Medium Risk

update_portfolio

update_portfolio

How to control update_portfolio ↓

AI agents use update_portfolio to create or update resources in Wyckoff Trading Agent MCP Server — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Wyckoff Trading Agent MCP Server environment.

Medium Risk

Portfolio updates are reversible modifications (positions can be adjusted or removed). Without a description, confidence is reduced, but the name strongly suggests data modification rather than deletion. Severity is medium because portfolio changes can affect trading decisions but are not irreversible deletions or financial transactions themselves—they are preparatory data modifications.

From the tool's definition Tool named 'update_portfolio' with no description provided. The name alone indicates modification of portfolio data. Context shows this is part of a trading analysis server with tools for stock screening, strategy, and backtesting, confirming the write nature.

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

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

policy.json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "update_portfolio": {
      "limits": [
        {
          "counter": "update_portfolio_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

update_portfolio stays usable, but capped — an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.

  1. Create a free account and register Wyckoff Trading Agent MCP Server — nothing to install.
  2. Add this policy — paste it, or build it visually.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
LIMIT THIS TOOL →

Free to start. No card required.

Go deeper

What does the update_portfolio tool do? +

update_portfolio. It is categorised as a Write tool in the Wyckoff Trading Agent MCP Server MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on update_portfolio? +

Register the Wyckoff Trading Agent MCP Server MCP server in PolicyLayer and add a rule for update_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 Wyckoff Trading Agent MCP Server. Nothing to install.

What risk level is update_portfolio? +

update_portfolio is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit update_portfolio? +

Yes. Add a rate_limit block to the update_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 update_portfolio completely? +

Set action: deny in the PolicyLayer policy for update_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 update_portfolio? +

update_portfolio is provided by the Wyckoff Trading Agent MCP Server MCP server (youngcan-wang/wyckofftradingagent). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

Enforce policy on every Wyckoff Trading Agent MCP Server tool call.

Deterministic rules across all 15 Wyckoff Trading Agent MCP Server tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

Free to start. No card required.

15 Wyckoff Trading Agent MCP Server tools catalogued and risk-classified — across an index of 42,500+ MCP servers.

// GET IN TOUCH

Have a question or want to learn more? Send us a message.

Message sent.

We'll get back to you soon.