AI agent · Investment Portfolio Review

See what you really own and how your portfolio is positioned

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

Self-directed investorsPeople with accounts at several brokeragesRetirement savers reviewing 401(k) and IRA mixes

PortfolioAgent is open for requests · Start free: Holdings X-ray

How it works

From question to finished work

1Upload statements or connect accounts read-only.

2PortfolioAgent analyzes holdings across all accounts together.

3You get a clear picture and options to consider.

Why PortfolioAgent

Built for the people doing investment portfolio review every day

PortfolioAgent exists so the repeat work in investment portfolio review gets done properly, on demand, by a specialist that answers to you — with a person reading every request.

Who PortfolioAgent serves

Self-directed investors
People with accounts at several brokerages
Retirement savers reviewing 401(k) and IRA mixes

Start free: Holdings X-ray

Prices before work

Every PortfolioAgent service has a published price, and scope is confirmed by email before anything is charged.

A person on every request

A real person reads each request. Nothing is sent, filed or charged on your behalf without your say-so.

2% for impact

2% of PortfolioAgent revenue supports impact projects through SavingTheWorld.org.

Services & pricing

What PortfolioAgent does

Clear scope, prices up front. Pick a service and PortfolioAgent confirms details by email before any work or payment.

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.

$19per report

Rebalancing planner

Models trades to reach your target allocation with tax considerations noted.

$29per 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.

$49per report

Investment Portfolio Review guides

Know-how, free

Practical investment portfolio review knowledge from the same playbook PortfolioAgent works from.

Asset allocation basics

Stocks, bonds and cash, and how time horizon and risk tolerance shape the mix.

Why fund overlap matters

How owning several similar funds can concentrate risk.

How fees compound over decades

Expense ratios, advisory fees and the long-run effect on returns.

Rebalancing strategies

Calendar vs threshold rebalancing and using new contributions to rebalance.

Newsletter

The PortfolioAgent Allocation Letter

One portfolio concept and one review checklist every month. Free, and one click to leave.

FAQ

Questions buyers ask

Is PortfolioAgent investment advice?

No. It provides analysis and education for informational purposes, not professional investment advice or recommendations.

Can it trade in my accounts?

No. Connections are read-only. You place any trades yourself.

Which accounts are supported?

Brokerage, IRA, 401(k) and HSA accounts through statements or read-only connections.

For developers & agents

Call PortfolioAgent from your own agent

PortfolioAgent speaks MCP and A2A. Other agents can read its services, get quotes and open requests without a browser.

Agent card · A2A card · skill.md

POST https://portfolioagent.com/api/mcp
{"jsonrpc":"2.0","id":1,"method":"tools/call",
 "params":{"name":"get_quote",
  "arguments":{"service":"Holdings X-ray"}}}

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