Analyze portfolio positions with earnings dates and risk assessment. Fetches positions, groups into spreads, categorizes by urgency, and returns structured analysis with recommendations. Requires TWS or IB Gateway running locally. Args: port: IB port (7496 for live, 7497 for paper) account: Speci...
AI agents call ib_portfolio_action_report 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 is a Read operation—it analyzes existing portfolio positions and provides structured analysis with risk assessment and recommendations, but does not execute trades, modify positions, or commit financial obligations.
From the tool's definition Tool fetches positions, groups into spreads, categorizes by urgency, and returns structured analysis. It retrieves portfolio data for analysis without modifying or deleting positions.
Documented attack patterns abuse exactly the kind of access ib_portfolio_action_report 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_action_report:
{
"version": "1",
"default": "deny",
"tools": {
"ib_portfolio_action_report": {}
}
}ib_portfolio_action_report 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.
Analyze portfolio positions with earnings dates and risk assessment. Fetches positions, groups into spreads, categorizes by urgency, and returns structured analysis with recommendations. Requires TWS or IB Gateway running locally. Args: port: IB port (7496 for live, 7497 for paper) account: Specific account ID (optional). 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_action_report: 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_action_report 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_action_report 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_action_report. 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_action_report 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.