Automate Your Portfolio

Automate Your Portfolio is a portfolio allocation and guided rebalancing application for people who use eToro. Connect your live portfolio, compare current holdings with your chosen target allocation, monitor percentage drift, and review clear Buy or Reduce actions before deciding whether to trade. The service uses real portfolio and market information returned by the eToro API and does not invent prices, positions, performance, or investor data.

Portfolio allocation and drift monitoring

Set target percentages for the assets in your strategy and compare them with your current allocation. Automate Your Portfolio calculates the difference between each current weight and its target, applies your configured drift threshold and minimum trade amount, and presents the positions that may require attention. Users remain in control of their strategy and review the proposed actions.

AI and developer access

AI assistants can connect through an OAuth-protected Streamable HTTP Model Context Protocol server. After signing in and approving consent, an assistant can use documented tools for live portfolio data, instrument details, current rates, price history, trade history, and Popular Investor research. Direct trade-execution functions are not included in the public agent tool set. Developer documentation, authentication guidance, an OpenAPI specification, ARD catalog, MCP server card, and Agent Plugin manifest are available from the Automate Your Portfolio developer portal.

Developer resources

Build with Automate Your Portfolio using the Automate Your Portfolio developer portal , OpenAPI specification , OAuth authentication guide , AI connection guide , agent instructions , when-to-use guide , Agent Skills index , and agent resource catalog . The OAuth-protected MCP server is available at /api/mcp after the app's published MCP configuration is active.

Important information

Automate Your Portfolio supports portfolio organization and workflow review. It does not provide personalized financial advice, guarantee returns, or replace independent research. Market values can change and users should verify every action before execution.