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Portfolio Rebalancing Agent

Query this niche via MCPniche_report({ niche: "portfolio-rebalancing-agent" })
active marketmarket pulse 46/100commercial money present0 new builders in 30d15 listings
basis: all observed monthly plans · commercial-form-v2
Agents · median
None priced — too few for a Agents median.
MCP servers · median
None priced — too few for a MCP servers median.

All plansAgents vs MCPs

each dot = one provider · log scale
No providers priced at the All tier yet.

All plans

0 priced
Providervs its cohort medianMonthly
Position is relative to the provider's own delivery-type median at this tier — never a blended one.
This page is the human view of the MCP answer. The same structured `niche_report` / `price_benchmark` an agent receives over MCP or REST.
niche_reportprice_benchmark
See the MCP response behind this pageniche_report
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            ]
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          {
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              {
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              {
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              {
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        "coverage": {
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    "billingMix": {
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    "freeTierShare": 0.17,
    "medianLowestUsd": 49
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        "day": "2026-07-19",
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        "pairs": 2,
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        "day": "2026-07-20",
        "index": 100,
        "pairs": 2,
        "dayChangePct": 0
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        "day": "2026-07-21",
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        "day": "2026-07-22",
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        "day": "2026-07-23",
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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": [
    {
      "agent_id": "autonomous_finance_portfolio",
      "name": "Portfolio Agent",
      "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…",
      "price": {
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        "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": "high",
      "upvotes": 0
    },
    {
      "agent_id": "kova",
      "name": "Kova",
      "url": "https://kovatools.com/agents",
      "short_summary": "provides persistent strategy layer for investment portfolio management and evaluation",
      "price": {
        "observed": true,
        "billing": "subscription",
        "lowest_monthly_usd": 49,
        "monthly_usd": 49,
        "headline": "From $49/mo",
        "summary": "From $49/mo. Kova offers one subscription plan at $49 per month with a 14-day free trial and no feature tiers or usage caps."
      },
      "evidence_quality": "high",
      "upvotes": 0
    },
    {
      "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",
      "price": {
        "observed": false,
        "billing": "not_found",
        "lowest_monthly_usd": null,
        "monthly_usd": null,
        "headline": "No public price found",
        "summary": "No public subscription or service pricing was observed; the dollar amounts shown are liquidity pool TVL or volume figures."
      },
      "evidence_quality": "medium",
      "upvotes": 0
    },
    {
      "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",
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        "monthly_usd": null,
        "headline": "No public price found",
        "summary": "No public subscription or usage pricing is provided on the available homepage."
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      "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."
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      "evidence_quality": "medium",
      "upvotes": 0
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    {
      "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": {
        "observed": true,
        "billing": "contact_sales",
        "lowest_monthly_usd": null,
        "monthly_usd": null,
        "headline": "Contact sales (no public price)",
        "summary": "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": {
        "observed": true,
        "billing": "contact_sales",
        "lowest_monthly_usd": null,
        "monthly_usd": null,
        "headline": "Contact sales (no public price)",
        "summary": "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
    },
    {
      "agent_id": "crvusd_yield_optimizer",
      "name": "Crvusd Yield Optimizer",
      "url": "https://llama.box/yo",
      "short_summary": "Discovers crvUSD yield opportunities across multiple protocols and chains, provides APY data, risk scoring, and portfolio rebalance recommendations",
      "price": {
        "observed": true,
        "billing": "subscription",
        "lowest_monthly_usd": 500,
        "monthly_usd": 500,
        "headline": "From $500/mo",
        "summary": "From $500/mo. The Starter Plan is listed at $500 per month, payable by bank transfer."
      },
      "evidence_quality": "low",
      "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": {
        "observed": true,
        "billing": "freemium",
        "lowest_monthly_usd": 99,
        "monthly_usd": 99,
        "headline": "Free tier, then from $99/mo",
        "summary": "Free tier, then 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
    },
    {
      "agent_id": "tradingagents_ai",
      "name": "TradingAgents-CN",
      "url": "https://tradingagents-ai.com/",
      "short_summary": "multi-agent LLM framework that analyzes markets and forms trading decisions through specialized analyst, researcher, trader, and risk roles (research/education…",
      "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."
      },
      "home_niche": "algorithmic-trading-bot",
      "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": 16,
      "listings_with_observed_public_price": 6,
      "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": "ok",
    "pricing_by_tier": [
      {
        "tier": "pro",
        "currency": "USD",
        "period": "month",
        "unit": "flat",
        "median": 39,
        "provider_count": 2,
        "plan_observation_count": 2,
        "data_confidence": 0.15,
        "data_confidence_basis": {
          "provider_component": 0.17,
          "observation_component": 0.1,
          "provider_count": 2,
          "plan_observation_count": 2
        },
        "reliability": "low",
        "members": [
          {
            "provider": "yield_seeker_ai_agent",
            "usd": 29
          },
          {
            "provider": "kova",
            "usd": 49
          }
        ]
      }
    ],
    "pricing_coverage": {
      "listings_with_price_capture": 16,
      "listings_with_observed_public_price": 6,
      "normalized_observations": 3,
      "comparable_providers": 3,
      "strict_cohorts": 1,
      "exclusion_reasons": {
        "ambiguous_cadence": 4,
        "usage_not_monthly": 5
      }
    },
    "pricing_note": "Provider-deduped, FX-normalized monthly medians, separated by buyer tier AND billing unit (flat/per_seat/per_user/per_agent) — incompatible units are never blended. Ranges (p25/p75) only at >=5 providers; data_confidence is provider-count-weighted. Usage-metered, promo, range, one-time and ambiguous-cadence plans are excluded.",
    "pricing_excluded_observations": {
      "ambiguous_cadence": 4,
      "usage_not_monthly": 5
    },
    "billing_mix": {
      "usage": 1,
      "freemium": 1,
      "subscription": 2,
      "contact_sales": 2
    },
    "free_tier_share": 0.17,
    "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": {
          "observed": true,
          "billing": "subscription",
          "lowest_monthly_usd": 49,
          "monthly_usd": 49,
          "headline": "From $49/mo",
          "summary": "From $49/mo. 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 service pricing was observed; the dollar amounts shown are liquidity pool TVL or volume figures."
        },
        "observed": false
      },
      {
        "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 public subscription or usage pricing is provided on the available homepage."
        },
        "observed": false
      },
      {
        "agent_id": "palus_finance",
        "name": "Palus Finance",
        "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."
        },
        "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

2 providers, one sortable view

Dense enough for many listings; progressive disclosure keeps mobile usable.

Showing only providers with a published price or a free plan. $29 = lowest observed monthly · Free = free to use · Free tier = free plan + paid options.