Run comprehensive portfolio health assessment combining correlation, tail risk, Monte Carlo, walk-forward analysis, and profile-aware dimensions (regime coverage, day-of-week coverage, allocation concentration, correlation risk, backtest-to-live scaling). Returns unified 9-layer report: verdict -...
AI agents call portfolio_health_check to retrieve information from Tradeblocks without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
Even though portfolio_health_check only reads data, uncontrolled read access leaks sensitive information and racks up API costs — an agent caught in a retry loop can make thousands of calls a minute without anyone noticing.
Attacks that exploit this kind of access
Run comprehensive portfolio health assessment combining correlation, tail risk, Monte Carlo, walk-forward analysis, and profile-aware dimensions (regime coverage, day-of-week coverage, allocation concentration, correlation risk, backtest-to-live scaling). Returns unified 9-layer report: verdict -> grades -> flags -> key numbers. It is categorised as a Read tool in the Tradeblocks MCP Server, which means it retrieves data without modifying state.
Register the Tradeblocks MCP server in PolicyLayer and add a rule for portfolio_health_check: 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 Tradeblocks. Nothing to install.
portfolio_health_check 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 portfolio_health_check 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_health_check. 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_health_check is provided by the Tradeblocks MCP server (tradeblocks-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.