# 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.

Agent View of the PolicyLayer registry record for `getHolderPerformanceSummary`. HTML page: https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getholderperformancesummary

## Facts

- Tool: `getHolderPerformanceSummary`
- Server: Financial Modeling Prep (`cfocoder/financial-modeling-prep-mcp-server`) — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server.md
- Homepage: https://github.com/cfocoder/financial-modeling-prep-mcp-server
- Risk category: Read (Low risk)
- Registry record: grade D, identity unverified
- Server rate-limited: no
- Parameters: 2
- Recommended policy verdict: Allowed

## Parameters

| Parameter | Type | Required | Description |
| --- | --- | --- | --- |
| `cik` | string | no | CIK number |
| `page` | number | no | Page number (default: 0) |

Parameters from the server's own tool schema.

## Example call (MCP tools/call, JSON-RPC 2.0)

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "getHolderPerformanceSummary",
    "arguments": {}
  }
}
```

## 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 own 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."

## Use case

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.

## Recommended policy (PolicyLayer)

Verdict: **Allowed**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches Financial Modeling Prep:

```json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "getHolderPerformanceSummary": {}
  }
}
```

## Other tools on Financial Modeling Prep (252)

- `calculateCustomDCF` — Execute — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/calculatecustomdcf.md
- `calculateCustomLeveredDCF` — Execute — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/calculatecustomlevereddcf.md
- `getAcquisitionOwnership` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getacquisitionownership.md
- `getActivelyTradingList` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getactivelytradinglist.md
- `getADX` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getadx.md
- `getAftermarketQuote` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getaftermarketquote.md
- `getAftermarketTrade` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getaftermarkettrade.md
- `getAllExchangeMarketHours` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getallexchangemarkethours.md
- `getAllIndexQuotes` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getallindexquotes.md
- `getAllIndustryClassification` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getallindustryclassification.md
- `getAllShareFloat` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getallsharefloat.md
- `getAnalystEstimates` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getanalystestimates.md
- `getAvailableCountries` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getavailablecountries.md
- `getAvailableExchanges` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getavailableexchanges.md
- `getAvailableIndustries` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getavailableindustries.md
- `getAvailableSectors` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getavailablesectors.md
- `getAvailableTranscriptSymbols` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getavailabletranscriptsymbols.md
- `getBalanceSheetGrowthBulk` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getbalancesheetgrowthbulk.md
- `getBalanceSheetStatement` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getbalancesheetstatement.md
- `getBalanceSheetStatementAsReported` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getbalancesheetstatementasreported.md
- `getBalanceSheetStatementGrowth` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getbalancesheetstatementgrowth.md
- `getBalanceSheetStatementsBulk` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getbalancesheetstatementsbulk.md
- `getBalanceSheetStatementTTM` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getbalancesheetstatementttm.md
- `getBatchAftermarketQuote` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getbatchaftermarketquote.md
- `getBatchAftermarketTrade` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getbatchaftermarkettrade.md
- `getBatchMarketCap` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getbatchmarketcap.md
- `getBatchQuotes` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getbatchquotes.md
- `getBatchQuotesShort` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getbatchquotesshort.md
- `getBiggestGainers` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getbiggestgainers.md
- `getBiggestLosers` — Read — https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server/getbiggestlosers.md
- …and 222 more: https://policylayer.com/tools/cfocoder-financial-modeling-prep-mcp-server.md

## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

---

Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=cfocoder-financial-modeling-prep-mcp-server · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/cfocoder-financial-modeling-prep-mcp-server