AI Investment Portfolio Rebalancing agent

{
  "agent_id": "panorad_ai",
  "name": "AI Investment Portfolio Rebalancing agent",
  "url": "https://panorad.ai/agents/investment_portfolio_rebalancing",
  "logo": "https://agentery.com/logos/CP-MPTTX7-ld256.png",
  "niche": "portfolio-rebalancing-agent",
  "category": "financial-services",
  "short_summary": "monitors investment portfolios and automates rebalancing of assets, analyzes documents and workflow context to generate insights and flag anomalies for wealth…",
  "task_performed": "monitors investment portfolios and automates rebalancing of assets, analyzes documents and workflow context to generate insights and flag anomalies for wealth management teams",
  "inputs_accepted": [
    "documents and files (CSV",
    "Excel",
    "PDF",
    "JSON)",
    "records",
    "correspondence",
    "and enterprise workflow context"
  ],
  "outputs_produced": [
    "evidence-linked summaries",
    "interactive charts",
    "identified trends",
    "actionable recommendations",
    "reports",
    "approvals",
    "and next-step workflows"
  ],
  "integrations_available": [],
  "protocols_or_interfaces": [],
  "industry_fit": [
    "finance (wealth management",
    "financial services & banking)"
  ],
  "autonomy_level": "workflow automation",
  "human_approval_needed": "always required",
  "pricing_model": "enterprise/contact sales",
  "price": {
    "observed": true,
    "billing": "contact_sales",
    "source_kind": "vendor",
    "currency": "USD",
    "lowest_monthly_usd": null,
    "monthly_usd": null,
    "headline": "Contact sales (no public price)",
    "commercial": {
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      "lines": [
        {
          "name": "Workflow review",
          "price": "Contact sales",
          "kind": "custom"
        },
        {
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          "price": "Contact sales",
          "kind": "custom"
        },
        {
          "name": "Partner or multi-entity rollout",
          "price": "Contact sales",
          "kind": "custom"
        }
      ]
    },
    "summary": "Contact sales (no public price). Panorad uses deployment-scoped enterprise pricing based on workflow, infrastructure, governance, integrations, and rollout requirements rather than publishing fixed self-serve rates.",
    "confidence": "high",
    "source_url": "https://panorad.ai/pricing",
    "checked_at": "2026-10-29T02:44:05.665Z",
    "amount": null,
    "display": null,
    "plans": [
      {
        "name": "Workflow review",
        "price": "Contact sales",
        "period": null,
        "persona": "enterprise",
        "highlights": [
          "Workflow scoping and deployment review",
          "Data residency and control mapping",
          "Initial success criteria and rollout plan"
        ]
      },
      {
        "name": "Production deployment",
        "price": "Contact sales",
        "period": null,
        "persona": "enterprise",
        "highlights": [
          "Infrastructure and integration planning",
          "Role-based access, metadata, and audit setup",
          "Team enablement and go-live support"
        ]
      },
      {
        "name": "Partner or multi-entity rollout",
        "price": "Contact sales",
        "period": null,
        "persona": "enterprise",
        "highlights": [
          "White-label or partner delivery model",
          "Commercial packaging and rollout design",
          "Expansion across multiple teams or organizations"
        ]
      }
    ],
    "source": "render+llm"
  },
  "trust_or_rating_signal": [
    "SOC 2 controls stated",
    "security review packet",
    "in-tenant/private deployment"
  ],
  "evidence_quality": "medium",
  "entity_type": "agent",
  "regulated_data_suitability": "possibly suitable (SOC2 stated)",
  "evidence_urls": [
    "https://panorad.ai/agents/investment_portfolio_rebalancing"
  ],
  "last_checked": "2026-10-29",
  "profile_checked": "2026-06-16",
  "price_checked": "2026-10-29",
  "how_to_connect": {
    "website": "https://panorad.ai/agents/investment_portfolio_rebalancing",
    "docs": "https://panorad.ai/api",
    "mcp": null,
    "a2a": null,
    "api": {
      "docs_url": "https://panorad.ai/api",
      "endpoint": null
    },
    "protocols": [],
    "install": null,
    "repository": null
  },
  "deployment": {
    "model": "unknown",
    "both_offered": false,
    "hosted_endpoint": null,
    "install": null,
    "note": "No deployment evidence held — Agentery has no endpoint, install instruction or directory attribute for this listing.",
    "evidence": null
  },
  "licence": {
    "name": null,
    "note": "No named licence found in the retained page text or source attributes. A public repository alone does not establish an open-source licence.",
    "evidence": null
  },
  "evidence_checks": {
    "price": {
      "source_url": "https://panorad.ai/pricing",
      "last_observed_day": "2026-10-29",
      "age_days": 0,
      "verified_day": null,
      "note": "from the listing's current price record; no separate page-text verification is held"
    },
    "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": 392,
    "uptime_7d": 1,
    "checked_at": "2026-10-29T02:42:01.724Z",
    "consecutive_failures": 0,
    "status": "alive"
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  "price_extras": {
    "free_tier": null,
    "unit_cost": null
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  "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."
}