get_portfolio

Read full portfolio holdings and allocation.

SERVERRobinhood Agentic Trading SOURCEhttps://agent.robinhood.com/mcp/trading

Low RISK CLASS

Category Read

Parameters 00 required

Recommended Allowedsee the rule below

Registry record Grade D, identity verified Pull the record →

This record as markdown: /tools/robinhood-agentic-trading/get-portfolio.md

WHAT IT DOES

What get_portfolio does on Robinhood Agentic Trading

AI agents call get_portfolio to retrieve information from Robinhood Agentic Trading without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

RISK

Why get_portfolio is rated Low

This is a read-only operation that retrieves portfolio data. However, severity is high rather than low because the data accessed is sensitive financial information (holdings and allocation details) that could expose investment positions, holdings diversity, concentration risk, and estimated account value.

From the tool's definition Tool name 'get_portfolio' and description 'Read full portfolio holdings and allocation' explicitly indicate data retrieval with no modification or side effects.

Risk signalsFull portfolio composition

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs get_portfolio safely

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

get_portfolio Allowed

get_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": {
    "get_portfolio": {}
  }
}

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

The button opens the PolicyLayer dashboard: create your workspace, connect Robinhood Agentic Trading, apply this rule, and every get_portfolio call is checked against it from then on.

FAQ

Questions about get_portfolio

What does the get_portfolio tool do? +

Read full portfolio holdings and allocation. It is categorised as a Read tool in the Robinhood Agentic Trading MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_portfolio? +

Register the Robinhood Agentic Trading MCP server in PolicyLayer and add a rule for get_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 Robinhood Agentic Trading. Nothing to install.

What risk level is get_portfolio? +

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

Can I rate-limit get_portfolio? +

Yes. Add a rate_limit block to the get_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 get_portfolio completely? +

Set action: deny in the PolicyLayer policy for get_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 get_portfolio? +

get_portfolio is provided by the Robinhood Agentic Trading MCP server (https://agent.robinhood.com/mcp/trading). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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