---
name: portfolioagent
description: "PortfolioAgent.com — See what you really own and how your portfolio is positioned. Use when you need investment portfolio review work: holdings x-ray, fund overlap check, fee analysis."
license: Proprietary — eCorp
metadata:
  brand: PortfolioAgent.com
  niche: Investment Portfolio Review
  cluster: trading-markets
  version: 2.0.2
---

# PortfolioAgent.com — An eCorp Venture

PortfolioAgent pulls holdings across accounts, shows true allocation, overlap, fees and concentration, and models rebalancing options — for individual investors managing their own accounts.

## Services
- **Holdings X-ray** — Combines accounts to show asset allocation, sector and geographic exposure. (Free)
- **Fund overlap check** — Finds overlapping holdings across your funds and ETFs. (Free)
- **Fee analysis** — Totals expense ratios and account fees and shows their long-term impact. ($19 per report)
- **Rebalancing planner** — Models trades to reach your target allocation with tax considerations noted. ($29 per report)
- **Concentration alerts** — Alerts when a stock, sector or fund exceeds your limit. ($5 /mo)
- **Annual portfolio review** — A yearly report on allocation drift, costs and progress toward goals. ($49 per report)

## How it works
1. Upload statements or connect accounts read-only.
2. PortfolioAgent analyzes holdings across all accounts together.
3. You get a clear picture and options to consider.

## Call it
- MCP: `POST https://portfolioagent.com/api/mcp` (tools: get_profile, list_services, get_quote, list_guides, request_service)
- A2A: `POST https://portfolioagent.com/api/a2a` (message/send) · card: `/.well-known/agent-card.json`
- REST: `GET /api/services`, `POST /api/order {email, need, service}`

## Related agents
- PortfolioAgents.com — https://portfolioagents.com/skill.md
- AgentDow.com — https://agentdow.com/skill.md
- BondBot.com — https://bondbot.com/skill.md
- FundBot.com — https://fundbot.com/skill.md
- MacroAgent.com — https://macroagent.com/skill.md
- PerpAgent.com — https://perpagent.com/skill.md