get_portfolio_analysis

SERVERFathom Fyi SOURCE0xhashy/fathom-fyi

Low RISK CLASS

Category Read

Parameters 00 required

Recommended Allowedsee the rule below

Registry record Grade C, identity unverified Pull the record →

This record as markdown: /tools/0xhashy-fathom-fyi/get-portfolio-analysis.md

WHAT IT DOES

What get_portfolio_analysis does on Fathom Fyi

AI agents call get_portfolio_analysis to retrieve information from Fathom Fyi without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

RISK

Why get_portfolio_analysis is rated Low

This tool retrieves and analyzes portfolio data without modifying it or executing trades. It is purely informational—reading account positions and providing analytical insights.

From the tool's definition Tool name is 'get_portfolio_analysis' with description stating it 'Get[s] personalized portfolio analysis' and 'Shows position values, allocation percentages, PnL, concentration risk, regime alignment, and specific rebalancing suggestions.' All verbs are…

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs get_portfolio_analysis safely

PolicyLayer is an MCP gateway: it sits between your AI agents and Fathom Fyi, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For get_portfolio_analysis, this is the rule to start with:

get_portfolio_analysis Allowed

get_portfolio_analysis is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "get_portfolio_analysis": {}
  }
}

ALLOW ONLY THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Fathom Fyi, apply this rule, and every get_portfolio_analysis call is checked against it from then on.

FAQ

Questions about get_portfolio_analysis

What does the get_portfolio_analysis tool do? +

Get personalized portfolio analysis against current market conditions. Shows position values, allocation percentages, PnL, concentration risk, regime alignment, and specific rebalancing suggestions. Requires set_portfolio_context to be called first. It is categorised as a Read tool in the Fathom Fyi MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_portfolio_analysis? +

Register the Fathom Fyi MCP server in PolicyLayer and add a rule for get_portfolio_analysis: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Fathom Fyi. Nothing to install.

What risk level is get_portfolio_analysis? +

get_portfolio_analysis is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit get_portfolio_analysis? +

Yes. Add a rate_limit block to the get_portfolio_analysis rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block get_portfolio_analysis completely? +

Set action: deny in the PolicyLayer policy for get_portfolio_analysis. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides get_portfolio_analysis? +

get_portfolio_analysis is provided by the Fathom Fyi MCP server (0xhashy/fathom-fyi). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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