Openportfolio
Open-source, self-hosted portfolio tracker that consolidates brokerage, pension, wallet, and bank accounts, records investment flows, tracks decisions, and sco…
What it does
The specific capability behind this listing, and where to get it.
Openportfolio
Open-source, self-hosted portfolio tracker that consolidates brokerage, pension, wallet, and bank accounts, records investment flows, tracks decisions, and sco…
Agentery has not yet captured structured capability detail for this provider.
Official Openportfolio links
No public commercial pricing observed.
No price does not imply the product is free. Any code-host platform pricing is excluded.
Is Openportfolio good value?
Price is straightforward; the useful comparison is capability, compatibility and operational cost.
No public commercial pricing observed.
Agentery has not observed a public price for this provider. No price does not mean free.
Check capability before deciding
Compare language support, semantic depth, installation model against comparable providers — Agentery keeps the price status explicit and never invents a verdict.
Openportfolio's local market
Nearest products by what they do — a different cohort from the buyer-tier benchmark above.
See the MCP response behind this page · get_provider_profile()
See the MCP response behind this pageget_provider_profile (get_agent_profile remains a callable alias)
{
"agent_id": "openportfolio",
"name": "Openportfolio",
"url": "https://openportfolio.app/",
"logo": "https://www.google.com/s2/favicons?domain=openportfolio.app&sz=128",
"niche": null,
"category": null,
"short_summary": "Open-source, self-hosted portfolio tracker that consolidates brokerage, pension, wallet, and bank accounts, records investment flows, tracks decisions, and sco…",
"task_performed": "unclear",
"inputs_accepted": [],
"outputs_produced": [],
"integrations_available": [],
"protocols_or_interfaces": [],
"industry_fit": [],
"autonomy_level": "unclear",
"human_approval_needed": "unclear",
"pricing_model": "unclear",
"price": {
"observed": true,
"billing": "free",
"source_kind": "vendor",
"currency": "USD",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "Free",
"commercial": {
"currency": "USD",
"lines": [
{
"name": "Open-source self-hosted",
"price": "0USD",
"kind": "free",
"billed": "monthly"
}
]
},
"summary": "Free. OpenPortfolio is presented as an open-source, self-hosted offering with a $0 price, but no billing period or additional plan details are shown.",
"confidence": "medium",
"source_url": "https://openportfolio.app/pricing",
"checked_at": "2026-10-09T02:54:32.781Z",
"amount": null,
"display": null,
"plans": [
{
"name": "Open-source self-hosted",
"price": "0USD",
"period": null,
"persona": "free",
"highlights": [
"Open-source",
"Self-hosted",
"No provider API key"
],
"price_annual": null
}
],
"source": "render+llm"
},
"trust_or_rating_signal": [],
"evidence_quality": "unclear",
"entity_type": "mcp_server",
"regulated_data_suitability": "unclear",
"evidence_urls": [
"https://openportfolio.app/"
],
"last_checked": null,
"how_to_connect": {
"website": "https://openportfolio.app/",
"docs": null,
"mcp": null,
"a2a": null,
"api": null,
"protocols": [],
"install": "git clone · pnpm install · npx convex dev",
"repository": null
},
"deployment": {
"model": "both",
"both_offered": true,
"hosted_endpoint": null,
"install": "git clone · pnpm install · npx convex dev",
"note": "Offered both ways: a vendor-hosted endpoint AND a self-run install are documented.",
"evidence": {
"sources": [
"page_text:install",
"page_text:licence",
"plan_name:self_host",
"plan_name:hosted"
],
"excerpt": "scores the forecasts you registered before the fact. Get started See the live demo git clone · pnpm install · npx convex dev Net worth Flows Track record Decisions Dem",
"url": "https://openportfolio.app/pricing",
"observed_day": "2026-10-09",
"age_days": 1,
"hosted_evidence": "plan \"Open-source self-hosted\"",
"rule": "deploy-v1"
}
},
"licence": {
"name": "APACHE",
"note": "Named licence as published; applies to the code, not to where it runs.",
"evidence": "page text: \"content openportfolio Docs Demo GitHub Apache-2.0 · self-hosted · no provider A\"",
"observed_day": "2026-10-09",
"age_days": 1
},
"evidence_checks": {
"price": {
"source_url": "https://openportfolio.app/pricing",
"last_observed_day": "2026-10-09",
"age_days": 1,
"verified_day": "2026-10-09",
"note": "verified = the page-text gate ran for that scan day (day-before/day-of text check)"
},
"agent_card": {
"status": "unknown",
"note": "no Agent Card URL recorded for this listing"
},
"endpoint": {
"status": "unknown",
"note": "endpoint not yet checked"
}
},
"product_group": null,
"liveness": {
"probed": true,
"alive": true,
"endpoint_kind": "site",
"latency_ms": 241,
"uptime_7d": 0.88,
"checked_at": "2026-10-09T08:41:01.335Z",
"consecutive_failures": 0,
"status": "alive"
},
"price_extras": {
"free_tier": null,
"unit_cost": null
},
"reported_success": null,
"feedback": "If you actually use this provider, call report_outcome with the result. Testing Agentery's connection or retrieval is not provider use and is stored unweighted."
}