calculate_portfolio_metrics

calculate_portfolio_metrics

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

What calculate_portfolio_metrics does on IB Analytics MCP Server

AI agents call calculate_portfolio_metrics 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 calculate_portfolio_metrics needs a policy

The tool appears designed to compute and retrieve portfolio statistics/metrics from Interactive Brokers data, consistent with the server's stated analytics purpose. Despite the empty description reducing confidence slightly, the sibling tools (analyze_performance, analyze_risk, analyze_costs, etc.) are clearly analytical/Read operations.

From the tool's definition Tool name 'calculate_portfolio_metrics' combined with server context indicating 'comprehensive analysis' and 'analytics' capabilities. No destructive, financial, or code execution indicators in name or server description.

Questions about calculate_portfolio_metrics

What does the calculate_portfolio_metrics tool do? +

calculate_portfolio_metrics. 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 calculate_portfolio_metrics? +

Register the IB Analytics MCP Server MCP server in PolicyLayer and add a rule for calculate_portfolio_metrics: 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 calculate_portfolio_metrics? +

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

Can I rate-limit calculate_portfolio_metrics? +

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

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

calculate_portfolio_metrics 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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