Analyze correlation between all portfolio holdings. Auto-detects your portfolio positions. No need to specify tickers. Args: days: Number of trading days for correlation window (default 252 = ~1 year)
AI agents call portfolio_correlation_analysis 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 analyzes historical correlation data from the user's existing portfolio. It performs a read-only statistical analysis with no side effects—no positions are created, modified, deleted, or executed. While the server as a whole deals with financial data, this specific tool does not move money, execute trades, or commit financial obligations.
From the tool's definition Tool name is 'portfolio_correlation_analysis' and description states it 'Analyze[s] correlation between all portfolio holdings' with arguments limited to 'days: Number of trading days for correlation window'.
Documented attack patterns abuse exactly the kind of access portfolio_correlation_analysis 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 portfolio_correlation_analysis:
{
"version": "1",
"default": "deny",
"tools": {
"portfolio_correlation_analysis": {}
}
}portfolio_correlation_analysis is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.
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Analyze correlation between all portfolio holdings. Auto-detects your portfolio positions. No need to specify tickers. Args: days: Number of trading days for correlation window (default 252 = ~1 year). 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 portfolio_correlation_analysis: 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.
portfolio_correlation_analysis 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_correlation_analysis 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_correlation_analysis. 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_correlation_analysis 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.