portfolio

Provides a high-level overview of the portfolio.

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/portfolio.md

WHAT IT DOES

What portfolio does on Open Stocks MCP

AI agents call 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 portfolio is rated Low

This tool retrieves and displays portfolio data without side effects. It is a read-only operation that queries existing financial account information. While it accesses sensitive financial data, the tool itself performs no writes, executions, deletions, or financial transactions. The severity is low because exposure would only permit viewing account information, not making trades or changes.

From the tool's definition Tool name 'portfolio' and description 'Provides a high-level overview of the portfolio' indicate a query/retrieval operation with no modification or execution of trades.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs 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 portfolio, this is the rule to start with:

portfolio Allowed

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": {
    "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 portfolio call is checked against it from then on.

FAQ

Questions about portfolio

What does the portfolio tool do? +

Provides a high-level overview of the portfolio. 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 portfolio? +

Register the Open Stocks MCP server in PolicyLayer and add a rule for 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 portfolio? +

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

Can I rate-limit portfolio? +

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

Set action: deny in the PolicyLayer policy for 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 portfolio? +

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

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