aggregated_portfolio

A read tool on the Open Stocks MCP server.

SERVEROpen Stocks MCP SOURCEopen-agent-tools/open-stocks-mcp

Low RISK CLASS

Category Read

Parameters 00 required

Recommended Allowedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/open-agent-tools-open-stocks-mcp/aggregated-portfolio.md

WHAT IT DOES

What aggregated_portfolio does on Open Stocks MCP

AI agents call aggregated_portfolio to retrieve information from Open Stocks MCP without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

RISK

Why aggregated_portfolio is rated Low

The tool name indicates it retrieves or aggregates existing portfolio information from the user's brokerage account(s). This is a Read operation with no side effects. However, confidence is reduced due to empty description.

From the tool's definition Tool name 'aggregated_portfolio' and server context (stock market data via broker APIs) suggest retrieval of portfolio data without modification. No description provided to confirm or refute.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs aggregated_portfolio safely

PolicyLayer is an MCP gateway: it sits between your AI agents and Open Stocks MCP, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For aggregated_portfolio, this is the rule to start with:

aggregated_portfolio Allowed

aggregated_portfolio is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "aggregated_portfolio": {}
  }
}

ALLOW ONLY THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Open Stocks MCP, apply this rule, and every aggregated_portfolio call is checked against it from then on.

FAQ

Questions about aggregated_portfolio

What does the aggregated_portfolio tool do? +

aggregated_portfolio is a read tool on the Open Stocks MCP server. It is categorised as a Read tool in the Open Stocks MCP MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on aggregated_portfolio? +

Register the Open Stocks MCP server in PolicyLayer and add a rule for aggregated_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 Open Stocks MCP. Nothing to install.

What risk level is aggregated_portfolio? +

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

Can I rate-limit aggregated_portfolio? +

Yes. Add a rate_limit block to the aggregated_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 aggregated_portfolio completely? +

Set action: deny in the PolicyLayer policy for aggregated_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 aggregated_portfolio? +

aggregated_portfolio is provided by the Open Stocks MCP server (open-agent-tools/open-stocks-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

KEEP EXPLORING

More on Open Stocks, and thousands of servers like it.

This server

All 152 Open Stocks tools →

Across the catalogue

The MCP Attack Database →

Guides

Roll out MCP under one policy →Data exfiltration →MCP token cost →