Generate trade list to rebalance from current holdings to target weights with transaction cost estimate. Use when generating the exact trades needed to rebalance a portfolio from current holdings to target weights. Provide current_holdings (asset -> USD value), target_weights (asset -> weight, su...
Part of the Quantoracle server.
Free to start. No card required.
AI agents use portfolio_rebalance-plan to create or modify resources in Quantoracle. Write operations carry medium risk because an autonomous agent could trigger bulk unintended modifications. Rate limits prevent a single agent session from making hundreds of changes in rapid succession. Argument validation ensures the agent passes expected values.
Without a policy, an AI agent could call portfolio_rebalance-plan repeatedly, creating or modifying resources faster than any human could review. PolicyLayer's rate limiting ensures write operations happen at a controlled pace, and argument validation catches malformed or unexpected inputs before they reach Quantoracle.
Write tools can modify data. A rate limit prevents runaway bulk operations from AI agents.
{
"version": "1",
"default": "deny",
"tools": {
"portfolio_rebalance-plan": {
"limits": [
{
"counter": "portfolio_rebalance-plan_rate",
"window": "minute",
"max": 30,
"scope": "grant"
}
]
}
}
}See the full Quantoracle policy for all 74 tools.
These attack patterns abuse exactly the kind of access portfolio_rebalance-plan gives an agent. Each links to the full case and the policy that stops it:
Other write tools across the catalogue. The same approach applies to each: rate-limit and validate the arguments.
Generate trade list to rebalance from current holdings to target weights with transaction cost estimate. Use when generating the exact trades needed to rebalance a portfolio from current holdings to target weights. Provide current_holdings (asset -> USD value), target_weights (asset -> weight, sum to 1), transaction_cost_bps. Returns: list of trades (buy/sell with amounts), total cost, drift before/after, and post-rebalance weights. PAID ONLY — no free tier.. It is categorised as a Write tool in the Quantoracle MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
Register the Quantoracle MCP server in PolicyLayer and add a rule for portfolio_rebalance-plan: 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 Quantoracle. Nothing to install.
portfolio_rebalance-plan is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the portfolio_rebalance-plan 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 portfolio_rebalance-plan. 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.
portfolio_rebalance-plan is provided by the Quantoracle MCP server (QuantOracle/quantoracle). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Deterministic rules across all 74 Quantoracle tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.
Free to start. No card required.
4,600+ MCP servers and 31,000+ tools scanned and risk-classified.