get_portfolio

THE RISK

Low Risk

Why get_portfolio needs a policy

This tool retrieves account and portfolio data without creating, modifying, deleting, or executing any transactions. It has no side effects on the system or financial positions. While the data returned may be financially sensitive (account balances, positions), the tool itself performs only read access, making it a low-risk Read operation.

From the tool's definition Tool name 'get_portfolio' and description 'Get the current portfolio with all positions, cash, and P&L information' indicates a retrieval operation only.

Documented attack patterns abuse exactly the kind of access get_portfolio gives an agent:

POLICY

How to control get_portfolio

PolicyLayer is an MCP gateway — it sits between your AI agents and IBKR-MCP-Server, and nothing reaches the server without passing your rules. This is the rule we recommend for get_portfolio:

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "get_portfolio": {}
  }
}

get_portfolio is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.

Create a free account and register IBKR-MCP-Server — nothing to install.
Add this policy — paste it, or build it visually.
Point your MCP client (Claude, Cursor, anything) at your gateway URL.

CAP THIS TOOL →

Free to start. No card required.

EXPLORE

Related tools and policies

More IBKR-MCP-Server tools

Read get_account_summary Get account summary including cash balances, margin requirements, and key metrics. Read get_connection_status Get the current connection status and configuration. Read get_option_price get_option_price Read get_stock_price Get current stock price and market data.

All 5 IBKR-MCP-Server tools →

Read tools on other servers

M-Team MCP Server get_torrent_detail YouTube MCP Server search_channel Android Forensics ADB MCP Server parse_browser_history 0xarchive web3_challenge

Go deeper

The MCP Attack Database → Documented attack patterns against MCP deployments — and the policies that stop them.
Data exfiltration → How read access becomes an exfiltration channel when chained with untrusted content.
MCP token cost → What connecting this server costs in context-window tokens on every request.
Rate Limiting MCP Tool Calls: A Practical Guide →
MCP Security: Why Prompt Guardrails Aren't Enough →

FAQ

Questions about get_portfolio

What does the get_portfolio tool do? +

Get the current portfolio with all positions, cash, and P&L information. It is categorised as a Read tool in the IBKR-MCP-Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_portfolio? +

Register the IBKR-MCP-Server MCP server in PolicyLayer and add a rule for get_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 IBKR-MCP-Server. Nothing to install.

What risk level is get_portfolio? +

get_portfolio is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit get_portfolio? +

Yes. Add a rate_limit block to the get_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.

How do I block get_portfolio completely? +

Set action: deny in the PolicyLayer policy for get_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.

What MCP server provides get_portfolio? +

get_portfolio is provided by the IBKR-MCP-Server MCP server (xiao81/ibkr-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

Enforce policy on every IBKR-MCP-Server tool call.

Start from IBKR-MCP-Server, add the rest of your stack, and see everything your agents can call. Then put policy on all of it.

CHECK YOUR STACK →