niche · 0.0 capabilitymarket actiondomain

Portfolio

Score 20.2 / 100 36 providers +77 via APIs 87 APIs Search apis.io →
Variants seen in the corpus: PortfolioPortfoliosportfolioportfolios

Providers using this tag (36)

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

Strong 1 Solid coverage with minor gaps
ZerionCompanyWeb3BlockchainCryptocurrency1 API62.9
Developing 4 Usable, with meaningful gaps to close
OctavCompanyCryptocurrencyBlockchain1 API52.1BitpandaCompanyCryptocurrencyFintechTrading1 API48.4Trading 212InvestingFinanceTradingStocks1 API46.4Craft.ioProduct ManagementRoadmapsOKRsBacklog3 APIs40.4
Thin 2 Limited public surface area
Interactive BrokersBrokerageMarket DataOrder1 API34.4DEGIROTradingBrokerageStocksETFs1 API33.5
Emerging 2 Early or largely undocumented
About.meCompanyPersonal WebsiteOnline IdentityProfile Page15.4Bending SpoonsCompanyHolding CompanyConsumer AppsMobile Apps12.4
Minimal 25 Almost no public developer surface
BehanceCompanyCreative NetworkDesign Community10.2Red VenturesCompanyMediaMarketingDigital Marketing8.7IntellilakeCompanyStartupVenture BackedAnthemis7.1LettuceCompanyStartupVenture Backed500 Global6.1HaavenCompanySpeedinvest5.4Accelerator 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 Backed5.0LexSpotCompanyStub500 Global5.0Luna ParkCompanyConsumerGV5.0parenthoodsCompanyParentingSocial NetworkMobile5.0ResourcelyCompanyStartupVenture Backeda16z5.0RocketableCompanySoftware-as-a-ServiceArtificial IntelligenceAI Agents5.0TimefulCompanyAcquiredSchedulingTime Management5.0quickpicCompanyQimingSouth Africa4.1
Unrated 2 Not yet scored
CauseraCompanyStartup500 GlobalLaunchGramCompanyStartupsVenture Backed

APIs with this tag (86)

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 7 Complete, well-documented, and agent-ready
Upstox Developer APIThe Upstox Developer API is a free OAuth 2.0 REST and WebSocket suite for building trading and investment a...79.5Upstox MCP ServerUpstox operates a hosted, OAuth-protected Model Context Protocol server at https://mcp.upstox.com/mcp that ...79.5Adobe Suite Portfolio APIThe Portfolio API from Adobe Suite — 16 operation(s) for portfolio.75.6Jira Align REST APIREST API for Jira Align enterprise agile planning platform, providing access to portfolios, epics, features...68.5Uphold Portfolio APIPortfolio.68.0Factset Portfolio APIThe Portfolio API from Factset — 19 operation(s) for portfolio.67.7Asana Portfolios APIAsana Portfolios API allows developers to access and manage portfolios in the Asana platform programmatical...66.6
Strong 15 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...64.0sensible-so Portfolio APIExtract data from multiple documents bundled into single PDF files62.1Valimail Portfolios APIThe Portfolios API from Valimail — 1 operation(s) for portfolios.62.0Taskfolk Portfolios APIThe Portfolios API from Taskfolk — 4 operation(s) for portfolios.61.1OutSystems Portfolios APIThe Portfolios API from OutSystems — 2 operation(s) for portfolios.59.5Groww Portfolio APIHoldings and positions.57.5Copper.co Portfolios APIThe portfolios API from Copper.co — 2 operation(s) for portfolios.56.7Smart Pension Portfolios APIThe Portfolios API from Smart Pension — 2 operation(s) for portfolios.56.6DTN Portfolios APIThe Portfolios API from DTN — 2 operation(s) for portfolios.55.7Knownwell portfolios APIThe portfolios API from Knownwell — 2 operation(s) for portfolios.55.5Upvest Portfolios APICreate and manage portfolios with custom asset allocations.55.4Spiko Portfolio APIThe Portfolio API from Spiko — 2 operation(s) for portfolio.55.2Spiko Portfolios APIThe Portfolios API from Spiko — 1 operation(s) for portfolios.55.2ZenLedger Aggregator Suite APIPartner/aggregator REST API (v1) that creates an aggregated portfolio from a set of exchange and wallet acc...55.2Mesh Portfolio API### Supported integrations: ```Robinhood``` ```ETrade``` ```Alpaca``` ```WeBull``` ```Stash``` ```Interacti...54.6
Developing 26 Usable, with meaningful gaps to close
Skai (Kenshoo) Portfolios APIRetrieve and update portfolio budgets and settings. Publishers: 53.7Mesh Connect Portfolio API### Supported integrations: ```Robinhood``` ```ETrade``` ```Alpaca``` ```WeBull``` ```Stash``` ```Interacti...53.1Ondo Finance Portfolio APIThe Portfolio API from Ondo Finance — 2 operation(s) for portfolio.52.8Arkham Portfolio APIThe Portfolio API from Arkham — 4 operation(s) for portfolio.52.1Octav Portfolio APIPortfolio and holdings endpoints52.1Xpansiv Connect APIXpansiv Connect exposes environmental commodity account, portfolio, exchange, forward deal, issuance, proje...52.0Measurabl Portfolios APIThe Portfolios API from Measurabl — 3 operation(s) for portfolios.51.6LeaseAccelerator Portfolio APIThe Portfolio API from LeaseAccelerator — 6 operation(s) for portfolio.50.3Finicity Portfolios APIGenerate portfolios of the most recent reports49.7Totalis Portfolio APIThe Portfolio API from Totalis — 1 operation(s) for portfolio.48.1Morningstar Financial Planning APIsUS financial-planning building blocks from the Dynamic Services APIs family - households, household members...47.8Figment Portfolio APIThe Portfolio API from Figment — 1 operation(s) for portfolio.47.7Coinbase Portfolios APICreate and manage portfolios for organizing trading activity and asset allocation.45.7Pred Portfolio APIPortfolio, balance, positions, and open orders. **Endpoints:** - Balance: `GET /api/v1/portfolio/balance` -...43.8FDX Investment APIRESTful endpoints for retrieving investment account data including holdings, positions, investment transact...43.6Bloomberg Buyside Enterprise Solutions Portfolios APICreate, read, update, and delete portfolio definitions42.4ARGUS Enterprise Portfolios APIOrganize and manage property portfolios42.3DriveWealth Portfolios APIThe Portfolios API from DriveWealth — 3 operation(s) for portfolios.41.9Bitvore Portfolio APIPortfolio API40.9Amazon Service Catalog Portfolios APIPortfolio management operations40.4Craft.io Portfolio APIREST API providing access to portfolio data including portfolio items, portfolio custom fields, and termino...40.4Craft.io Portfolios APIThe Portfolios API from Craft.io — 3 operation(s) for portfolios.40.4SS&C Geneva Portfolios APIPortfolio and fund management40.1Unstoppable Domains Portfolio APIManage owned domains (requires authentication)40.1Propertyware Portfolios APIResources providing access to portfolios.39.5Kamino Portfolio APIThe Portfolio API from Kamino — 2 operation(s) for portfolio.39.3
Thin 25 Limited public surface area
Kalshi portfolio APIPortfolio and balance information endpoints37.6State Street Portfolios APIPortfolio and account management operations37.6Goldman Sachs Hedging Services APIThe Hedging Services API lets institutional clients tailor portfolio exposures and risks using Goldman Sach...36.9Goldman Sachs Portfolio Services APIThe Portfolio Services API lets institutional clients programmatically manage the portfolio lifecycle from ...36.92X Portfolios APIThe portfolios API from 2X — 2 operation(s) for portfolios.34.7Interactive Brokers Portfolio APIPortfolio positions and account summaries34.4SynFutures Portfolio APIUser info, balances, and positions34.2eToro Portfolio and Account APIProvides REST endpoints for accessing account-level financial data including aggregated balances across all...33.5Fincura Portfolios APIPortfolios allow for grouping Borrowers.33.1OpenProject Portfolios APIPortfolios are one of the types of [workspaces](https://www.openproject.org/docs/api/endpoints/workspaces) ...32.7Alpaca Portfolio APIPortfolio history and performance.32.3Nacuity Pharmaceuticals Portfolio APIThe `portfolio` custom post type registered by the site theme and used for leadership entries. Registered a...31.3Aladdin Studio Portfolios APIPortfolio metadata and management operations30.7Murex Portfolios APITrading portfolio and book management30.3Alchemy Portfolio APIREST endpoints aggregating multi-chain wallet balances, NFTs, and tokens in a single call.30.1Juvenescence Portfolio APIThe site's registered `portfolio` custom post type and its `portfolio_category` taxonomy. Registered, publi...30.1Nexo Pro Trading APIREST and WebSocket API for advanced crypto trading on Nexo Pro. Supports spot trading, futures, TWAP orders...30.01inch Portfolio APIPortfolio composition, P&L, and historical valuation across supported networks.29.91inch Portfolio APIThe Portfolio API from 1inch — 1 operation(s) for portfolio.29.9Cowrywise Embed APIInvestment-as-a-service REST API that allows developers to embed regulated investment products (savings, mu...29.5E*TRADE from Morgan Stanley - Accounts APIE*TRADE from Morgan Stanley operates a genuinely public, self-service developer platform whose REST Account...29.391Squarefeet Content APIThe read-only WordPress REST API (`wp/v2` namespace) that 91squarefeet.com serves by default, including the...28.71inch 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)...28.1Nura Bio Portfolio APIThe people directory — leadership, board of directors, and founders and advisors — carried on the Avada the...27.0
Emerging 10 Early or largely undocumented
Veli Portfolios APIUser portfolio creation and management26.0Carta 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...22.7Habiteo Site Content API — Portfolio APIThe `portfolio` custom post type used for Habiteo client and project showcases. DERIVED by API Evangelist f...20.9MSCI Optimization Service APIPortfolio optimization service from MSCI Quantitative Investment Solutions supporting portfolio and tax-lot...20.6Redaptive ONE Core APIThe core API gateway behind the Redaptive ONE platform, serving the account, portfolio and building-insight...20.5Bloomberg Tax Research APIProgrammatic access to Bloomberg Tax research content including tax portfolios, practitioner analysis, prim...17.8Alzheon Portfolio APIAvada portfolio custom post type.17.3Stash Investing APIStash provides a mobile-first investing and banking platform enabling fractional share purchases, automated...15.4
Minimal 3 Almost no public developer surface
ServicingLease and loan servicing covering invoicing, collections, portfolio management, and asset-level financial t...9.5Hundsun Wealth Management PlatformWealth management platform for banks and wealth managers covering portfolio management, product distributio...8.7Wren Portfolios APIList available portfolios and their projects6.0

Companies reaching this through an API (77)

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 91Squarefeet Adobe Suite Aladdin Studio Alchemy Alpaca Alzheon Amazon Service Catalog ARGUS Enterprise Arkham Asana Bitvore Bloomberg Buyside Enterprise Solutions Bloomberg Tax Research Carta Coinbase Copper.co Cowrywise DriveWealth DTN Dun & Bradstreet Ethyreal Bio eToro Factset Figment Financial Data Exchange (FDX) Fincura Finicity Goldman Sachs Groww Habiteo Hundsun Technologies Jira Juvenescence Kalshi Kamino Knownwell LeaseAccelerator Measurabl Mesh Mesh Connect Morgan Stanley Morningstar MSCI Murex Nacuity Pharmaceuticals Nansen Nexo
Show all 77 companies ↓
Nura Bio Odessa Technologies Ondo Finance OpenProject OutSystems Pred Propertyware Redaptive Sensible Skai (Kenshoo) Smart Pension Spiko SS&C Geneva Stash State Street SynFutures Taskfolk Totalis Unstoppable Domains Uphold Upstox Upvest Valimail Veli Wren Xpansiv ZenLedger

Score breakdown

Frequency
63.2
log-scaled weighted occurrences
Breadth
1.0
spread across providers
Quality lift
16.1
mean composite of providers using it
Cohesion
6.3
strength of nearest seed neighbor

Related tags

Positions 13 co-occurrences Venture Backed 11 co-occurrences Trading 21 co-occurrences Market Data 22 co-occurrences Funds 7 co-occurrences Stub 6 co-occurrences Startup 8 co-occurrences Portfolio-Management 7 co-occurrences

Where this tag comes from

Api tag84
Provider tag36
Openapi tag54
Openapi op tag211

Cohort brief

Auto-generated

The 23 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
23
all scored
Mean Kin Score
18.6
-5.3 vs catalog 23.9
Mean Agent Readiness
8.5
-3.5 vs catalog 12
Spread
4.1–62.9
median 7.1 · σ 18.7
How the 23 split by band
Exemplar 0Strong 1Developing 4Thin 2Emerging 2Minimal 14
Facet averages, against the whole catalog
FacetThis cohortCatalogDifferenceScored
Contract Quality 18.1 19.8 -1.7 23
Contract Governance 4.5 6.4 -1.9 23
Operational Transparency 9.2 14 -4.8 23
Discoverability 56.3 61.2 -4.9 23
Access Clarity 19.2 26.5 -7.3 23
Developer Ergonomics 13 23.4 -10.4 23

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) 12% 10% +2
MCP server (first-party) 16% 13% +3
Agent Skills 0% 0% 0
OAuth scopes 4% 11% -7
Security 96% 97% -1
Arazzo workflows 4% 2% +2
Governance rules 16% 14% +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. 1 Zerion 62.9
  2. 2 Octav 52.1
  3. 3 Bitpanda 48.4
  4. 4 Trading 212 46.4
  5. 5 Craft.io 40.4
  6. 6 Interactive Brokers 34.4
  7. 7 DEGIRO 33.5
  8. 8 About.me 15.4
  9. 9 Bending Spoons 12.4
  10. 10 Behance 10.2
Top by Agent Readiness
  1. 1 Craft.io 36.7
  2. 2 Zerion 35.1
  3. 3 Octav 28.8
  4. 4 Interactive Brokers 25.9
  5. 5 Bitpanda 25.4
  6. 6 Trading 212 24
  7. 7 DEGIRO 19.8
  8. 8 About.me 0
  9. 9 Bending Spoons 0
  10. 10 Behance 0
All 36 members of this roster resolve to a scored provider in the catalog.Generated from the catalog build of 15 September 2026, across 27661 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 →

Call it yourself

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

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