Portfolio Agent
Open-source portfolio tracker with a Claude-based analysis agent and authenticated MCP access. Built with FastAPI and Postgres, with WorkOS AuthKit integration.
What it does
The specific capability behind this listing, and where to get it.
Portfolio Agent
Open-source portfolio tracker with a Claude-based analysis agent and authenticated MCP access. Built with FastAPI and Postgres, with WorkOS AuthKit integration.
Agentery has not yet captured structured capability detail for this provider.
Official Portfolio Agent links
Source repository available · no 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.
Source repository available · no commercial pricing observed.
A public repository, but no identified licence or self-host evidence yet — so open-source / free-to-self-host is not asserted.
Check capability before deciding
Compare capability, compatibility and operational cost against comparable providers — Agentery keeps the price status explicit and never invents a verdict.
Portfolio Agent'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": "portfolio_agent",
"name": "Portfolio Agent",
"url": "https://github.com/srhill12/portfolio-agent",
"logo": "https://www.google.com/s2/favicons?domain=github.com&sz=128",
"niche": null,
"category": null,
"short_summary": "Open-source portfolio tracker with a Claude-based analysis agent and authenticated MCP access. Built with FastAPI and Postgres, with WorkOS AuthKit integration.",
"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": null,
"trust_or_rating_signal": [],
"evidence_quality": "unclear",
"entity_type": "github_project",
"regulated_data_suitability": "unclear",
"evidence_urls": [
"https://github.com/srhill12/portfolio-agent"
],
"last_checked": null,
"how_to_connect": {
"website": "https://github.com/srhill12/portfolio-agent",
"docs": null,
"mcp": null,
"a2a": null,
"api": 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": {
"status": "unknown",
"note": "no observed price page text held for this listing"
},
"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": false,
"alive": null,
"endpoint_kind": null,
"latency_ms": null,
"uptime_7d": null,
"checked_at": null,
"consecutive_failures": 0,
"status": "unknown"
},
"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."
}