Get portfolio positions from Interactive Brokers. Returns all positions including stocks and options with market prices. Requires TWS or IB Gateway running locally. Args: port: IB port (7496 for live, 7497 for paper) account: Specific account ID (optional, uses first if not specified)
AI agents call ib_portfolio to retrieve information from Trading Skills without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool retrieves portfolio data from Interactive Brokers without modifying, deleting, or executing financial transactions. It is fundamentally a Read operation. The severity is elevated to medium because exposure of complete portfolio positions, account holdings, and real-time valuations could enable fraud, front-running, or targeted attacks if an untrusted agent gains access.
From the tool's definition Tool description states 'Get portfolio positions' and 'Returns all positions including stocks and options with market prices.' The verb 'Get' and 'Returns' indicate data retrieval with no modification.
Documented attack patterns abuse exactly the kind of access ib_portfolio gives an agent:
PolicyLayer is an MCP gateway — it sits between your AI agents and Trading Skills, and nothing reaches the server without passing your rules. This is the rule we recommend for ib_portfolio:
{
"version": "1",
"default": "deny",
"tools": {
"ib_portfolio": {}
}
}ib_portfolio is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.
Free to start. No card required.
Get portfolio positions from Interactive Brokers. Returns all positions including stocks and options with market prices. Requires TWS or IB Gateway running locally. Args: port: IB port (7496 for live, 7497 for paper) account: Specific account ID (optional, uses first if not specified). It is categorised as a Read tool in the Trading Skills MCP Server, which means it retrieves data without modifying state.
Register the Trading Skills MCP server in PolicyLayer and add a rule for ib_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 Trading Skills. Nothing to install.
ib_portfolio is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the ib_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.
Set action: deny in the PolicyLayer policy for ib_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.
ib_portfolio is provided by the Trading Skills MCP server (staskh/trading_skills). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Deterministic rules across all 35 Trading Skills tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.
Free to start. No card required.
35 Trading Skills tools catalogued and risk-classified — across an index of 42,500+ MCP servers.