PM-MCP (Portfolio Management MCP Server)

95 tools. 17 can modify or destroy data without limits.

1 destructive tool with no built-in limits. Policy required.

Last updated:

17 can modify or destroy data
78 read-only
95 tools total

Community server · catalogue entry verified 04/07/2026

How to control PM-MCP (Portfolio Management MCP Server) ↓

What PM-MCP (Portfolio Management MCP Server) exposes to your agents

Read (78) Write / Execute (16) Destructive / Financial (1)
Critical Risk

The most dangerous PM-MCP (Portfolio Management MCP Server) tools

17 of PM-MCP (Portfolio Management MCP Server)'s 95 tools can modify, destroy, or commit something on every call — and an agent calls them with no built-in limits.

How to control PM-MCP (Portfolio Management MCP Server)

PolicyLayer is an MCP gateway — it sits between your AI agents and PM-MCP (Portfolio Management MCP Server), and nothing reaches the server without passing your rules. These are the rules we recommend:

Deny destructive operations
{
  "cache_clear": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Blocked by default. Requires approval."
      }
    ]
  }
}

Destructive tools should never be available to autonomous agents without human approval.

Rate limit write operations
{
  "create_portfolio_phase_report": {
    "limits": [
      {
        "counter": "create_portfolio_phase_report_per_hour",
        "window": "hour",
        "max": 30,
        "scope": "grant"
      }
    ]
  }
}

Prevents bulk unintended modifications from agents caught in loops.

Cap read operations
{
  "analytics_rank": {
    "limits": [
      {
        "counter": "analytics_rank_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

  1. Create a free account and register PM-MCP (Portfolio Management MCP Server) — nothing to install.
  2. Add these rules — paste them, or build them visually. Tune the limits to your setup.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.

All 95 PM-MCP (Portfolio Management MCP Server) tools

READ 78 tools
Read analytics_rank 후보 종목 랭킹 (비동기 병렬 처리) Read analyze_selection_tool 선택 종목 분석 (비동기 병렬 처리) Read cache_expire 만료된 캐시 정리 Read cache_stats 캐시 통계 조회: 크기, 항목 수, 디렉토리 경로 Read chart_candlestick 캔들스틱 차트 생성 Read chart_comparison 종목 비교 차트 생성 Read chart_correlation_heatmap 상관관계 히트맵 Read chart_portfolio_allocation 포트폴리오 비중 파이 차트 Read chart_relative_strength 상대강도 차트 생성 (vs 벤치마크) Read chart_returns_distribution 수익률 분포 히스토그램 Read chart_sector_allocation 섹터별 비중 막대 차트 Read chart_stock_dashboard 종목 종합 대시보드 (4개 차트) Read chart_technical 기술적 지표 차트 생성 Read circuit_status 모든 서킷 브레이커 상태 조회 Read comprehensive_analyze comprehensive_analyze Read data_check_missing 누락 데이터 검사 Read data_check_outliers 이상치 탐지 Read data_clean data_clean Read data_quality_summary 여러 종목 데이터 품질 요약 Read data_validate data_validate Read data_validate_and_clean data_validate_and_clean Read explore_theme_tool 테마 상세 탐색 (비동기 버전) Read filings_fetch_recent filings_fetch_recent Read financial_analyze financial_analyze Read finnhub_analyst 애널리스트 추천 등급 조회 Read finnhub_earnings 실적 발표 일정 조회 Read finnhub_financials 기본 재무 지표 조회 Read finnhub_insider 내부자 거래 내역 조회 Read finnhub_news 회사 관련 뉴스 조회 (감성 분석 포함) Read finnhub_summary Finnhub 종합 요약 (뉴스+내부자+애널리스트+재무) Read help_commands help_commands Read market_condition 현재 시장 상황 감지: 강세(bull)/약세(bear)/횡보(neutral) Read market_get_prices market_get_prices Read market_get_prices_paginated market_get_prices_paginated Read market_get_prices_summary market_get_prices_summary Read news_deduplicate 뉴스 중복 제거 및 클러스터링 Read news_impact_keywords 뉴스 영향도 평가에 사용되는 키워드 목록 조회 Read news_search news_search Read news_search_log_tool news_search_log_tool Read news_sentiment_analyze news_sentiment_analyze Read news_sentiment_compare 여러 종목 뉴스 감성 비교 Read news_sentiment_text 텍스트 감성 분석 (단일 텍스트) Read news_timeline 종목 뉴스 타임라인 생성 Read portfolio_alerts 포트폴리오 가격 알림 체크 Read portfolio_analyze_nl_tool 자연어형 보유주 입력을 받아 컨디션/점수/손익을 요약하고(옵션) 리포트를 저장합니다. Read portfolio_comprehensive 포트폴리오 종합 분석 Read portfolio_correlation 포트폴리오 상관관계 분석 Read portfolio_dividends 포트폴리오 배당 캘린더 Read portfolio_evaluate portfolio_evaluate Read portfolio_evaluate_detailed 보유주 페이즈 + 기본 메트릭(모멘텀/변동성/낙폭/상관) 병합 결과. Read portfolio_list 저장된 포트폴리오 목록 조회 Read portfolio_load 저장된 포트폴리오 로드 Read portfolio_pnl portfolio_pnl Read portfolio_rebalance portfolio_rebalance Read portfolio_sectors 포트폴리오 섹터 익스포저 분석 Read present_portfolio present_portfolio Read present_theme present_theme Read propose_themes_tool 투자 테마 추천 (비동기 병렬 처리) Read propose_tickers_tool propose_tickers_tool Read rank_stocks rank_stocks Read ranking_advanced ranking_advanced Read scheduler_history 작업 실행 이력 조회 Read scheduler_status 스케줄러 상태 조회: 실행 중인 작업, 다음 실행 시간, 최근 이력 Read sector_weights_info 섹터별 가중치 정보 조회 Read sentiment_analyze sentiment_analyze Read stock_compare 여러 종목 비교 분석 Read stock_comprehensive_analysis 종목 종합 분석 (기술적+기본적+뉴스 감성 통합) Read stock_investment_signal 투자 신호 요약 (의사결정 지원) Read technical_adx ADX (Average Directional Index) 조회 - 추세 강도 측정 Read technical_bbands Bollinger Bands 조회 Read technical_compare 여러 종목의 기술적 지표 비교 Read technical_ema EMA (Exponential Moving Average) 조회 Read technical_macd MACD (Moving Average Convergence Divergence) 조회 Read technical_rsi RSI (Relative Strength Index) 조회 Read technical_sma SMA (Simple Moving Average) 조회 Read technical_summary 기술적 지표 종합 요약 (RSI + MACD + Bollinger Bands) Read theme_analyze_with_factors theme_analyze_with_factors Read watchlist_get 현재 워치리스트 조회

Related servers

Other MCP servers with similar tools — same risk classification, starter policies for each.

Questions about PM-MCP (Portfolio Management MCP Server)

Can an AI agent delete data through the PM-MCP (Portfolio Management MCP Server) MCP server? +

Yes. The PM-MCP (Portfolio Management MCP Server) server exposes 1 destructive tools including cache_clear. These permanently remove resources with no undo. PolicyLayer blocks destructive tools by default so they never reach the upstream server.

How do I prevent bulk modifications through PM-MCP (Portfolio Management MCP Server)? +

The PM-MCP (Portfolio Management MCP Server) server has 9 write tools including create_portfolio_phase_report, create_theme_report, market_write_prices_csv. Set a rate limit in your policy -- for example, 10 calls per hour prevents an agent from making more than 10 modifications per hour. PolicyLayer enforces this at the gateway, before calls reach PM-MCP (Portfolio Management MCP Server).

How many tools does the PM-MCP (Portfolio Management MCP Server) MCP server expose? +

95 tools across 4 categories: Destructive, Execute, Read, Write. 78 are read-only. 17 can modify, create, or delete data.

How do I enforce a policy on PM-MCP (Portfolio Management MCP Server)? +

Register the PM-MCP (Portfolio Management MCP Server) MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

Enforce policy on every PM-MCP (Portfolio Management MCP Server) tool call.

Deterministic rules across all 95 PM-MCP (Portfolio Management MCP Server) tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

Instant setup, no code required.

95 PM-MCP (Portfolio Management MCP Server) tools catalogued and risk-classified — across an index of 43,000+ MCP servers.

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