Portfolio
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
Developing 1 Usable, with meaningful gaps to close
Thin 2 Limited public surface area
Emerging 3 Early or largely undocumented
Minimal 29 Almost no public developer surface
Unrated 1 Not yet scored
APIs with this tag (90)
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
Uphold Portfolio APIPortfolio.Adobe Suite Portfolio APIThe Portfolio API from Adobe Suite — 16 operation(s) for portfolio.OutSystems Portfolios APIThe Portfolios API from OutSystems — 2 operation(s) for portfolios.Jira Align REST APIREST API for Jira Align enterprise agile planning platform, providing access to portfolios, epics, features...Upstox MCP ServerUpstox operates a hosted, OAuth-protected Model Context Protocol server at https://mcp.upstox.com/mcp that ...Upstox Portfolio APIThe Portfolio API from Upstox — 4 operation(s) for portfolio.
Strong 14 Solid coverage with minor gaps
Taskfolk Portfolios APIThe Portfolios API from Taskfolk — 4 operation(s) for portfolios.Valimail Portfolios APIThe Portfolios API from Valimail — 1 operation(s) for portfolios.Recorded Future Customer APIs V0Customer APIs V0 — part of the Recorded Future API documented at docs.recordedfuture.com.Cymetica Portfolio APIThe Portfolio API from Cymetica — 2 operation(s) for portfolio.Factset Portfolio APIThe Portfolio API from Factset — 19 operation(s) for portfolio.D&B Direct+ Monitoring APIThe Monitoring surface lets customers register a portfolio of D-U-N-S Numbers and subscribe to change event...SecurityScorecard Portfolios APIThe portfolios API from SecurityScorecard — 8 operation(s) for portfolios.Skai (Kenshoo) Portfolios APIRetrieve and update portfolio budgets and settings. Publishers: 60.3Smart Pension Portfolios APIThe Portfolios API from Smart Pension — 2 operation(s) for portfolios.ZenLedger Portfolios APICreate an aggregated portfolio from a set of accounts.Thomson Reuters Portfolios APIManage firm matter portfolios to track combined financial spending on all the matters assigned to a portfolio.Knownwell Portfolios APIThe portfolios API from Knownwell — 2 operation(s) for portfolios.Coinbase Portfolios APICreate and manage portfolios for organizing trading activity and asset allocation.Copper.co Portfolios APIThe portfolios API from Copper.co — 2 operation(s) for portfolios.
Developing 30 Usable, with meaningful gaps to close
Groww Portfolio APIHoldings and positions.Open Poker Portfolio APIThe portfolio API from Open Poker — 12 operation(s) for portfolio.Altruist Portfolios APIPortfolio managementMesh Portfolio API### Supported integrations: ```Robinhood``` ```ETrade``` ```Alpaca``` ```WeBull``` ```Stash``` ```Interacti...Spiko Portfolio APIThe Portfolio API from Spiko — 2 operation(s) for portfolio.Spiko Portfolios APIThe Portfolios API from Spiko — 1 operation(s) for portfolios.DoorLoop Portfolios APIThe Portfolios API from DoorLoop — 2 operation(s) for portfolios.Lighter Portfolio APIThe portfolio API from Lighter — 1 operation(s) for portfolio.Mesh Connect Portfolio API### Supported integrations: ```Robinhood``` ```ETrade``` ```Alpaca``` ```WeBull``` ```Stash``` ```Interacti...DTN Portfolios APIThe Portfolios API from DTN — 2 operation(s) for portfolios.LeaseAccelerator Portfolio APIThe Portfolio API from LeaseAccelerator — 6 operation(s) for portfolio.Upvest Portfolios APICreate and manage portfolios with custom asset allocations.Ondo Finance Portfolio APIThe Portfolio API from Ondo Finance — 2 operation(s) for portfolio.Octav Portfolio APIPortfolio and holdings endpointsCarta Investor APIPermits fund operators to retrieve cap table summaries and portfolio position data for their holdings, enab...Carta Portfolio APIEnables personal finance and wealth management platforms to aggregate equity holdings data for individuals,...Figment Portfolio APIThe Portfolio API from Figment — 1 operation(s) for portfolio.Xpansiv Portfolio APIThe Portfolio API allows the user to search their credit inventory (tax lot) data on active positions acros...Arkham Portfolio APIThe Portfolio API from Arkham — 4 operation(s) for portfolio.Finicity Portfolios APIGenerate portfolios of the most recent reportsMeasurabl Portfolios APIThe Portfolios API from Measurabl — 3 operation(s) for portfolios.Totalis Portfolio APIThe Portfolio API from Totalis — 1 operation(s) for portfolio.Morningstar Financial Planning APIsUS financial-planning building blocks from the Dynamic Services APIs family - households, household members...Bullion API Portfolio APIThe Portfolio API from Bullion API — 2 operation(s) for portfolio.ReqArchitect Portfolio APIThe portfolio API from ReqArchitect — 4 operation(s) for portfolio.Amazon Service Catalog Portfolios APIPortfolio management operationsPred Portfolio APIPortfolio, balance, positions, and open orders. **Endpoints:** - Balance: `GET /api/v1/portfolio/balance` -...Venue Authority Portfolios APIThe Portfolios API from Venue Authority — 4 operation(s) for portfolios.OpenProject Portfolios APIPortfolios are one of the types of [workspaces](https://www.openproject.org/docs/api/endpoints/workspaces) ...ARGUS Enterprise Portfolios APIOrganize and manage property portfolios
Thin 27 Limited public surface area
Bloomberg Buyside Enterprise Solutions Portfolios APICreate, read, update, and delete portfolio definitionsZerodha Portfolio APIThe Portfolio API from Zerodha — 4 operation(s) for portfolio.Bitvore Portfolio APIPortfolio APIDBT Capital Portfolio APIClient portfolio management2X Portfolios APIThe portfolios API from 2X — 2 operation(s) for portfolios.Unstoppable Domains Portfolio APIManage owned domains (requires authentication)Goldman Sachs Hedging Services APIThe Hedging Services API lets institutional clients tailor portfolio exposures and risks using Goldman Sach...Goldman Sachs Portfolio Services APIThe Portfolio Services API lets institutional clients programmatically manage the portfolio lifecycle from ...DriveWealth Portfolios APIThe Portfolios API from DriveWealth — 3 operation(s) for portfolios.Aladdin Studio Portfolios APIPortfolio metadata and management operationsCraft.io Portfolio APIREST API providing access to portfolio data including portfolio items, portfolio custom fields, and termino...Craft.io Portfolios APIThe Portfolios API from Craft.io — 3 operation(s) for portfolios.SynFutures Portfolio APIUser info, balances, and positionsDatia Portfolios APIThe Portfolios API from Datia — 2 operation(s) for portfolios.Propertyware Portfolios APIResources providing access to portfolios.FDX Investment APIRESTful endpoints for retrieving investment account data including holdings, positions, investment transact...Fincura Portfolios APIPortfolios allow for grouping Borrowers.Interactive Brokers Portfolio APIPortfolio positions and account summariesAlchemy Portfolio APIREST endpoints aggregating multi-chain wallet balances, NFTs, and tokens in a single call.Kalshi Portfolio APIPortfolio and balance information endpointseToro Portfolio and Account APIProvides REST endpoints for accessing account-level financial data including aggregated balances across all...p0stman AI Context APIThree anonymous JSON endpoints documented in agents.md for agents that do not speak MCP: GET /api/ai/contex...p0stman MCP ServerLive, anonymous, remote Model Context Protocol server at https://p0stman.com/api/mcp (JSON-RPC 2.0 over HTT...1inch Portfolio APIPortfolio composition, P&L, and historical valuation across supported networks.1inch Portfolio APIThe Portfolio API from 1inch — 1 operation(s) for portfolio.OpenMarkets Group APIOpenMarkets Group API as documented publicly: 56 operations. Contract generated from the documentation by A...Murex Portfolios APITrading portfolio and book management
Emerging 10 Early or largely undocumented
E*TRADE from Morgan Stanley - Accounts APIE*TRADE from Morgan Stanley operates a genuinely public, self-service developer platform whose REST Account...Nansen REST APIREST API surfacing Nansen's on-chain intelligence: smart-money flows, profiler (wallet labels and balances)...Veli Portfolios APIUser portfolio creation and managementCowrywise Embed APIInvestment-as-a-service REST API that allows developers to embed regulated investment products (savings, mu...Nexo Pro Trading APIREST and WebSocket API for advanced crypto trading on Nexo Pro. Supports spot trading, futures, TWAP orders...MSCI Optimization Service APIPortfolio optimization service from MSCI Quantitative Investment Solutions supporting portfolio and tax-lot...1inch Portfolio APICross-chain portfolio aggregation — wallet positions, protocol exposures, profit and loss, fees, and value ...Redaptive ONE Core APIThe core API gateway behind the Redaptive ONE platform, serving the account, portfolio and building-insight...Bloomberg Tax Research APIProgrammatic access to Bloomberg Tax research content including tax portfolios, practitioner analysis, prim...Stash Investing APIStash provides a mobile-first investing and banking platform enabling fractional share purchases, automated...
Minimal 3 Almost no public developer surface
Hundsun Wealth Management PlatformWealth management platform for banks and wealth managers covering portfolio management, product distributio...ServicingLease and loan servicing covering invoicing, collections, portfolio management, and asset-level financial t...Wren Portfolios APIList available portfolios and their projects
Companies reaching this through an API (80)
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
Altruist
Amazon Service Catalog
ARGUS Enterprise
Arkham
Bitvore
Bloomberg Buyside Enterprise Solutions
Bloomberg Tax Research
Bullion API
Carta
Coinbase
Copper.co
Cowrywise
Cymetica
Datia
DBT Capital
DoorLoop
DriveWealth
DTN
Dun & Bradstreet
Factset
Figment
Financial Data Exchange (FDX)
Fincura
Finicity
Goldman Sachs
Groww
Hundsun Technologies
Interactive Brokers
Jira
Kalshi
Knownwell
LeaseAccelerator
Lighter
Measurabl
Mesh Connect
Morgan Stanley
Morningstar
MSCI
Murex
Nansen
Nexo
Octav
Odessa Technologies
Ondo Finance
Show all 80 companies ↓
Open Poker
OpenMarkets Group
OpenProject
OutSystems
p0stman
Pred
Propertyware
Recorded Future
Redaptive
ReqArchitect
SecurityScorecard
Skai (Kenshoo)
Smart Pension
Spiko
Stash
SynFutures
Taskfolk
Thomson Reuters
Totalis
Unstoppable Domains
Uphold
Upstox
Upvest
Valimail
Veli
Venue Authority
Wren
Xpansiv
ZenLedger
Zerodha
Score breakdown
Frequency
62.1
log-scaled weighted occurrences
Breadth
0.8
spread across providers
Quality lift
9.6
mean composite of providers using it
Cohesion
5.4
strength of nearest seed neighbor
Related tags
Instruments 8 co-occurrences
Trading 20 co-occurrences
Market Data 20 co-occurrences
Fund 7 co-occurrences
Investing 11 co-occurrences
Battery Ventures 5 co-occurrences
Exchange 9 co-occurrences
Where this tag comes from
Api tag89
Provider tag39
Openapi tag52
Openapi op tag190
Cohort brief
Auto-generatedThe 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
of 37 in the catalog
Mean Kin Score
12.4
-9.8 vs catalog 22.2
Mean Agent Readiness
6.4
-5.6 vs catalog 12
Spread
0–60.8
median 5.3 · σ 15.4
How the 25 split by band
Exemplar 0Strong 1Developing 1Thin 2Emerging 3Minimal 18
Facet averages, against the whole catalog
| Facet | This cohort | Catalog | Difference | Scored |
|---|---|---|---|---|
| Contract Governance | 2.8 | 6.5 | -3.7 | 25 |
| Operational Transparency | 7 | 13 | -6 | 25 |
| Contract Quality | 11.1 | 17.2 | -6.1 | 25 |
| Discoverability | 47.4 | 57.9 | -10.5 | 25 |
| Access Clarity | 12.8 | 23.9 | -11.1 | 25 |
| Developer Ergonomics | 8.6 | 23.2 | -14.6 | 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
| Artifact | This cohort | Catalog | Difference |
|---|---|---|---|
| MCP server (any) | 12% | 13% | -1 |
| MCP server (first-party) | 12% | 12% | 0 |
| Agent Skills | 0% | 0% | 0 |
| OAuth scopes | 0% | 11% | -11 |
| Security | 96% | 98% | -2 |
| Arazzo workflows | 4% | 2% | +2 |
| Governance rules | 12% | 16% | -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 Zerion 60.8
- 2 Bitpanda 45.9
- 3 Trading 212 36.6
- 4 Craft.io 32.9
- 5 DEGIRO 26.1
- 6 About.me 14.8
- 7 Bending Spoons 13.8
- 8 Behance 9.8
- 9 Apollotherapeutics 8.8
- 10 Red Ventures 7.8
Top by Agent Readiness
- 1 Craft.io 50.3
- 2 Zerion 38.6
- 3 Bitpanda 26
- 4 Trading 212 24.8
- 5 DEGIRO 19.4
- 6 About.me 0
- 7 Bending Spoons 0
- 8 Behance 0
- 9 Apollotherapeutics 0
- 10 Red Ventures 0
All 37 members of this roster resolve to a provider in the
catalog; 25 carry a score (68%).
The figures above describe the scored members only.
Coverage caveat. 23 of 25 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. 23 of 25 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.