getHolderPerformanceSummary
The Holder Performance Summary API provides insights into the performance of institutional investors based on their stock holdings. This data helps track how well institutional holders are performing, their portfolio changes, and how their performance compares to benchmarks like the S&P 500.
This record as markdown: /tools/cfocoder-financial-modeling-prep-mcp-server/getholderperformancesummary.md
What getHolderPerformanceSummary does on Financial Modeling Prep
AI agents call getHolderPerformanceSummary to retrieve information from Financial Modeling Prep without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
| Parameter | Type | Required | Description |
|---|---|---|---|
cik | string | — | CIK number |
page | number | — | Page number (default: 0) |
Parameters from the server's own tool schema.
Why getHolderPerformanceSummary is rated Low
This tool retrieves and queries institutional investor performance data, portfolio metrics, and benchmark comparisons. It has no side effects—it neither modifies data, executes operations, deletes information, nor facilitates financial transactions.
From the tool's definition Tool name 'getHolderPerformanceSummary' and description explicitly state it 'provides insights' and 'helps track' performance metrics. The verb 'get' combined with descriptive language ('provides', 'track') indicates data retrieval only.
Attacks that exploit this kind of access
The rule that runs getHolderPerformanceSummary safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Financial Modeling Prep, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For getHolderPerformanceSummary, this is the rule to start with:
getHolderPerformanceSummary is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect Financial Modeling Prep, apply this rule, and every getHolderPerformanceSummary call is checked against it from then on.
Questions about getHolderPerformanceSummary
The Holder Performance Summary API provides insights into the performance of institutional investors based on their stock holdings. This data helps track how well institutional holders are performing, their portfolio changes, and how their performance compares to benchmarks like the S&P 500. It is categorised as a Read tool in the Financial Modeling Prep MCP Server, which means it retrieves data without modifying state.
getHolderPerformanceSummary accepts 2 parameters: cik, page. The full parameter table on this page comes from the server's own tool schema.
Register the Financial Modeling Prep MCP server in PolicyLayer and add a rule for getHolderPerformanceSummary: 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 Financial Modeling Prep. Nothing to install.
getHolderPerformanceSummary is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the getHolderPerformanceSummary 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.
Set action: deny in the PolicyLayer policy for getHolderPerformanceSummary. 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.
getHolderPerformanceSummary is provided by the Financial Modeling Prep MCP server (cfocoder/financial-modeling-prep-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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