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  7. OnePortfolio

OnePortfolio logo

OnePortfolio

Partially Agent-Ready
Agent-Ready SaaS Index · oneportfolio.io · scored 2026-05-09 · rubric v2.0
Score 49 / 100
Investment Portfolio Management
Free tier
Self-serve checkout

OnePortfolio scores 49/100 on xpay's Agent-Ready Index v2: partial pricing visibility; self-serve checkout is available; a free entry path exists.

See OnePortfolio pricing summaryLive pricing page
Pricing
OnePortfolio pricing
As of 2026-05-09 · oneportfolio.io/en/pricing/
Free
Free
Up to 50 transactions
1 Portfolio
Value & Profit Analysis
Email Support
Standard
$8/mo
or $7/mo billed annually
Unlimited transactions
1 Portfolio
Value, Profit & Return Analysis
Portfolio Composition Analysis
Paid Dividends Analysis
Pro
$11/mo
or $9/mo billed annually
Unlimited transactions
10 Portfolios
Value, Profit & Return Analysis
Portfolio Composition Analysis
Paid Dividends Analysis
Score breakdown · rubric v2.0
How OnePortfolio scores on the agent-ready dimensions

Public pricing visibility

15 / 15

Self-serve checkout

15 / 15

Public API + docs

0 / 20

Usage-based / metered pricing

0 / 20

Free entry path

7 / 7

No sales call required

7 / 7

Card / wallet / x402 payment

5 / 6

Machine-readable bonus (MCP / OpenAPI)

0 / 10


Total
49 / 100
Effective pricing
What it actually costs at typical scale
Standard plan, annual billing
$7/mo
· Annual billing selected (per‑month rate $7)· Unlimited transactions
Confidence: high
Pro plan, annual billing
$9/mo
· Annual billing selected (per‑month rate $9)· Unlimited transactions, 10 portfolios
Confidence: high
Agent purchase verdict
Can an autonomous agent transact here?
Human-assisted
LLM score: 55/100

Can create account

Yes

Can enter payment method

Yes

Can upgrade plan

Yes

Can buy more usage

Yes

Can cancel online

Yes


Payment methods

card

Human approval recommended

No

Pricing transparency

full

Purchase motion

self_serve

Demo required

No

Quote required

No


Annual commit required

No

Auto-renewal mentioned

No

Cancellation policy visible

No

Refund policy visible

No


Invoice payment available

No

Purchase orders supported

No

MSA required

No

DPA available

No

Security review required

No


Trial

14 days (no card)

Annual discount

25% off

Competitive intel
Positioning & ecosystem

Buyer persona

smb
mid market

Agent purchase simulation
Six-step check: can an agent actually buy from OnePortfolio?
✓

Discover price

◐

Select a plan

✗

Pay per task

✗

Avoid a sales call

✗

API docs without auth

✗

Estimate cost upfront

Analysis
Pros and cons for AI agents
Observational summary written by xpay from the signals captured on 2026-05-06. Not a review of the product — only of its current pricing posture for agent buyers.
✓ For an AI agent
  • Pricing is publicly visible on an indexable page — agents can read tiers without scraping past auth.
  • A free tier exists, lowering the bar for an agent builder to prototype before committing budget.
◐ Opportunities for the provider
  • No per-unit price was advertised, so an agent has no way to estimate the cost of a single task.
  • All advertised tiers route to a sales contact form; an agent cannot complete a purchase autonomously.
  • API documentation is gated or absent; an agent cannot inspect the integration surface without authentication.
  • PPU requires account creation and an issued API key; a fully unauthenticated agent purchase is not yet supported.
  • No /.well-known/ai-pricing.json or equivalent machine-readable pricing manifest is published — agents must rely on HTML scraping.
One-line fix
How OnePortfolio could lift its score

Add a per-unit price (e.g. $X / 1K calls) to the pricing page so an agent can compute its own cost before committing.

pricing_visible

true

headline_phrasing

Our Pricing Plans

tier_count

3

lowest_paid_entry_usd

0

free_tier

true

free_tier_terms

null

per_unit_price

null

annual_required

false

self_serve_paid_tiers

3

sales_only_tiers

0

public_api_docs_url

null

api_docs_auth_walled

null

ai_pricing_json_present

false

agents_txt_present

false

anonymous_purchase_path

false

per_unit_classification

null

usage_headline_present

false

custom_tier_present

false

agent_friendly

{"ai_pricing_json":false,"agents_txt":false,"llms_txt":false,"sitemap_xml":true,"mcp_server_card":false,"agent_skills_index":false,"x402_supported":false}

View raw extracted page text →
Page heading: Our Pricing Plans
CTAs (40): Features · All Features · Portfolio Tracker · Dividend Tracker · Portfolio Performance · Portfolio Visualizer · Portfolio Analyzer · Pricing · Sign In · Try Free · Try Standard · Try Pro
Price tokens (6): $0 · $0Per month billed annua · $8 · $7Per month billed annua · $11 · $9Per month billed annua
FeaturesAll FeaturesPortfolio TrackerDividend TrackerPortfolio PerformancePortfolio VisualizerPortfolio AnalyzerPricingSign InOur Pricing PlansTry OnePortfolio Pro Free for 14 days, no credit card requiredMonthlyAnnually (Save Up to 25%)Free$0$0Per month billed annuallyUp to 50 transactions1 PortfolioValue & Profit AnalysisEmail Support Try FreeSave 15%Standard$8$7Per month billed annuallyUnlimited transactions1 PortfolioValue, Profit & Return AnalysisPortfolio Composition AnalysisPaid Dividends AnalysisIncoming Dividend ForecastAutomatic Dividends and splitsPerformance & Risk IndicatorsFinancial newsEmail Support Try StandardSave 25%Pro$11$9Per month billed annuallyUnlimited transactions10 PortfoliosValue, Profit & Return AnalysisPortfolio Composition AnalysisPaid Dividends AnalysisPerformance & Risk IndicatorsIncoming Dividend ForecastAutomatic Dividends and splitsIncoming Dividend CalendarsMulti Portfolio One ViewPortfolio BenchMarkFinancial newsPriority Email Support Try ProFeatures Portfolio Tracker Portfolio Performance Portfolio Visualizer Portfolio Analyzer Dividend Tracker Interactive Brokers Portfolio Tracker DeGiro Portfolio Tracker eToro Portfolio TrackerResources Blog Testimonials Help Center FAQ Contact usGuides Interactive Brokers DeGiro Etoro Import a CSV fileFree Tools Opportunity Cost Calculator Dividend Calculator Investment Growth Calculator FIRE Calculator Coast FIRE Calculator Time-Weighted Return Calculator Money-Weighted Return Calculator Compound Inte…
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Are you OnePortfolio? Something off in this listing?
Agent-Ready Spec
OnePortfolio
Partially Agent-Ready

49

/ 100 (rubric v2.0)

Category

Investment Portfolio Management

Pricing model

Our Pricing Plans

Tier count

3

Free tier

Yes

Lowest paid entry

Free

Self-serve / sales-only tiers

3 / 0


Public API docs

Auth-walled

Anonymous purchase path

No

Machine-readable pricing

Not published


Last refreshed

2026-05-09

Pricing intelligenceInsights extracted from oneportfolio.io/en/pricing/
Pricing model

Tier-based subscription

Agent-purchase verdict
Human-assisted
55/100 · v2.1
Canonical answer

OnePortfolio pricing starts at $0/mo for the Free plan; paid plans up to $11/mo. Billed monthly or annually with discounts.

Cheapest entry

Free plan (Free)

Actions
Open live pricing page
Verdict reflects Partially Agent-Ready status under rubric v2.0. Source observed at https://oneportfolio.io/en/pricing/.
Agent-friendly features1 of 7 present
Discovery files and protocols
Side-channel signals — informational, not part of the score. Each protocol is independent; adoption signals the publisher is thinking about agent buyers.

ai-pricing.json

agents.txt

llms.txt

sitemap.xml

MCP Server Card

Agent Skills

x402 / MPP

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CompanyAgentically Inc. (d/b/a xpay✦)1875 Mission St, Ste 103San Francisco, CA 94103, United Stateslegal@xpay.sh · privacy@xpay.sh
or ask your AI app
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