Portfolio Rebalancing Agent
Query this niche via MCP
market_report({ query: "Portfolio Rebalancing Agent", response_mode: "summary" })Agents · median
MCP servers · median
All plans — Agents vs MCPs
each dot = one provider · log scaleNo providers priced at the All tier yet.
All plans
0 pricedProvidervs its cohort medianMonthly
Position is relative to the provider's own delivery-type median at this tier — never a blended one.
What the figures on this page are. This page is Agentery's fixed-niche view of Portfolio Rebalancing Agent (latest observation 2026-10-16T03:43:44.171Z). The headline medians above are computed from that data per delivery type and buyer-tier tab: on a tier tab, the median of each provider's plan at that tier; on “All”, every priced plan point across tiers pooled. Small cohorts show as “too few” rather than a median. The embedded response below is the broader fixed-niche report: its
by_provider_type.*.median pools all tiers, pricing.byPersona.* is per buyer tier, and the unit cohorts (e.g. Pro flat) are per tier and billing unit — so those blocks legitimately differ from one headline figure. Over MCP today the advertised tools are market_report (a semantic neighbourhood for your query, not this fixed niche) and price_benchmark (query/task); niche_report stays callable as a legacy alias. Their cohorts are defined differently, so their numbers can differ from this page.market_reportprice_benchmark
See the MCP response behind this pagefixed-niche report (legacy niche_report alias, full mode) — broader than the headline figure
{
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"index_series": {
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{
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"methodology": "Chained daily price index, base 100 on the first priced scan day (29 Jun 2026). The overall index is the COMPOSITE of the four buyer-tier indices (individual / pro / team&sme / enterprise): each day it moves by the equal-weighted average of the tiers' moves. Each tier index is like-for-like — only agents priced on both consecutive scan days (per-agent ratios, geometric mean, clipped to [0.2, 5]) — so composition changes (agents revealing or hiding prices) can never move it."
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"top_agents": [
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"url": "https://docs.autonomous.finance/products/platforms/dexi/create-autonomous-agents/portfolio-agent",
"short_summary": "autonomously manages user crypto assets via optimal allocation and continuous portfolio rebalancing, including yield optimization across LP pools and lending m…",
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"upvotes": 0
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{
"agent_id": "kova",
"name": "Kova",
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"headline": "From $49/mo (billing period unverified: page has a Monthly/Annual toggle)",
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"evidence_quality": "high",
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{
"agent_id": "arcadia_finance_mcp_server",
"name": "Arcadia Finance",
"url": "https://arcadia.finance/",
"short_summary": "manages Uniswap and Aerodrome concentrated liquidity positions with built-in leverage, automated rebalancing, and yield optimization",
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},
"evidence_quality": "medium",
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},
{
"agent_id": "folionomiq",
"name": "Folionomiq",
"url": "https://folionomiq.com/connect",
"short_summary": "Measures a stock/ETF portfolio from its price history, in plain sentences.\n\n- **How many real bets** the holdings add up to (correlation, not ticker count)\n- *…",
"price": {
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"observed": true,
"billing": "free",
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"monthly_usd": null,
"headline": "Free",
"summary": "Free. Folionomiq offers its AI assistant portfolio measurement connection for free, with no account, login, or API key required."
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{
"agent_id": "ment_tech_ai_investing",
"name": "Ment Tech Ai Investing",
"url": "https://ment.tech/ai-investment-advisor-platform",
"short_summary": "provides AI-powered investment advisory including portfolio management, automated rebalancing, risk profiling, financial planning, and personalized investment…",
"price": {
"observed": false,
"billing": "not_found",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "No reliable public SaaS pricing is shown on the available homepage content."
},
"evidence_quality": "medium",
"upvotes": 0
},
{
"agent_id": "palus_finance",
"name": "Palus Finance",
"url": "https://palus.finance/",
"short_summary": "automatically invests a company's idle reserve cash into short-duration agency mortgage-backed securities to earn higher yield",
"price": {
"observed": false,
"billing": "not_found",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "Palus states that it charges by the month but does not publish a numeric price in the supplied homepage content."
},
"evidence_quality": "medium",
"upvotes": 0
},
{
"agent_id": "panorad_ai",
"name": "AI Investment Portfolio Rebalancing agent",
"url": "https://panorad.ai/agents/investment_portfolio_rebalancing",
"short_summary": "monitors investment portfolios and automates rebalancing of assets, analyzes documents and workflow context to generate insights and flag anomalies for wealth…",
"price": {
"commercial": {
"currency": "USD",
"lines": [
{
"name": "Workflow review",
"price": "Contact sales",
"kind": "custom"
},
{
"name": "Production deployment",
"price": "Contact sales",
"kind": "custom"
},
{
"name": "Partner or multi-entity rollout",
"price": "Contact sales",
"kind": "custom"
}
]
},
"observed": true,
"billing": "contact_sales",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "Contact sales (no public price)",
"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."
},
"evidence_quality": "medium",
"upvotes": 0
},
{
"agent_id": "philidor_defi",
"name": "Philidor Defi",
"url": "https://philidor.io",
"short_summary": "scores, monitors, and governs on-chain DeFi capital through independent risk models, assigning each vault a composite risk score (0-10) and tier (Prime/Core/Ed…",
"price": {
"commercial": {
"rates": [
{
"line": "Lookup",
"per": "per unit",
"text": "$0.01 per unit"
},
{
"line": "Search",
"per": "per unit",
"text": "$0.04 per unit"
},
{
"line": "Compare",
"per": "per unit",
"text": "$0.07 per unit"
},
{
"line": "Report",
"per": "per unit",
"text": "$0.5 per unit"
},
{
"line": "Product",
"per": "per unit",
"text": "$2.5 per unit"
}
],
"currency": "USD",
"lines": [
{
"name": "Data",
"price": "Request pricing",
"kind": "unknown"
},
{
"name": "Decisioning",
"price": "Request pricing",
"kind": "unknown"
},
{
"name": "Embedded",
"price": "Custom agreement",
"kind": "custom"
},
{
"name": "Lookup",
"price": "$0.01",
"kind": "usage_rate",
"unit": "unit",
"billed": "usage"
},
{
"name": "Search",
"price": "$0.04",
"kind": "usage_rate",
"unit": "unit",
"billed": "usage"
},
{
"name": "Compare",
"price": "$0.075",
"kind": "usage_rate",
"unit": "unit",
"billed": "usage"
},
{
"name": "Report",
"price": "$0.50",
"kind": "usage_rate",
"unit": "unit",
"billed": "usage"
},
{
"name": "Product",
"price": "$2.50",
"kind": "usage_rate",
"unit": "unit",
"billed": "usage"
}
]
},
"observed": true,
"billing": "contact_sales",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "$0.01 per unit; $0.04 per unit (usage-based)",
"summary": "$0.01 per unit; $0.04 per unit (usage-based). Philidor offers Data and Decisioning subscriptions with pricing provided after a sales discussion, an Embedded custom agreement, and preview usage rates from $0.01 to $2.50 per unit."
},
"evidence_quality": "medium",
"upvotes": 0
},
{
"agent_id": "reply_com_intellinvest_rl",
"name": "IntelliInvest RL",
"url": "https://reply.com/technology-reply/en/ai-based-robo-advisor-for-investments",
"short_summary": "provides automated financial advice and adaptive investment portfolio management using Reinforcement Learning",
"price": {
"observed": false,
"billing": "not_found",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "No public price found on the vendor site."
},
"evidence_quality": "medium",
"upvotes": 0
},
{
"agent_id": "snaplogic_genai",
"name": "GenAI-powered automation for financial portfolio rebalancing",
"url": "https://snaplogic.com/genai-app-builder-use-cases/financial-portfolio-rebalancing",
"short_summary": "automates financial portfolio rebalancing, including portfolio monitoring, data analysis, and rebalancing actions, and analyzes market data to optimize investm…",
"price": {
"observed": false,
"billing": "not_found",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "No public price found on the vendor site."
},
"evidence_quality": "medium",
"upvotes": 0
}
],
"platforms_also_here": [
{
"agent_id": "c8_hedge",
"name": "C8 Hedge",
"url": "https://c8hedge.com/",
"short_summary": "Provides institutional-grade FX hedging recommendations (optimal hedge ratios) for currency exposures, dynamically adjusting based on macro, trend, carry, and…",
"price": {
"commercial": {
"entry_offer": {
"line": "Pro",
"monthly_native": 99,
"monthly_usd": 99,
"commitment": "monthly",
"basis": "$99/month",
"billing_verified": true
},
"currency": "USD",
"lines": [
{
"name": "Pro",
"price": "$99/month",
"kind": "base_subscription",
"billed": "monthly"
},
{
"name": "Enterprise",
"price": "Custom",
"kind": "custom"
}
]
},
"observed": true,
"billing": "freemium",
"lowest_monthly_usd": 99,
"monthly_usd": 99,
"headline": "From $99/mo",
"summary": "From $99/mo. C8 Hedge offers a Pro plan at $99/month with a 30-day free trial (no credit card required), plus a custom-priced Enterprise tier."
},
"home_niche": "treasury-cash-management",
"also_covers": true,
"upvotes": 0
}
],
"page_url": "https://agentery.com/market/portfolio-rebalancing-agent",
"summary": {
"niche": "portfolio-rebalancing-agent",
"sector": "financial-services",
"pricing_by_provider_type": {
"headline": "No published benchmark for portfolio-rebalancing-agent yet — too few comparable priced providers.",
"benchmarks": [],
"warnings": [
"No priced providers meet the benchmark bar for this scope."
],
"full_pricing_via": {
"tool": "price_benchmark",
"arguments": {
"niche": "portfolio-rebalancing-agent"
},
"note": "add provider_type + buyer_tier for a specific cohort"
}
},
"page_url": "https://agentery.com/market/portfolio-rebalancing-agent",
"counts": {
"listings_with_price_capture": 17,
"listings_with_observed_public_price": 7,
"providers_with_numeric_monthly_price_latest_scan": null,
"like_for_like_comparable_pairs": null
},
"movement": {
"d": {
"published": false,
"value_pct": null,
"held_reason": null
},
"w": {
"published": false,
"value_pct": null,
"held_reason": null
},
"m": {
"published": false,
"value_pct": null,
"held_reason": null
}
},
"pricing_version": "cohorts-1",
"pricing_status": "observed_offers_only",
"pricing_by_tier": null,
"observed_offers": [
{
"billing": "monthly",
"unit": "flat",
"count": 3,
"offers": [
{
"provider": "crvusd_yield_optimizer",
"tier": "individual",
"billing": "monthly",
"unit": "flat",
"price": "$500",
"monthly_usd": 500
},
{
"provider": "kova",
"tier": "pro",
"billing": "monthly",
"unit": "flat",
"price": "$49 /mo",
"monthly_usd": 49
},
{
"provider": "yield_seeker_ai_agent",
"tier": "team_sme",
"billing": "monthly",
"unit": "flat",
"price": "$199/mo",
"monthly_usd": 199
}
]
},
{
"billing": "usage",
"unit": "flat",
"count": 6,
"offers": [
{
"provider": "panwatch",
"tier": "individual",
"billing": "usage",
"unit": "flat",
"price": "USD 0.05,",
"monthly_usd": null
},
{
"provider": "philidor_defi",
"tier": "individual",
"billing": "usage",
"unit": "flat",
"price": "$0.01",
"monthly_usd": null
},
{
"provider": "philidor_defi",
"tier": "individual",
"billing": "usage",
"unit": "flat",
"price": "$0.04",
"monthly_usd": null
},
{
"provider": "philidor_defi",
"tier": "individual",
"billing": "usage",
"unit": "flat",
"price": "$0.075",
"monthly_usd": null
},
{
"provider": "philidor_defi",
"tier": "individual",
"billing": "usage",
"unit": "flat",
"price": "$0.50",
"monthly_usd": null
},
{
"provider": "philidor_defi",
"tier": "individual",
"billing": "usage",
"unit": "flat",
"price": "$2.50",
"monthly_usd": null
}
]
},
{
"billing": "unspecified_period",
"unit": "flat",
"count": 4,
"offers": [
{
"provider": "panorad_ai",
"tier": "enterprise",
"billing": "unspecified_period",
"unit": "flat",
"price": "Contact sales",
"monthly_usd": null
},
{
"provider": "panorad_ai",
"tier": "enterprise",
"billing": "unspecified_period",
"unit": "flat",
"price": "Contact sales",
"monthly_usd": null
},
{
"provider": "panorad_ai",
"tier": "enterprise",
"billing": "unspecified_period",
"unit": "flat",
"price": "Contact sales",
"monthly_usd": null
},
{
"provider": "philidor_defi",
"tier": "enterprise",
"billing": "unspecified_period",
"unit": "flat",
"price": "Custom agreement",
"monthly_usd": null
}
]
}
],
"pricing_coverage": {
"listings_with_price_capture": 17,
"listings_with_observed_public_price": 7,
"normalized_observations": 3,
"comparable_providers": 3,
"strict_cohorts": 0,
"exclusion_reasons": {
"ambiguous_cadence": 4,
"usage_not_monthly": 6
}
},
"pricing_note": "No comparable cohort formed (a benchmark needs >=2 providers sharing a buyer tier AND billing unit). observed_offers lists the REAL provider offers, grouped and labelled by billing type — each is a single observed price, never aggregated across mixed units, periods or tiers.",
"pricing_excluded_observations": {
"ambiguous_cadence": 4,
"usage_not_monthly": 6
},
"billing_mix": {
"subscription": 3,
"contact_sales": 2,
"free": 1,
"usage": 1
},
"free_tier_share": 0.14,
"top_providers": [
{
"agent_id": "autonomous_finance_portfolio",
"name": "Portfolio Agent",
"price": {
"observed": false,
"billing": "not_found",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "No public price found on the vendor site."
},
"observed": false
},
{
"agent_id": "kova",
"name": "Kova",
"price": {
"commercial": {
"entry_offer": {
"line": "Kova",
"monthly_native": 49,
"monthly_usd": 49,
"commitment": "monthly",
"basis": "$49/month",
"billing_verified": false,
"billing_note": "the pricing page has a \"Monthly Annual SAVE $120\" toggle and only one state was captured; this may be the annual-billing rate, so the month-to-month price is not verified"
},
"currency": "USD",
"notes": [
"billing period unverified: the pricing page has a \"Monthly Annual SAVE $120\" toggle and only one state was captured; this may be the annual-billing rate, so the month-to-month price is not verified"
],
"lines": [
{
"name": "Kova",
"price": "$49 /mo",
"kind": "base_subscription",
"billed": "monthly"
}
]
},
"observed": true,
"billing": "subscription",
"lowest_monthly_usd": 49,
"monthly_usd": 49,
"headline": "From $49/mo (billing period unverified: page has a Monthly/Annual toggle)",
"summary": "From $49/mo (billing period unverified: page has a Monthly/Annual toggle). Kova offers one subscription plan at $49 per month with a 14-day free trial and no feature tiers or usage caps."
},
"observed": true
},
{
"agent_id": "arcadia_finance_mcp_server",
"name": "Arcadia Finance",
"price": {
"observed": false,
"billing": "not_found",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "No public subscription or other product pricing was observed; the dollar figures shown are liquidity, volume, fee, or asset-value metrics."
},
"observed": false
},
{
"agent_id": "folionomiq",
"name": "Folionomiq",
"price": {
"commercial": {
"currency": "USD",
"lines": [
{
"name": "Free",
"price": "Free",
"kind": "free",
"billed": "monthly"
}
]
},
"observed": true,
"billing": "free",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "Free",
"summary": "Free. Folionomiq offers its AI assistant portfolio measurement connection for free, with no account, login, or API key required."
},
"observed": true
},
{
"agent_id": "ment_tech_ai_investing",
"name": "Ment Tech Ai Investing",
"price": {
"observed": false,
"billing": "not_found",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "No public price found",
"summary": "No reliable public SaaS pricing is shown on the available homepage content."
},
"observed": false
}
],
"suggested_next_calls": [
{
"tool": "price_benchmark",
"arguments": {
"niche": "portfolio-rebalancing-agent"
},
"purpose": "full observed price distribution + per-tier medians for this niche"
},
{
"tool": "niche_report",
"arguments": {
"niche": "portfolio-rebalancing-agent",
"response_mode": "full"
},
"purpose": "the complete report incl. index series and tier decomposition"
},
{
"tool": "suggest_alternatives",
"arguments": {
"agent_id": "autonomous_finance_portfolio"
},
"purpose": "comparable (optionally cheaper) providers to a named agent"
},
{
"tool": "get_agent_profile",
"arguments": {
"agent_id": "autonomous_finance_portfolio"
},
"purpose": "full profile, integrations and pricing for one provider"
}
]
}
}Full market
3 providers, one sortable view
Dense enough for many listings; progressive disclosure keeps mobile usable.
ProviderTypeFromVs niche medianLiveness
Kovaprovides persistent strategy layer for investment portfolio management and evaluation
FolionomiqMeasures a stock/ETF portfolio from its price history, in plain sentences.
- **How many real bets** the holdings add up to (correlation, not ticker count)
- *…
Crvusd Yield OptimizerDiscovers crvUSD yield opportunities across multiple protocols and chains, provides APY data, risk scoring, and portfolio rebalance recommendationsShowing only providers with a published price or a free plan. $29 = lowest observed monthly · Free = free to use · Free tier = free plan + paid options.