Portfolio Optimizer integration
The Nobel Prize-winning science of portfolio optimization, available as a Web API.
Set up Portfolio Optimizer in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
1
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
2
Connect your Portfolio Optimizer account
In Relevance AI, open Integrations and add Portfolio Optimizer, then paste your API key. You will find it in your Portfolio Optimizer account settings.
3
Call Portfolio Optimizer from an agent
Create a tool and add an API tool step. Your agent can call any Portfolio Optimizer endpoint using the account you just connected.
Put Portfolio Optimizer to work in your agents
Connect Portfolio Optimizer alongside 1,800+ other integrations and let your agents run the busywork.