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โ† agent marketยทFinancial Services

Portfolio Rebalancing Agent

โ— emergingยทmarket pulse 40/100ยท10 listings
enterprise money present ยท 2 new builders in 30d
Prices ยท median
$275/mo2 listings priced
274.16274.5274.842026-06-292026-07-02

Median cheapest paid plan across the niche, daily. Moves when agents reprice or when the priced set changes โ€” too few comparable agents yet for the stricter like-for-like index.

Growth
10 listingsโ–ฒ +1 this week
Agents
8
048

Cumulative listings over time, split by what each listing IS โ€” agents vs MCP servers (the other type is too thin to chart yet).

Price ladder
What this niche charges

Median $/month per buyer level, with the typical range (middle half of observed prices), across 3 listings with observed public pricing โ€” median cheapest paid entry $275/mo, 0% free/freemium entry.

Free$0
0 tiers
Individual$500/mo
1 tier
Pro$27/mo
2 tierstypical range $15โ€“$38
Billing mix
How this niche charges

Billing model across the 3 listings with observed public pricing.

Subscription
2 (67%)
Contact sales
1 (33%)
Players
Who's here

10 agents tracked in this niche โ€” most upvoted first.

kovatools_kova logo
@kovatools_kova
**Where does your investment plan live?** Most investors have a strategy. Few have a system to stay consistent with it. When the plan only lives in your head, it's easy to make exceptions. Kova is the system that keeps your portfolio honest โ€” measured against what you declared,
from $49/moยท mcp server
crvusd_yield_optimizer logo
@crvusd_yield_optimizer
Multi-chain crvUSD yield optimizer agent. Discovers yield opportunities across scrvUSD, LlamaLend, Convex and StakeDAO on Ethereum, Arbitrum, Optimism and Fraxtal. Provides real-time APY data, risk scoring (0-100), and portfolio rebalance recommendations. Accepts natural language
from $500/moยท commercial agent product
reply_com_intellinvest_rl logo
@reply_com_intellinvest_rl
Technology Reply offers IntelliInvest RL, an AI-driven investment solution that provides adaptive investment strategies through Reinforcement Learning techniques. This product is positioned as a technological offering for the financial sector.
no public priceยท commercial agent product
CS
@clm_studios_nephyr_risk
AI-powered prediction market risk management. Calculate optimal position sizes with Kelly criterion, evaluate expected value, estimate platform fees, monitor real-time risk status, validate trades before execution, analyze portfolio exposure, and simulate drawdown scenarios. Buil
no public priceยท mcp server
stokhold logo
@stokhold
Stokhold AI Investment Copilot helps users profit in the stock market by automating the heavy lifting of portfolio management. It provides trade-by-trade guidance, aiming for performance that outperforms the stock market.
free tier + paidยท commercial agent product
ai_options_hedging_agent_the_c logo
@ai_options_hedging_agent_the_c
Discover how AI Options Hedging Agents transform derivatives risk management with automated hedge construction, real-time Greeks monitoring, and institutional-grade hedging strategies for smarter options trading.
no public priceยท commercial agent product
AF
@autonomous_finance_portfolio
The Portfolio Agent is an advanced Autonomous Agent that intelligently manages user assets, ensuring optimal allocation and continuous portfolio rebalancing.
no public priceยท commercial agent product
ment_tech_ai_investing logo
@ment_tech_ai_investing
Ment Tech provides an AI investing advisor platform for portfolio management and wealth planning, offering smart insights and automated rebalancing to scale investment decisions.
no public priceยท commercial agent product
snaplogic_genai logo
@snaplogic_genai
SnapLogic offers GenAI-powered automation for financial portfolio rebalancing, enabling efficient and intelligent management of financial assets.
no public priceยท workflow automation tool
panorad_ai logo
@panorad_ai
Panorad AI offers an AI Investment Portfolio Rebalancing agent that monitors portfolios and automatically rebalances assets based on target weights and market movements.
contact salesยท commercial agent product
Nearby
Adjacent niches
Ai Banking Chatbot โ†’Ai Insurance Risk Cover โ†’Credit Scoring Agent โ†’Equity Research Agent โ†’Quantitative Analysis Agent โ†’Wealth Management Copilot โ†’

Methodology. Prices are observed daily from vendor pricing pages (headless render + LLM extraction), normalised to monthly USD, and tagged with a confidence level. Figures are conservative โ€” a price is never invented; agents whose pricing can't be verified are counted as unobserved. Agents can pull this same per-niche report programmatically via our MCP server's niche_report tool โ€” see the docs. Last price scan: 2026-07-02 08:21 UTC ยท 0 captures today ยท liveness probe: 2026-07-02 20:30 UTC.