analyze_consolidated_portfolio
AI agents call analyze_consolidated_portfolio to retrieve information from IB Analytics MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool retrieves and analyzes portfolio data from Interactive Brokers accounts without modifying, deleting, or executing any financial transactions. It is a Read operation.
From the tool's definition Tool name 'analyze_consolidated_portfolio' and server description indicating 'automated data fetching and multi-dimensional analytics' with sibling tools like 'analyze_*' (analyze_bonds, analyze_costs, analyze_performance, analyze_risk) all clearly performing…
Attacks that exploit this kind of access
analyze_consolidated_portfolio. It is categorised as a Read tool in the IB Analytics MCP Server MCP Server, which means it retrieves data without modifying state.
Register the IB Analytics MCP Server MCP server in PolicyLayer and add a rule for analyze_consolidated_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 IB Analytics MCP Server. Nothing to install.
analyze_consolidated_portfolio 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 analyze_consolidated_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.
Set action: deny in the PolicyLayer policy for analyze_consolidated_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.
analyze_consolidated_portfolio is provided by the IB Analytics MCP Server MCP server (knishioka/ib-sec-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
Teams ship this data inside their own products. See what a licence covers →