Get detailed P&L breakdown - daily, unrealized, and realized gains/losses.
AI agents call get_portfolio_pnl to retrieve information from IB Portfolio Tracker 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 portfolio performance metrics (profit/loss data) from an Interactive Brokers account. It is purely informational—it reads financial data without creating, modifying, deleting, or executing any transactions.
From the tool's definition Tool name 'get_portfolio_pnl' and description 'Get detailed P&L breakdown - daily, unrealized, and realized gains/losses' indicate data retrieval with no modification or execution of trades.
Attacks that exploit this kind of access
Get detailed P&L breakdown - daily, unrealized, and realized gains/losses. It is categorised as a Read tool in the IB Portfolio Tracker MCP Server MCP Server, which means it retrieves data without modifying state.
Register the IB Portfolio Tracker MCP Server MCP server in PolicyLayer and add a rule for get_portfolio_pnl: 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 IB Portfolio Tracker MCP Server. Nothing to install.
get_portfolio_pnl 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 get_portfolio_pnl 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 get_portfolio_pnl. 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.
get_portfolio_pnl is provided by the IB Portfolio Tracker MCP Server MCP server (vinbg/ib-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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