nport_compare_funds
Compare two funds in the same self-hosted SEC Form N-PORT snapshot. Returns common securities, each fund's reported portfolio percentage, a weighted-overlap percentage, identifier lineage, and quarterly-freshness caveats. This is as-filed public data, not live holdings or investment advice.
This record as markdown: /tools/io-github-blackboxfoundry-livedatalink/nport-compare-funds.md
What nport_compare_funds does on Livedatalink
AI agents call nport_compare_funds to retrieve information from Livedatalink 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 |
|---|---|---|---|
limit | integer | — | Maximum shared securities; default 25. |
fund_a | string | Yes | First EDGAR series ID, mapped ticker, or fund name. |
fund_b | string | Yes | Second EDGAR series ID, mapped ticker, or fund name. |
Parameters from the server's own tool schema.
Why nport_compare_funds is rated Low
Even though nport_compare_funds only reads data, uncontrolled read access leaks sensitive information and racks up API costs: an agent caught in a retry loop can make thousands of calls a minute without anyone noticing.
Attacks that exploit this kind of access
The rule that runs nport_compare_funds safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Livedatalink, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For nport_compare_funds, this is the rule to start with:
nport_compare_funds 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 Livedatalink, apply this rule, and every nport_compare_funds call is checked against it from then on.
Questions about nport_compare_funds
Compare two funds in the same self-hosted SEC Form N-PORT snapshot. Returns common securities, each fund's reported portfolio percentage, a weighted-overlap percentage, identifier lineage, and quarterly-freshness caveats. This is as-filed public data, not live holdings or investment advice. It is categorised as a Read tool in the Livedatalink MCP Server, which means it retrieves data without modifying state.
nport_compare_funds accepts 3 parameters: limit, fund_a, fund_b. Required: fund_a, fund_b. The full parameter table on this page comes from the server's own tool schema.
Register the Livedatalink MCP server in PolicyLayer and add a rule for nport_compare_funds: 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 Livedatalink. Nothing to install.
nport_compare_funds 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 nport_compare_funds 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 nport_compare_funds. 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.
nport_compare_funds is provided by the Livedatalink MCP server (https://livedatalink.ai/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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