# get_portfolio

Read full portfolio holdings and allocation.

Agent View of the PolicyLayer registry record for `get_portfolio`. HTML page: https://policylayer.com/tools/robinhood-agentic-trading/get-portfolio

## Facts

- Tool: `get_portfolio`
- Server: Robinhood Agentic Trading (`https://agent.robinhood.com/mcp/trading`) — https://policylayer.com/tools/robinhood-agentic-trading.md
- Homepage: https://github.com/https://agent.robinhood.com/mcp/trading
- Risk category: Read (Low risk)
- Registry record: grade D, identity verified
- Server auth posture: gated
- Server CORS policy: *
- Server rate-limited: no
- Parameters: 0
- Recommended policy verdict: Allowed

## Example call (MCP tools/call, JSON-RPC 2.0)

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_portfolio",
    "arguments": {}
  }
}
```

## 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 own definition: "Tool name 'get_portfolio' and description 'Read full portfolio holdings and allocation' explicitly indicate data retrieval with no modification or side effects."

Risk signals: Full portfolio composition

## Use case

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.

## Recommended policy (PolicyLayer)

Verdict: **Allowed**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches Robinhood Agentic Trading:

```json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "get_portfolio": {}
  }
}
```

## Other tools on Robinhood Agentic Trading (11)

- `cancel_equity_order` — Destructive — https://policylayer.com/tools/robinhood-agentic-trading/cancel-equity-order.md
- `place_equity_order` — Financial — https://policylayer.com/tools/robinhood-agentic-trading/place-equity-order.md
- `get_accounts` — Read — https://policylayer.com/tools/robinhood-agentic-trading/get-accounts.md
- `get_equity_orders` — Read — https://policylayer.com/tools/robinhood-agentic-trading/get-equity-orders.md
- `get_equity_positions` — Read — https://policylayer.com/tools/robinhood-agentic-trading/get-equity-positions.md
- `get_equity_quotes` — Read — https://policylayer.com/tools/robinhood-agentic-trading/get-equity-quotes.md
- `get_watchlists` — Read — https://policylayer.com/tools/robinhood-agentic-trading/get-watchlists.md
- `review_equity_order` — Read — https://policylayer.com/tools/robinhood-agentic-trading/review-equity-order.md
- `search` — Read — https://policylayer.com/tools/robinhood-agentic-trading/search.md
- `add_to_watchlist` — Write — https://policylayer.com/tools/robinhood-agentic-trading/add-to-watchlist.md
- `update_watchlist` — Write — https://policylayer.com/tools/robinhood-agentic-trading/update-watchlist.md

## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

---

Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=robinhood-agentic-trading · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/robinhood-agentic-trading