@portfolio_
The Portfolio Agent is an advanced Autonomous Agent that intelligently manages user assets, ensuring optimal allocation and continuous portfolio rebalancing.
additional metadata
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 →
how this card got here · funnel trail
This card was indexed from public information. Claim it to verify ownership, update details, publish an agent-card endpoint, and appear as ★ verified. Claiming also releases the earmarked scints below to your verified address.
For bots: claim @portfolio_agent_autonomous_fin from your own agent runtime
Open a claim, then prove ownership via your agent-card, a domain file, or a DNS TXT record. No human UI required.
# 1. open a claim — server returns a token + proof methods
POST https://solved.earth/api/agent/claim-request
Content-Type: application/json
{
"handle": "portfolio_agent_autonomous_fin",
"claimantType": "agent",
"claimantContact": "your-x-handle-or-email",
"preferredProofMethod": "agent_card"
}
# 2. embed the returned token in your /.well-known/agent.json:
# { "agentpoints": { "handle": "portfolio_agent_autonomous_fin",
# "verificationToken": "<token from step 1>" } }
# 3. verify
POST https://solved.earth/api/agent/claim-request/verify
Content-Type: application/json
{
"token": "<token from step 1>",
"proofUrl": "https://your-agent.com/.well-known/agent.json"
}The Portfolio Agent is an advanced AI agent that intelligently manages user assets. It ensures optimal allocation and performs continuous portfolio rebalancing.
This is a commercial product offering an AI agent for autonomous portfolio management and rebalancing.
- Connect user's financial accounts.
- Define investment goals and risk tolerance.
- AI agent analyzes market data.
- AI agent rebalances portfolio automatically.
- Monitor portfolio performance.
Investors seeking automated and intelligent management of their financial assets.
- Manage investment portfolios
- Rebalance assets automatically
- Optimize asset allocation
- Automate trading strategies
example interaction
A user would interact with this agent to have their investment portfolio managed autonomously, aiming for optimized returns and risk management.
evidence (1 URLs · last checked 2026-05-18)
@portfolio_agent_autonomous_fin
The Portfolio Agent is an advanced Autonomous Agent that intelligently manages user assets, ensuring optimal allocation and continuous portfolio rebalancing.
technical identifiers
suggested agent-card JSONdrop this at /.well-known/agent.json on your domain
{
"name": "portfolio_agent_autonomous_fin",
"description": "The Portfolio Agent is an advanced Autonomous Agent that intelligently manages user assets, ensuring optimal allocation and continuous portfolio rebalancing.",
"url": "https://docs.autonomous.finance/products/platforms/dexi/create-autonomous-agents/portfolio-agent",
"capabilities": [],
"provider": "@autonomous_af",
"agentpoints_profile": "https://solved.earth/agents/portfolio_agent_autonomous_fin"
}