFiFinanceInvestment5 APIs26.2
Emerging 11 Early or largely undocumented
CartaEquity ManagementCap Table409A ValuationsFund Administration5 APIs25.8Ethyreal BioCompanyBiotechnologyPharmaceuticalsLife Sciences12 APIs24.1CowrywiseFintechWealth ManagementInvestmentsSavings1 API21.9MSCIFinancial DataIndexesESGClimate10 APIs21.7RedaptiveCompanyEnergyEnergy EfficiencyEnergy as a Service3 APIs21.6HabiteoCompanyReal-EstatePropTech3D Visualization14 APIs21.1Bloomberg Tax ResearchTax ResearchFederal TaxState TaxInternational Tax2 APIs17.8About.meCompanyPersonal WebsiteOnline IdentityProfile Page15.4AlzheonCompanyBiotechnologyPharmaceuticalsLife Sciences1 API14.3StashFintechInvestingBankingFractional Shares1 API13.5Bending SpoonsCompanyHolding CompanyConsumer AppsMobile Apps12.4
Minimal 31 Almost no public developer surface
BehanceCompanyCreative NetworkDesign Community10.2Microsoft Project APIsCollaborationEnterpriseMicrosoftPortfolio-Management3 APIs9.3Hundsun TechnologiesAsset ManagementBanking SoftwareChinaFinancial Technology3 APIs8.0Red VenturesCompanyMediaMarketingDigital Marketing7.9Odessa TechnologiesAsset FinanceLease ManagementLoan ManagementEquipment Finance10 APIs7.6WrenCompany7 APIs7.3IntellilakeCompanyStartupVenture BackedAnthemis7.1HaavenCompanySpeedinvest6.6LettuceCompanyStartupVenture Backed500 Global6.1CauseraCompanyStartup500 Global5.3Accelerator SciencesCompanyBattery VenturesLife Science Tools5.0beijingyuanxinCompanyBeijingChina5.0Billion HeartsCompanyConsumerStartupGeneral Catalyst5.0BlockVigilCompanyBlockchainWeb3Discontinued5.0CarbonDataCompanyVenture BackedSeed Stage5.0ChoiceVendorCompanyVenture BackedBattery Ventures5.0ClearMixCompanyStartupVenture BackedBloomberg Beta5.0Core LabsCompanyProduct StudioProfessional Identity5.0CorrentCompanyVenture CapitalBattery Ventures5.0DijaCompanyConsumerStartupVenture Backed5.0EdgixCompanyBattery VenturesExited5.0ePITCompanyVenture BackedBattery Ventures5.0HighlightCompanyGeneral CatalystVenture Backed5.0LaunchGramCompanyStartupsVenture Backed5.0LexSpotCompanyStub500 Global5.0Luna ParkCompanyConsumerGV5.0parenthoodsCompanyParentingSocial NetworkMobile5.0ResourcelyCompanyStartupVenture Backeda16z5.0RocketableCompanySoftware-as-a-ServiceArtificial IntelligenceAI Agents5.0TimefulCompanyAcquiredSchedulingTime Management5.0quickpicCompanyQimingSouth Africa4.1

APIs with this tag (76)

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 3 Complete, well-documented, and agent-ready
Uphold Portfolio APIPortfolio.69.1D&B Direct+ Monitoring APIThe Monitoring surface lets customers register a portfolio of D-U-N-S Numbers and subscribe to change event...67.9Asana Portfolios APIAsana Portfolios API allows developers to access and manage portfolios in the Asana platform programmatical...66.5
Strong 16 Solid coverage with minor gaps
Factset Portfolio APIThe Portfolio API from Factset — 19 operation(s) for portfolio.64.8Valimail Partner APIThe Valimail Partner API is the reseller/MSP surface for managing customer accounts under a partner account...64.6Valimail Portfolios APIThe Portfolios API from Valimail — 1 operation(s) for portfolios.64.6sensible-so Portfolio APIExtract data from multiple documents bundled into single PDF files62.8Groww Portfolio APIHoldings and positions.62.0OutSystems Portfolios APIThe Portfolios API from OutSystems — 2 operation(s) for portfolios.61.2Jira Align REST APIREST API for Jira Align enterprise agile planning platform, providing access to portfolios, epics, features...58.5Upvest Portfolios APICreate and manage portfolios with custom asset allocations.58.5Mesh Portfolio API### Supported integrations: ```Robinhood``` ```ETrade``` ```Alpaca``` ```WeBull``` ```Stash``` ```Interacti...57.5Spiko Portfolio APIThe Portfolio API from Spiko — 2 operation(s) for portfolio.56.9Spiko Portfolios APIThe Portfolios API from Spiko — 1 operation(s) for portfolios.56.9Smart Pension Portfolios APIThe Portfolios API from Smart Pension — 2 operation(s) for portfolios.56.5Copper.co Portfolios APIThe portfolios API from Copper.co — 2 operation(s) for portfolios.56.2Mesh Connect Portfolio API### Supported integrations: ```Robinhood``` ```ETrade``` ```Alpaca``` ```WeBull``` ```Stash``` ```Interacti...56.0Knownwell portfolios APIThe portfolios API from Knownwell — 2 operation(s) for portfolios.55.9Octav Portfolio APIPortfolio and holdings endpoints54.8
Developing 21 Usable, with meaningful gaps to close
Ondo Finance Portfolio APIThe Portfolio API from Ondo Finance — 2 operation(s) for portfolio.54.2Arkham Portfolio APIThe Portfolio API from Arkham — 4 operation(s) for portfolio.53.7LeaseAccelerator Portfolio APIThe Portfolio API from LeaseAccelerator — 6 operation(s) for portfolio.52.3Finicity Aggregation (Accounts & Transactions) APIConsumer-permissioned account and transaction aggregation across banks, credit unions, cards, loans and inv...51.6Totalis Portfolio APIThe Portfolio API from Totalis — 1 operation(s) for portfolio.51.1Figment Portfolio APIThe Portfolio API from Figment — 1 operation(s) for portfolio.50.5Pred Portfolio APIPortfolio, balance, positions, and open orders. **Endpoints:** - Balance: `GET /api/v1/portfolio/balance` -...46.8Morningstar Financial Planning APIsUS financial-planning building blocks from the Dynamic Services APIs family - households, household members...46.0Coinbase Portfolios APICreate and manage portfolios for organizing trading activity and asset allocation.45.6ARGUS Enterprise Portfolios APIOrganize and manage property portfolios44.3FDX Investment APIRESTful endpoints for retrieving investment account data including holdings, positions, investment transact...43.6DriveWealth Portfolios APIThe Portfolios API from DriveWealth — 3 operation(s) for portfolios.43.1Bitvore Portfolio APIPortfolio API43.0SS&C Geneva Portfolios APIPortfolio and fund management42.1Kamino Portfolio APIThe Portfolio API from Kamino — 2 operation(s) for portfolio.42.0PropertyMe Portfolio Connection APIThe consent seam. A single DELETE /v1/portfolios/disconnect operation severs the integration's connection t...41.4Bloomberg Buyside Enterprise Solutions Portfolios APICreate, read, update, and delete portfolio definitions41.2Craft.io Portfolio APIREST API providing access to portfolio data including portfolio items, portfolio custom fields, and termino...41.1Craft.io Portfolios APIThe Portfolios API from Craft.io — 3 operation(s) for portfolios.41.1Propertyware Portfolios APIResources providing access to portfolios.40.8Unstoppable Domains Portfolio APIManage owned domains (requires authentication)39.5
Thin 22 Limited public surface area
Kalshi portfolio APIPortfolio and balance information endpoints39.1State Street Portfolios APIPortfolio and account management operations38.9Amazon Service Catalog Portfolios APIPortfolio management operations37.4Interactive Brokers Portfolio APIPortfolio positions and account summaries35.8OpenProject Portfolios APIPortfolios are one of the types of [workspaces](https://www.openproject.org/docs/api/endpoints/workspaces) ...35.6SynFutures Portfolio APIUser info, balances, and positions35.4Goldman Sachs Hedging Services APIThe Hedging Services API lets institutional clients tailor portfolio exposures and risks using Goldman Sach...34.1Goldman Sachs Portfolio Services APIThe Portfolio Services API lets institutional clients programmatically manage the portfolio lifecycle from ...34.1Alpaca Portfolio APIPortfolio history and performance.33.5eToro Portfolio and Account APIProvides REST endpoints for accessing account-level financial data including aggregated balances across all...33.4Nacuity Pharmaceuticals Portfolio APIThe `portfolio` custom post type registered by the site theme and used for leadership entries. Registered a...33.3Murex Portfolios APITrading portfolio and book management31.91inch Portfolio APIThe Portfolio API from 1inch — 1 operation(s) for portfolio.31.11inch Portfolio APIPortfolio composition, P&L, and historical valuation across supported networks.31.1Alchemy Portfolio APIREST endpoints aggregating multi-chain wallet balances, NFTs, and tokens in a single call.30.9Fincura Portfolios APIPortfolios allow for grouping Borrowers.30.5E*TRADE from Morgan Stanley - Accounts APIE*TRADE from Morgan Stanley operates a genuinely public, self-service developer platform whose REST Account...29.3Nexo Pro Trading APIREST and WebSocket API for advanced crypto trading on Nexo Pro. Supports spot trading, futures, TWAP orders...29.01inch Portfolio APICross-chain portfolio aggregation — wallet positions, protocol exposures, profit and loss, fees, and value ...28.2Nansen REST APIREST API surfacing Nansen's on-chain intelligence: smart-money flows, profiler (wallet labels and balances)...28.1Aladdin Studio Portfolios APIPortfolio metadata and management operations27.5Veli Portfolios APIUser portfolio creation and management26.2
Emerging 10 Early or largely undocumented
Carta Investor APIPermits fund operators to retrieve cap table summaries and portfolio position data for their holdings, enab...25.8Carta Portfolio APIEnables personal finance and wealth management platforms to aggregate equity holdings data for individuals,...25.8Ethyreal Bio Portfolio APIThe Portfolio API from Ethyreal Bio — 28 operation(s) over the Avada theme avada_portfolio custom post type...24.1Cowrywise Embed APIInvestment-as-a-service REST API that allows developers to embed regulated investment products (savings, mu...21.9MSCI 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...21.6Habiteo Site Content API — Portfolio APIThe `portfolio` custom post type used for Habiteo client and project showcases. DERIVED by API Evangelist f...21.1Bloomberg Tax Research APIProgrammatic access to Bloomberg Tax research content including tax portfolios, practitioner analysis, prim...17.8Alzheon Content API (WordPress REST)Read-only, anonymously accessible WordPress REST API served by the Alzheon corporate site at https://alzheo...14.3Stash Investing APIStash provides a mobile-first investing and banking platform enabling fractional share purchases, automated...13.5
Minimal 4 Almost no public developer surface
Microsoft Project Online APIREST API for Microsoft Project Online, providing access to project data, timesheets, and enterprise project...9.3Hundsun Wealth Management PlatformWealth management platform for banks and wealth managers covering portfolio management, product distributio...8.0ServicingLease and loan servicing covering invoicing, collections, portfolio management, and asset-level financial t...7.6Wren Portfolios APIList available portfolios and their projects7.3

Score breakdown

Frequency
61.7
log-scaled weighted occurrences
Breadth
2.8
spread across providers
Quality lift
37.4
mean composite of providers using it
Cohesion
6.8
strength of nearest seed neighbor

Related tags

Positions 13 co-occurrences Venture Backed 11 co-occurrences Trading 21 co-occurrences Stub 6 co-occurrences Portfolio-Management 8 co-occurrences Instruments 7 co-occurrences Market Data 19 co-occurrences Funds 6 co-occurrences

Where this tag comes from

Api tag73
Provider tag36
Openapi tag45
Openapi op tag161

Cohort brief

Auto-generated

The 103 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
103
all scored
Mean Kin Score
30.8
+10.1 vs catalog 20.7
Mean Agent Readiness
19.4
+9.7 vs catalog 9.7
Spread
4.1–69.1
median 31.9 · σ 20.6
How the 103 split by band
Exemplar 4Strong 14Developing 22Thin 21Emerging 11Minimal 31
Facet averages, against the whole catalog
FacetThis cohortCatalogDifferenceScored
Contract Quality 33.7 17.5 +16.2 103
Developer Ergonomics 28.6 17.9 +10.7 103
Discoverability 67.9 60.4 +7.5 103
Operational Transparency 18 11.3 +6.7 103
Contract Governance 12.1 6.4 +5.7 103
Access Clarity 27.4 22.3 +5.1 103

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) 30% 16% +14
MCP server (first-party) 12% 7% +5
Agent Skills 0% 0% 0
OAuth scopes 17% 9% +8
Security 85% 88% -3
Arazzo workflows 8% 2% +6
Governance rules 25% 13% +12

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 Uphold 69.1
  2. 2 Dun & Bradstreet 67.9
  3. 3 Zerion 66.6
  4. 4 Asana 66.5
  5. 5 Factset 64.8
  6. 6 Valimail 64.6
  7. 7 sensible-so 62.8
  8. 8 Groww 62
  9. 9 OutSystems 61.2
  10. 10 Jira 58.5
Top by Agent Readiness
  1. 1 Morningstar 56.8
  2. 2 Jira 52.9
  3. 3 Factset 52.8
  4. 4 Copper.co 50.9
  5. 5 Uphold 50.7
  6. 6 Figment 43.9
  7. 7 Dun & Bradstreet 43.2
  8. 8 Spiko 41.5
  9. 9 Zerion 41.5
  10. 10 Groww 41.1
All 103 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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