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Portfolio Agent

docs.autonomous.finance/products/platforms/dexi/create-autonomous-agents/portfolio-agent official website

autonomously manages user crypto assets via optimal allocation and continuous portfolio rebalancing, including yield optimization across LP pools and lending m…

agent
Agentery price verdictNo pricing observed
Billing model
Last checked28 Jul 2026pricing & liveness

What it does

The specific capability behind this listing, and where to get it.

autonomously manages user crypto assets via optimal allocation and continuous portfolio rebalancing, including yield optimization across LP pools and lending markets

crypto wallet connection, funds (AO tokens), and agent configuration inputs (agent name, quote token, portfolio tokens, allocation percentages, deviation percentage, slippage tolerance → automated buy/sell rebalancing trades, asset allocation adjustments, performance metrics (PnL, rebalance frequency, net worth), allocation charts, rebalance history, and withdrawal summaries
AO NetworkUniswap V2-type poolscrypto walletDexiLiquidity PoolsLending Marketsautonomy: agentic
Price status · observed daily

No public commercial pricing observed.

No price does not imply the product is free. Any code-host platform pricing is excluded.

Is Portfolio Agent good value?

Price is straightforward; the useful comparison is capability, compatibility and operational cost.

No price benchmark

No public commercial pricing observed.

Agentery has not observed a public price for this provider. No price does not mean free.

Observed commercial pricenone
NichePortfolio Rebalancing Agent
Price benchmarknot applicable
What to compare instead

Check capability before deciding

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Comparable Portfolio Rebalancing Agent

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See the MCP response behind this page · get_agent_profile()
See the MCP response behind this pageget_agent_profile
{
  "agent_id": "autonomous_finance_portfolio",
  "name": "Portfolio Agent",
  "url": "https://docs.autonomous.finance/products/platforms/dexi/create-autonomous-agents/portfolio-agent",
  "logo": "https://agentery.com/logos/CP-88CVPF-ld256.png",
  "niche": "portfolio-rebalancing-agent",
  "category": "financial-services",
  "short_summary": "autonomously manages user crypto assets via optimal allocation and continuous portfolio rebalancing, including yield optimization across LP pools and lending m…",
  "task_performed": "autonomously manages user crypto assets via optimal allocation and continuous portfolio rebalancing, including yield optimization across LP pools and lending markets",
  "inputs_accepted": [
    "crypto wallet connection",
    "funds (AO tokens)",
    "and agent configuration inputs (agent name",
    "quote token",
    "portfolio tokens",
    "allocation percentages",
    "deviation percentage",
    "slippage tolerance",
    "investment amount)"
  ],
  "outputs_produced": [
    "automated buy/sell rebalancing trades",
    "asset allocation adjustments",
    "performance metrics (PnL",
    "rebalance frequency",
    "net worth)",
    "allocation charts",
    "rebalance history",
    "and withdrawal summaries"
  ],
  "integrations_available": [
    "AO Network",
    "Uniswap V2-type pools",
    "crypto wallet",
    "Dexi",
    "Liquidity Pools",
    "Lending Markets"
  ],
  "protocols_or_interfaces": [],
  "industry_fit": [
    "finance (DeFi / crypto asset management)"
  ],
  "autonomy_level": "agentic",
  "human_approval_needed": "unclear",
  "pricing_model": "unclear",
  "price": {
    "observed": false,
    "billing": "not_found",
    "currency": null,
    "lowest_monthly_usd": null,
    "monthly_usd": null,
    "headline": "No public price found",
    "summary": "No public price found on the vendor site.",
    "confidence": "high",
    "source_url": "https://docs.autonomous.finance/products/platforms/dexi/create-autonomous-agents/portfolio-agent",
    "checked_at": "2026-07-26T04:43:00.136Z",
    "amount": null,
    "display": null,
    "plans": [],
    "source": "render+llm"
  },
  "trust_or_rating_signal": [],
  "evidence_quality": "high",
  "entity_type": "agent",
  "regulated_data_suitability": "unclear",
  "evidence_urls": [
    "https://docs.autonomous.finance/products/platforms/dexi/create-autonomous-agents/portfolio-agent"
  ],
  "last_checked": "2026-06-16",
  "how_to_connect": {
    "website": "https://docs.autonomous.finance/products/platforms/dexi/create-autonomous-agents/portfolio-agent",
    "docs": null,
    "mcp": null,
    "a2a": null,
    "api": null,
    "protocols": []
  },
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 730,
    "uptime_7d": 1,
    "checked_at": "2026-07-28T02:31:24.888Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": null,
    "unit_cost": null
  },
  "reported_success": null,
  "feedback": "If you use this listing, call report_outcome afterwards — it sharpens rankings for everyone including you."
}