Get daily position snapshots with optional filters
AI agents call list_daily_positions to retrieve information from My Portfolio MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool retrieves and queries portfolio position data at a daily snapshot level. It performs a read-only operation that returns information without creating, modifying, deleting, or executing any actions. The presence of optional filters suggests standard query parameters for filtering results.
From the tool's definition Tool name 'list_daily_positions' and description 'Get daily position snapshots with optional filters' indicate a retrieval operation with no modification or side effects.
Attacks that exploit this kind of access
Get daily position snapshots with optional filters. It is categorised as a Read tool in the My Portfolio MCP Server MCP Server, which means it retrieves data without modifying state.
Register the My Portfolio MCP Server MCP server in PolicyLayer and add a rule for list_daily_positions: 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 My Portfolio MCP Server. Nothing to install.
list_daily_positions 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 list_daily_positions 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 list_daily_positions. 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.
list_daily_positions is provided by the My Portfolio MCP Server MCP server (udaybhasker-ub/my-portfolio-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
Teams ship this data inside their own products. See what a licence covers →