analyze_portfolio_correlation

analyze_portfolio_correlation

Server IB Analytics MCP Server knishioka/ib-sec-mcp
Category Read
Risk class Low
Parameters 00 required

What analyze_portfolio_correlation does on IB Analytics MCP Server

AI agents call analyze_portfolio_correlation 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.

Why analyze_portfolio_correlation needs a policy

The tool appears designed to compute and return correlation metrics across portfolio positions. This is a read-only analytical operation that retrieves and processes existing data without creating, modifying, deleting, or executing external operations. The empty description slightly reduces confidence, but the naming pattern and server purpose (analytics/reporting) strongly suggest passive data analysis.

From the tool's definition Tool name 'analyze_portfolio_correlation' combined with server context showing analysis tools (analyze_bonds, analyze_performance, analyze_risk, etc.) indicates data retrieval and computation rather than modification. Description is empty, limiting certainty.

Questions about analyze_portfolio_correlation

What does the analyze_portfolio_correlation tool do? +

analyze_portfolio_correlation. It is categorised as a Read tool in the IB Analytics MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on analyze_portfolio_correlation? +

Register the IB Analytics MCP Server MCP server in PolicyLayer and add a rule for analyze_portfolio_correlation: 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.

What risk level is analyze_portfolio_correlation? +

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

Can I rate-limit analyze_portfolio_correlation? +

Yes. Add a rate_limit block to the analyze_portfolio_correlation 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_correlation completely? +

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

analyze_portfolio_correlation 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.

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