analyze_portfolio

Analyze a specific portfolio or all stocks with optional filtering

Server MCP Hybrid Forecasting j1c4b/mcp-hybrid-forecasting
Category Read
Risk class Low
Parameters 00 required

What analyze_portfolio does on MCP Hybrid Forecasting

AI agents call analyze_portfolio to retrieve information from MCP Hybrid Forecasting without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why analyze_portfolio needs a policy

This tool retrieves portfolio data and applies analytical models (ARIMA, GARCH, XGBoost) to generate insights and signals, but produces no side effects on underlying data or systems. It does not execute trades, modify portfolios, delete data, or move funds. The analysis output informs decision-making but does not itself perform actions.

From the tool's definition Tool name is 'analyze_portfolio' and description states it 'Analyze[s] a specific portfolio or all stocks with optional filtering'.

Questions about analyze_portfolio

What does the analyze_portfolio tool do? +

Analyze a specific portfolio or all stocks with optional filtering. It is categorised as a Read tool in the MCP Hybrid Forecasting MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on analyze_portfolio? +

Register the MCP Hybrid Forecasting MCP server in PolicyLayer and add a rule for analyze_portfolio: 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 MCP Hybrid Forecasting. Nothing to install.

What risk level is analyze_portfolio? +

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

Can I rate-limit analyze_portfolio? +

Yes. Add a rate_limit block to the analyze_portfolio 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 analyze_portfolio completely? +

Set action: deny in the PolicyLayer policy for analyze_portfolio. 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 analyze_portfolio? +

analyze_portfolio is provided by the MCP Hybrid Forecasting MCP server (j1c4b/mcp-hybrid-forecasting). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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