Get all portfolio positions with live P&L calculations. Args: include_current_prices: Include real-time prices and P&L (default True)
AI agents call get_my_portfolio to retrieve information from MaverickMCP 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 existing portfolio data with optional enrichment via real-time pricing. It has no side effects—it does not create positions, execute trades, modify holdings, or commit financial obligations. While the server context involves financial data, this specific tool is purely informational.
From the tool's definition Tool name 'get_my_portfolio' and description 'Get all portfolio positions with live P&L calculations' indicates retrieval of portfolio data.
Documented attack patterns abuse exactly the kind of access get_my_portfolio gives an agent:
PolicyLayer is an MCP gateway — it sits between your AI agents and MaverickMCP, and nothing reaches the server without passing your rules. This is the rule we recommend for get_my_portfolio:
{
"version": "1",
"default": "deny",
"tools": {
"get_my_portfolio": {}
}
}get_my_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 all portfolio positions with live P&L calculations. Args: include_current_prices: Include real-time prices and P&L (default True). It is categorised as a Read tool in the MaverickMCP MCP Server, which means it retrieves data without modifying state.
Register the Maverick MCP server in PolicyLayer and add a rule for get_my_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 MaverickMCP. Nothing to install.
get_my_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 get_my_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 get_my_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.
get_my_portfolio is provided by the Maverick MCP server (wshobson/maverick-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Deterministic rules across all 54 MaverickMCP tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.
Free to start. No card required.
54 MaverickMCP tools catalogued and risk-classified — across an index of 42,500+ MCP servers.