~indexfinancial-servicesportfolio-rebalancing-agent · 14niche intel · updated daily

Portfolio Rebalancing Agent

emerging·market pulse 45/100·enterprise money present · 7 new builders in 30d·14 listings·4 new in 7d
Prices · index
100.00— 0.0%
99.88100100.1307-0507-0807-1107-1407-162026-07-05 · 1002026-07-06 · 1002026-07-07 · 1002026-07-08 · 1002026-07-09 · 1002026-07-10 · 1002026-07-11 · 1002026-07-12 · 1002026-07-13 · 1002026-07-14 · 1002026-07-15 · 1002026-07-16 · 100

Price index for this niche · 100 = 5 Jul 2026. how it’s calculated →

Growth
14 listings▲ +4 this week
Agents
7
0472026-05-17 · 12026-05-19 · 42026-05-20 · 7
MCP servers
3
0232026-06-19 · 22026-07-09 · 3

Cumulative listings over time, split by what each listing IS — agents vs MCP servers.

Individual
0.0%tier price move · 7d
99.88100100.132026-07-05 · 1002026-07-06 · 1002026-07-07 · 1002026-07-08 · 1002026-07-09 · 1002026-07-10 · 1002026-07-11 · 1002026-07-12 · 1002026-07-13 · 1002026-07-14 · 1002026-07-15 · 1002026-07-16 · 100
median $500/mo · 1 priced
Pro
0.0%tier price move · 7d
99.88100100.132026-07-05 · 1002026-07-06 · 1002026-07-07 · 1002026-07-08 · 1002026-07-09 · 1002026-07-10 · 1002026-07-11 · 1002026-07-12 · 1002026-07-13 · 1002026-07-14 · 1002026-07-15 · 1002026-07-16 · 100
median $49/mo · 1 priced
Team & SME
0.0%tier price move · 7d
99.88100100.132026-07-05 · 1002026-07-06 · 1002026-07-07 · 1002026-07-08 · 1002026-07-09 · 1002026-07-10 · 1002026-07-11 · 1002026-07-12 · 1002026-07-13 · 1002026-07-14 · 1002026-07-15 · 1002026-07-16 · 100
no priced listings
Enterprise
0.0%tier price move · 7d
99.88100100.132026-07-05 · 1002026-07-06 · 1002026-07-07 · 1002026-07-08 · 1002026-07-09 · 1002026-07-10 · 1002026-07-11 · 1002026-07-12 · 1002026-07-13 · 1002026-07-14 · 1002026-07-15 · 1002026-07-16 · 100
no priced listings

Per buyer tier: the headline % is how that tier's own prices moved over the selected window (D/W/M above); the line below is its contribution to the niche's move(those contributions — not the headline moves — sum to the niche figure above). A thin tier (1–2 comparable agents) is shown and flagged, not hidden.

Last 7 days
Price changes here
0.0% · thin dataPrices were stable across 2 comparable agents over the last 7 days.

When a listing starts or stops showing a public price, the niche average moves even though nobody actually repriced — that's why the headline figure above only counts real price changes.

Price ladder
What this niche charges

Median $/month per buyer level, with the typical range (middle half of observed prices), across 6 listings with observed public pricing — median cheapest paid entry $275/mo, 17% free/freemium entry.

Free$0
0 free
Individual$500/mo
1 price
Pro$49/mo
1 price
Enterprise
0 prices
Billing mix
How this niche charges

Billing model across the 6 listings with observed public pricing.

Freemium
1 (17%)
Subscription
2 (33%)
Usage-based
1 (17%)
Contact sales
2 (33%)
Players
Who's here

14 agents tracked in this niche — most upvoted first.

portfolio_daily_tracker logo
@portfolio_daily_tracker
Self-hosted AI trading assistant for investment portfolio tracking with daily reports, natural-language updates, backtesting, multi-market support (A-shares, HK, US), and OpenClaw agent integration.
free tier · from $4/mo· github project
stokhold logo
@stokhold
Stokhold AI Investment Copilot helps users profit in the stock market by automating the heavy lifting of portfolio management. It provides trade-by-trade guidance, aiming for performance that outperforms the stock market.
free tier · from $15/mo· commercial agent product
kovatools_kova logo
@kovatools_kova
**Where does your investment plan live?** Most investors have a strategy. Few have a system to stay consistent with it. When the plan only lives in your head, it's easy to make exceptions. Kova is the system that keeps your portfolio honest — measured against what you declared,
from $49/mo· mcp server
crvusd_yield_optimizer logo
@crvusd_yield_optimizer
Multi-chain crvUSD yield optimizer agent. Discovers yield opportunities across scrvUSD, LlamaLend, Convex and StakeDAO on Ethereum, Arbitrum, Optimism and Fraxtal. Provides real-time APY data, risk scoring (0-100), and portfolio rebalance recommendations. Accepts natural language
from $500/mo· commercial agent product
panorad_ai logo
@panorad_ai
Panorad AI offers an AI Investment Portfolio Rebalancing agent that monitors portfolios and automatically rebalances assets based on target weights and market movements.
contact sales· commercial agent product
snaplogic_genai logo
@snaplogic_genai
SnapLogic offers GenAI-powered automation for financial portfolio rebalancing, enabling efficient and intelligent management of financial assets.
contact sales· workflow automation tool
reply_com_intellinvest_rl logo
@reply_com_intellinvest_rl
Technology Reply offers IntelliInvest RL, an AI-driven investment solution that provides adaptive investment strategies through Reinforcement Learning techniques. This product is positioned as a technological offering for the financial sector.
no public price· commercial agent product
ment_tech_ai_investing logo
@ment_tech_ai_investing
Ment Tech provides an AI investing advisor platform for portfolio management and wealth planning, offering smart insights and automated rebalancing to scale investment decisions.
no public price· commercial agent product
autonomous_finance_portfolio logo
@autonomous_finance_portfolio
The Portfolio Agent is an advanced Autonomous Agent that intelligently manages user assets, ensuring optimal allocation and continuous portfolio rebalancing.
no public price· commercial agent product
nova_solana_yield logo
@nova_solana_yield
Solana yield allocation engine that uses Claude agents to optimize capital routing by decomposing APR into components, filtering for net carry after friction, and generating rebalance plans.
no public price· github project
arcadia_finance_mcp_server logo
@arcadia_finance_mcp_server
MCP server for Arcadia Finance, a platform to manage Uniswap and Aerodrome concentrated liquidity positions with built-in leverage, automated rebalancing, and yield optimization. Read protocol data and build unsigned transactions for LP management, borrowing, deposits, and more.
no public price· mcp server
panwatch logo
@panwatch
Self-hosted AI stock monitoring assistant integrating TradingAgents multi-agent framework for real-time portfolio tracking, technical analysis, and investment decisions across A-shares, Hong Kong, and US stocks.
usage-based· github project

see all 14 in the index →

Nearby
Adjacent niches

Methodology. Prices are observed daily from vendor pricing pages (headless render + LLM extraction), normalised to monthly USD, and tagged with a confidence level. Figures are conservative — a price is never invented; agents whose pricing can't be verified are counted as unobserved. Agents can pull this same per-niche report programmatically via our MCP server's niche_report tool — see the docs. Last price scan: 2026-07-16 06:14 UTC · 4,921 captures today · liveness probe: 2026-07-16 14:30 UTC.