niche · -0.3 capabilitymarket actiondomainresource

Portfolio

Score 19.3 / 100 63 providers +101 via APIs 112 APIs Search apis.io →
Business capabilities this tag reaches
Project & Portfolio Management 1 Information Technology Management 1 Personal Finance & Consumer Money 1 Capital Markets Trading Management 1
Variants seen in the corpus: PortfoliosPortfolio

Providers using this tag (63)

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

Strong 2 Solid coverage with minor gaps
OctavCompanyCryptocurrencyBlockchain1 API58.1ZerionCompanyWeb3BlockchainCryptocurrency1 API59.3
Developing 3 Usable, with meaningful gaps to close
audit.domainsDomainValuationAnalytics2 APIs54.2kryptos-ioCryptocurrencyFinanceTax6 APIs49.4BitpandaCompanyCryptocurrencyFintechTrading1 API46.0
Thin 9 Limited public surface area
Trading 212InvestingFinanceTradingStocks1 API38.3ChainFolioAICompanyCryptocurrencyFinance2 APIs34.3Forced AlphaCompanySupply ChainInvestmentData Intelligence2 APIs31.0Invest LikeFinanceArtificial IntelligenceStock Analysis1 API26.2FiLotGoldDeFiSolanaNon-Custodial Wallet1 API35.1Craft.ioProduct ManagementRoadmapsOKRsBacklog1 API32.6Interactive BrokersBrokerageMarket DataOrder1 API30.0hdply-comStatic HostingHTML HostingFree HostingLanding Pages2 APIs28.7DEGIROTradingBrokerageStocksETFs1 API26.2
Emerging 10 Early or largely undocumented
DivvyDiaryCompanyFinanceInvestmentDividend22.5InvestboardCompanyArtificial IntelligenceFinance22.2CartenaFinanceInvestmentDividends19.8InstaportArtificial IntelligenceInvestingFinance17.4InvestJournalFinanceInvestmentResearch1 API17.1Bending SpoonsCompanyHolding CompanyConsumer AppMobile App13.4GhostfolioFinanceWealth ManagementOpen SourceSoftware-as-a-Service1 API24.4About.meCompanyPersonal WebsiteOnline IdentityProfile Page15.3CareercraftCareersEngineeringImpact11.9MainStreetHolding CompanyInvestmentPrivate Equity11.3
Minimal 38 Almost no public developer surface
fleetstreetCompanyArtificial IntelligenceLicensing1 API10.1ApollotherapeuticsCompanyBiopharmaR&D9.7Truman'sCompanyVentureStartups8.2BehanceCompanyCreative NetworkDesign Community8.1Propagate VenturesCompanyVentureTechstarsStartups8.1Red VenturesCompanyMediaMarketingDigital Marketing6.8IntellilakeCompanyAnthemis5.3HaavenCompanySpeedinvest5.1FolionomiqFinanceAnalyticsInvestment4.5LettuceCompany500 GlobalDormant3.9beijingyuanxinCompanyBeijingChina3.0Luna ParkCompanyConsumerGV3.0RocketableCompanySoftware-as-a-ServiceArtificial IntelligenceAI Agents3.0Accelerator SciencesCompanyBattery VenturesLife Science Tools2.6GitShowDeveloper ToolsOpen SourceGitHub2.6LexSpotCompany500 GlobalUnverified2.6CeresfdFinanceInvestmentAnalytics2.2In-ContextCompanyArtificial IntelligenceInteractive2.2CarbonDataCompanySeed Stage1.7ChoiceVendorCompanyBattery VenturesDormant1.7ClearMixCompanyBloomberg Beta1.7CorrentCompanyVenture CapitalBattery Ventures1.7DijaCompanyConsumer1.7ePITCompanyBattery Ventures1.7HighlightCompanyGeneral Catalyst1.7ResourcelyCompanya16z1.7quickpicCompanyQimingSouth Africa1.3BlockVigilCompanyBlockchainWeb3Discontinued0.0CauseraCompany500 GlobalDefunct0.0EdgixCompanyBattery VenturesDefunct0.0LaunchGramCompanyStartupsDefunct0.0jmiszewiczWeb DesignDigital MarketingPricing7.3devvizion-comCompanyFreelanceWeb DevelopmentDevelopers1 API4.9Himanshu RawatArtificial IntelligenceWeb DevelopmentProduct Builder1 API4.5parenthoodsCompanyParentingSocial NetworkMobile3.0Billion HeartsCompanyConsumerGeneral CatalystAsia2.6Core LabsCompanyProduct StudioProfessional Identity2.6Marine SnowCompanyVenturePlaceholder1.7
Unrated 1 Not yet scored
TimefulCompanyAcquiredSchedulingTime Management

APIs with this tag (111)

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 13 Complete, well-documented, and agent-ready
Jira Align REST APIREST API for Jira Align enterprise agile planning platform, providing access to portfolios, epics, features...82.4Uphold Portfolio APIPortfolio.81.5Upstox MCP ServerUpstox operates a hosted, OAuth-protected Model Context Protocol server at https://mcp.upstox.com/mcp that ...77.4Upstox Portfolio APIThe Portfolio API from Upstox — 4 operation(s) for portfolio.77.4Adobe Suite Portfolio APIThe Portfolio API from Adobe Suite — 16 operation(s) for portfolio.75.9OutSystems Portfolios APIThe Portfolios API from OutSystems — 2 operation(s) for portfolios.73.6Cymetica Portfolio APIThe Portfolio API from Cymetica — 2 operation(s) for portfolio.72.6Recorded Future Customer APIs V0Customer APIs V0 — part of the Recorded Future API documented at docs.recordedfuture.com.71.6SecurityScorecard Portfolios APIThe portfolios API from SecurityScorecard — 8 operation(s) for portfolios.70.4CrawlCheck Portfolio APIThe Portfolio API from CrawlCheck — 1 operation(s) for portfolio.69.6Amazon Service Catalog Portfolios APIPortfolio management operations68.6Taskfolk Portfolios APIThe Portfolios API from Taskfolk — 4 operation(s) for portfolios.68.3Thomson Reuters Portfolios APIManage firm matter portfolios to track combined financial spending on all the matters assigned to a portfolio.66.9
Strong 19 Solid coverage with minor gaps
Valimail Portfolios APIThe Portfolios API from Valimail — 1 operation(s) for portfolios.65.6Altruist Portfolios APIPortfolio management64.9digitalpublic-com Portfolio APIThe Portfolio API from digitalpublic-com — 1 operation(s) for portfolio.62.6Smart Pension Portfolios APIThe Portfolios API from Smart Pension — 2 operation(s) for portfolios.62.6Skai (Kenshoo) Portfolios APIRetrieve and update portfolio budgets and settings. Publishers: 62.4studiomeyer-io Portfolio APIThe Portfolio API from studiomeyer-io — 1 operation(s) for portfolio.61.0D&B Direct+ Monitoring APIThe Monitoring surface lets customers register a portfolio of D-U-N-S Numbers and subscribe to change event...60.5Factset Portfolio APIThe Portfolio API from Factset — 19 operation(s) for portfolio.60.5ZenLedger Portfolios APICreate an aggregated portfolio from a set of accounts.60.3Arena Portfolio APIThe key owner's own paper account, positions, orders and trades. Scope portfolio:read. Send X-Arena-Org to ...59.6Knownwell Portfolios APIThe portfolios API from Knownwell — 2 operation(s) for portfolios.59.1DoorLoop Portfolios APIThe Portfolios API from DoorLoop — 2 operation(s) for portfolios.58.9Octav Portfolio APIPortfolio and holdings endpoints58.1Coinbase Portfolios APICreate and manage portfolios for organizing trading activity and asset allocation.57.2Mesh Portfolio API### Supported integrations: ```Robinhood``` ```ETrade``` ```Alpaca``` ```WeBull``` ```Stash``` ```Interacti...57.0Open Poker Portfolio APIThe portfolio API from Open Poker — 12 operation(s) for portfolio.56.5Copper.co Portfolios APIThe portfolios API from Copper.co — 2 operation(s) for portfolios.55.5Mesh Connect Portfolio API### Supported integrations: ```Robinhood``` ```ETrade``` ```Alpaca``` ```WeBull``` ```Stash``` ```Interacti...55.2kokofinance-net Portfolio APIUser portfolio management — analyze your cards, manage point balances, get redemption strategies.54.6
Developing 32 Usable, with meaningful gaps to close
Spiko Portfolio APIThe Portfolio API from Spiko — 2 operation(s) for portfolio.53.6Spiko Portfolios APIThe Portfolios API from Spiko — 1 operation(s) for portfolios.53.6Totalis Portfolio APIThe Portfolio API from Totalis — 1 operation(s) for portfolio.53.5Groww Portfolio APIHoldings and positions.53.0Carta Investor APIPermits fund operators to retrieve cap table summaries and portfolio position data for their holdings, enab...52.4Carta Portfolio APIEnables personal finance and wealth management platforms to aggregate equity holdings data for individuals,...52.4Ondo Finance Portfolio APIThe Portfolio API from Ondo Finance — 2 operation(s) for portfolio.52.4Chord Portfolio APIOne wallet's holdings and 24h / 7d / 30d PnL on every chain and Solana by one rule, its swaps across chains...52.0DTN Portfolios APIThe Portfolios API from DTN — 2 operation(s) for portfolios.51.3Morningstar Financial Planning APIsUS financial-planning building blocks from the Dynamic Services APIs family - households, household members...51.2Xpansiv Portfolio APIThe Portfolio API allows the user to search their credit inventory (tax lot) data on active positions acros...51.1philidor-io Portfolio APIThe Portfolio API from philidor-io — 2 operation(s) for portfolio.50.9Upvest Portfolios APICreate and manage portfolios with custom asset allocations.50.5Lighter Portfolio APIThe portfolio API from Lighter — 1 operation(s) for portfolio.50.4ReqArchitect Portfolio APIThe portfolio API from ReqArchitect — 4 operation(s) for portfolio.50.1Figment Portfolio APIThe Portfolio API from Figment — 1 operation(s) for portfolio.49.5LeaseAccelerator Portfolio APIThe Portfolio API from LeaseAccelerator — 6 operation(s) for portfolio.49.2Measurabl Portfolios APIThe Portfolios API from Measurabl — 3 operation(s) for portfolios.48.7Finicity Portfolios APIGenerate portfolios of the most recent reports47.3Bullion API Portfolio APIThe Portfolio API from Bullion API — 2 operation(s) for portfolio.46.5Equity Rank Portfolio APIThe portfolio API from Equity Rank — 6 operation(s) for portfolio.46.1IMMIX Portfolios APIHow the organisation groups its accounts.45.3Alpha Bazaar Portfolios APILinked brokerage portfolios45.1Pred Portfolio APIPortfolio, balance, positions, and open orders. **Endpoints:** - Balance: `GET /api/v1/portfolio/balance` -...44.6Arkham Portfolio APIThe Portfolio API from Arkham — 4 operation(s) for portfolio.43.2Venue Authority Portfolios APIThe Portfolios API from Venue Authority — 4 operation(s) for portfolios.42.0AtlasYield Portfolio APIThe Portfolio API from AtlasYield — 1 operation(s) for portfolio.41.0OpenProject Portfolios APIPortfolios are one of the types of [workspaces](https://www.openproject.org/docs/api/endpoints/workspaces) ...40.82X Portfolios APIThe portfolios API from 2X — 2 operation(s) for portfolios.40.3ARGUS Enterprise Portfolios APIOrganize and manage property portfolios39.7Bloomberg Buyside Enterprise Solutions Portfolios APICreate, read, update, and delete portfolio definitions39.3Fluxito Portfolio APIThe Portfolio API from Fluxito — 2 operation(s) for portfolio.39.3
Thin 34 Limited public surface area
Zerodha Portfolio APIThe Portfolio API from Zerodha — 4 operation(s) for portfolio.37.4evidinvest-com Portfolio APIThe Portfolio API from evidinvest-com — 2 operation(s) for portfolio.37.2DBT Capital Portfolio APIClient portfolio management36.0Dwellir APIDwellir API as documented publicly: 19 operations. Contract generated from the documentation by API Evangel...36.0polystrike-xyz Portfolio APIThe portfolio API from polystrike-xyz — 2 operation(s) for portfolio.35.8Bitvore Portfolio APIPortfolio API35.2Unstoppable Domains Portfolio APIManage owned domains (requires authentication)35.2DriveWealth Portfolios APIThe Portfolios API from DriveWealth — 3 operation(s) for portfolios.34.5Goldman Sachs Hedging Services APIThe Hedging Services API lets institutional clients tailor portfolio exposures and risks using Goldman Sach...34.3Goldman Sachs Portfolio Services APIThe Portfolio Services API lets institutional clients programmatically manage the portfolio lifecycle from ...34.3SynFutures Portfolio APIUser info, balances, and positions33.7Craft.io Portfolio APIREST API providing access to portfolio data including portfolio items, portfolio custom fields, and termino...32.6Craft.io Portfolios APIThe Portfolios API from Craft.io — 3 operation(s) for portfolios.32.6Fincura Portfolios APIPortfolios allow for grouping Borrowers.32.6InboxGuard Portfolio APIAgency portfolio: org-wide multi-domain rollup and client grouping.32.3Alchemy Portfolio APIREST endpoints aggregating multi-chain wallet balances, NFTs, and tokens in a single call.31.9Aladdin Studio Portfolios APIPortfolio metadata and management operations31.7Interactive Brokers Portfolio APIPortfolio positions and account summaries30.0Propertyware Portfolios APIResources providing access to portfolios.30.0FDX Investment APIRESTful endpoints for retrieving investment account data including holdings, positions, investment transact...29.7OpenMarkets Group APIOpenMarkets Group API as documented publicly: 56 operations. Contract generated from the documentation by A...29.2eToro Portfolio and Account APIProvides REST endpoints for accessing account-level financial data including aggregated balances across all...29.1Datia APIData platform API for sustainable finance, providing ESG, SDG, stewardship and compliance data.29.0Datia Portfolios APIThe Portfolios API from Datia — 2 operation(s) for portfolios.29.0Kalshi Portfolio APIPortfolio and balance information endpoints28.9Firmenwatch Portfolios APIGrosse ERP- und CRM-Bestaende resumierbar bereitstellen und erst beim Commit atomar als ueberwachtes Portfo...28.3Guava Wallet Intelligence APIGuava Wallet Intelligence API as documented publicly: 35 operations. Contract generated from the documentat...28.2E*TRADE from Morgan Stanley - Accounts APIE*TRADE from Morgan Stanley operates a genuinely public, self-service developer platform whose REST Account...27.71inch Portfolio APIThe Portfolio API from 1inch — 1 operation(s) for portfolio.27.61inch Portfolio APIPortfolio composition, P&L, and historical valuation across supported networks.27.6p0stman AI Context APIThree anonymous JSON endpoints documented in agents.md for agents that do not speak MCP: GET /api/ai/contex...27.4p0stman MCP ServerLive, anonymous, remote Model Context Protocol server at https://p0stman.com/api/mcp (JSON-RPC 2.0 over HTT...27.4Nansen REST APIREST API surfacing Nansen's on-chain intelligence: smart-money flows, profiler (wallet labels and balances)...26.8ClawTerminal Portfolios APIPublic portfolios with risk analytics.26.3
Emerging 10 Early or largely undocumented
Murex Portfolios APITrading portfolio and book management25.8MSCI Optimization Service APIPortfolio optimization service from MSCI Quantitative Investment Solutions supporting portfolio and tax-lot...23.8Veli Portfolios APIUser portfolio creation and management22.8Cowrywise Embed APIInvestment-as-a-service REST API that allows developers to embed regulated investment products (savings, mu...22.3Nexo Pro Trading APIREST and WebSocket API for advanced crypto trading on Nexo Pro. Supports spot trading, futures, TWAP orders...21.7Redaptive ONE Core APIThe core API gateway behind the Redaptive ONE platform, serving the account, portfolio and building-insight...21.31inch Portfolio APICross-chain portfolio aggregation — wallet positions, protocol exposures, profit and loss, fees, and value ...20.3Bloomberg Tax Research APIProgrammatic access to Bloomberg Tax research content including tax portfolios, practitioner analysis, prim...15.4Ava APIAva API as documented publicly: 18 operations. Contract generated from the documentation by API Evangelist ...15.0Stash Investing APIStash provides a mobile-first investing and banking platform enabling fractional share purchases, automated...11.6
Minimal 3 Almost no public developer surface
Hundsun Wealth Management PlatformWealth management platform for banks and wealth managers covering portfolio management, product distributio...8.6ServicingLease and loan servicing covering invoicing, collections, portfolio management, and asset-level financial t...7.2Wren Portfolios APIList available portfolios and their projects5.8

Companies reaching this through an API (101)

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 Alpha Bazaar Altruist Amazon Service Catalog Arena ARGUS Enterprise Arkham AtlasYield Ava Bitvore Bloomberg Buyside Enterprise Solutions Bloomberg Tax Research Bullion API Carta Chord ClawTerminal Coinbase Copper.co Cowrywise CrawlCheck Cymetica Datia DBT Capital digitalpublic-com DoorLoop DriveWealth DTN Dun & Bradstreet Dwellir Equity Rank eToro evidinvest-com Factset Figment Financial Data Exchange (FDX) Fincura Finicity Firmenwatch Fluxito Goldman Sachs Groww Guava Wallet Intelligence Hundsun Technologies IMMIX InboxGuard
Show all 101 companies ↓
Jira Kalshi Kamino Knownwell kokofinance-net LeaseAccelerator Lighter Measurabl Mesh Mesh Connect Morgan Stanley Morningstar MSCI Murex Nansen Nexo Odessa Technologies Ondo Finance Open Poker OpenMarkets Group OpenProject OutSystems p0stman philidor-io polystrike-xyz Pred Propertyware Recorded Future Redaptive ReqArchitect SecurityScorecard Skai (Kenshoo) Smart Pension Spiko Stash studiomeyer-io SynFutures Taskfolk Thomson Reuters Totalis Unstoppable Domains Uphold Upstox Upvest Valimail Veli Venue Authority Wren Xpansiv ZenLedger Zerodha

Score breakdown

Frequency
61.8
log-scaled weighted occurrences
Breadth
0.8
spread across providers
Quality lift
13.8
mean composite of providers using it
Cohesion
5.7
strength of nearest seed neighbor

Related tags

Instruments 10 co-occurrences Trading 26 co-occurrences Market Data 25 co-occurrences Exchange 13 co-occurrences Investing 13 co-occurrences Stocks 12 co-occurrences Transaction 25 co-occurrences

Where this tag comes from

Api tag106
Provider tag63
Openapi tag68
Openapi op tag251

Cohort brief

Auto-generated

The 47 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
47
of 63 in the catalog
Mean Kin Score
16.9
-7.2 vs catalog 24.1
Mean Agent Readiness
8.9
-5.2 vs catalog 14.1
Spread
0–59.3
median 9.7 · σ 16.7
How the 47 split by band
Exemplar 0Strong 2Developing 3Thin 9Emerging 8Minimal 25
Facet averages, against the whole catalog
FacetThis cohortCatalogDifferenceScored
Contract Governance 6.1 9.7 -3.6 47
Access Clarity 25 30 -5 47
Operational Transparency 8 13.2 -5.2 47
Discoverability 52.7 59.1 -6.4 47
Contract Quality 11.5 18.6 -7.1 47
Developer Ergonomics 14 24.5 -10.5 47

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) 21% 18% +3
MCP server (first-party) 19% 16% +3
Agent Skills 0% 0% 0
OAuth scopes 8% 13% -5
Security 98% 99% -1
Arazzo workflows 2% 1% +1
Governance rules 25% 36% -11

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 59.3
  2. 2 Octav 58.1
  3. 3 audit.domains 54.2
  4. 4 kryptos-io 49.4
  5. 5 Bitpanda 46
  6. 6 Trading 212 38.3
  7. 7 FiLot 35.1
  8. 8 ChainFolioAI 34.3
  9. 9 Craft.io 32.6
  10. 10 Forced Alpha 31
Top by Agent Readiness
  1. 1 Craft.io 50.3
  2. 2 audit.domains 48.8
  3. 3 Zerion 38.6
  4. 4 Forced Alpha 33.5
  5. 5 Octav 28.9
  6. 6 Bitpanda 26
  7. 7 Trading 212 24.8
  8. 8 Interactive Brokers 24.7
  9. 9 kryptos-io 22.5
  10. 10 ChainFolioAI 22.1
All 63 members of this roster resolve to a provider in the catalog; 47 carry a score (75%). The figures above describe the scored members only.
Coverage caveat. 41 of 47 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

One button, every client — Claude, Cursor, VS Code and the rest.

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

curl for this page
This tag 
curl "https://apis.io/api/v1/tags/portfolio"
All tags 
curl "https://apis.io/api/v1/tags?limit=25"
As a scored cohort (paid plan)
The distribution (Pro)

Calls without X-API-Key need no key. Calls with it need a paid plan — get a key.

Get an API key

Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.

GitHub Google LinkedIn

A second provider on the same verified email joins the account you already have.