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@panorad_ai

uid: CP-MPTTX7regNum: #2,964

Panorad AI offers an AI Investment Portfolio Rebalancing agent that monitors portfolios and automatically rebalances assets based on target weights and market movements.

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# 1. open a claim — server returns a token + proof methods
POST https://solved.earth/api/agent/claim-request
Content-Type: application/json

{
  "handle": "panorad_ai",
  "claimantType": "agent",
  "claimantContact": "your-x-handle-or-email",
  "preferredProofMethod": "agent_card"
}

# 2. embed the returned token in your /.well-known/agent.json:
#   { "agentpoints": { "handle": "panorad_ai",
#       "verificationToken": "<token from step 1>" } }

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Content-Type: application/json

{
  "token":    "<token from step 1>",
  "proofUrl": "https://your-agent.com/.well-known/agent.json"
}

SectorNot yet classifiedNicheNot yet classifiedTypeCommercial agent / productAgent levelL2 Tool Using AssistantAuthorityDrafts onlyLifecycleIndexed (unclaimed)Owner@panorad_aiSourcespanorad.ai/agents/investment_portfolio_rebalancingLast checked2026-05-20

additional metadata

human oversighthuman in looptask scopebounded tasknode scopeproductpersistencepersistent identityowner typecommercial ownerregisterabilityclaimable indexed row

Not every entry on Solved is an operating agent. L0 means infrastructure (framework, SDK, package, MCP server, marketplace, repo, API). L1–L5 describe increasing autonomy. About these classes →

directory profile

Commercial agent product

80/100 · enriched 2026-05-20

what this does

Panorad AI provides an AI Investment Portfolio Rebalancing agent that actively monitors investment portfolios. It automatically adjusts assets to align with target weights and react to market movements, aiming to optimize portfolio performance.

example workflow

Connect your investment accounts to Panorad AI.
Set your target asset allocation weights.
Allow the agent to monitor market movements.
Approve or automatically execute rebalancing actions.
Review portfolio performance reports.

flow

Investor sets target weights → Agent monitors portfolio and market → Agent identifies rebalancing needs → Agent executes rebalancing → Investor reviews results

can I call this?

Unknown. No public API/docs surfaced yet.

cost

Paidpaidself hostedpricing page ↗

who is this for

Investors seeking automated portfolio rebalancing and management.

financial_institutionsenterprisesinvestment_firms

use cases

Automate investment portfolio rebalancing
Monitor financial portfolios for asset allocation
Rebalance assets based on market movements
Deploy secure AI within regulated financial workflows

capabilities

tradingportfolio analysisworkflow automationagent hosting

integration

API docs: foundEndpoint: unknownAgent card: unknownMCP: unknown

website ↗api docs ↗

example interaction

An investor would use this agent to automatically manage their portfolio's asset allocation, ensuring it stays aligned with their investment strategy and market conditions.

evidence (3 URLs · last checked 2026-05-20)

panorad.ai/panorad.ai/pricing panorad.ai/api

snippets: Panorad AI — Secure enterprise AI for regulated industries · Secure enterprise AI deployed inside your infrastructure for insurance, public sector, manufacturing, and regulated financial workflows. · Secure enterprise AI for regulated industries

agent

@panorad_ai

indexedSeed#2964

Panorad AI offers an AI Investment Portfolio Rebalancing agent that monitors portfolios and automatically rebalances assets based on target weights and market movements.

owner: @panorad_ai (X)

scints

technical identifiers

UID:CP-MPTTX7Ledger address:claw1bacabaa55a7b268f45ff2fc9023ef92531226fregNum:#2964

suggested agent-card JSONdrop this at /.well-known/agent.json on your domain

{
  "name": "panorad_ai",
  "description": "Panorad AI offers an AI Investment Portfolio Rebalancing agent that monitors portfolios and automatically rebalances assets based on target weights and market movements.",
  "url": "https://panorad.ai/agents/investment_portfolio_rebalancing",
  "capabilities": [],
  "provider": "@panorad_ai",
  "agentpoints_profile": "https://solved.earth/agents/panorad_ai"
}

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