Investboard …
investing.md
Give each investing conversation the rules you decided on. investing.md carries your strategy in a readable Markdown file you can edit, download and take between compatible agentic systems.
Record your goals, allocation ranges, risk preferences and review rules. The file carries your policy at a stated date. MCP adds connected portfolio context and saved records; the plugin's four skills guide how to work with that context.
Excerpt from the synthetic demo mandate, using the same export format as your personal policy. The file is in English, the format's reference language. The full download includes its composition date and schema version.
Download the demo policy---
schema: investing.md
schema_version: "0.4"
mode: read-only
---
# Investment policy
## Purpose
- Primary objective: Wealth building
- Time horizon: 18 years
…
## Allocation bands
| Asset class | Minimum | Target | Maximum |
| --- | --- | --- | --- |
| Equities | 60% | 65% | 70% |
| Bonds | 15% | 20% | 25% |
| Alternatives | 3% | 8% | 13% |
| Cash | 2% | 7% | 12% |
…
## Review rules
- Single-issuer cap: 10% of core equity exposure (the core sleeve's equity book across all imported accounts), look-through.
- Rebalancing mode: Review on allocation-band breach.
…Write your goals, research standards, investing and trading rules, and expectations for an agentic system. Work through five sections with optional detail, review your words, and download a personal Markdown draft. No account needed.
English resources with fixed versions, available without an account. Read a fictional policy or fill a blank worksheet with your own choices. The blank worksheet is not a completed policy.
A synthetic policy composed on June 1, 2026. Its illustrative allocation and risk choices are not recommendations. This is a different fictional policy from the demo excerpt above.
Write down your objective, risk posture, target ranges and review rules. Check the completed document against the specification before sharing it.
Use the thesis worksheet to record your own rationale, dated evidence, expected observation, falsifier and review date. Keep the original alongside later reviews. It complements your policy; it is not part of the investing.md schema.
This file is a writing aid, not a product import or account record. Investboard's Premium thesis and journal workflow preserves supported records in the product for later retrieval and review.
Explore your investing second brainThe published specification and generic resources are reusable with credit to Investboard and disclosure of changes. Application code, branding and personal user exports are outside this grant. License: CC BY 4.0
Investboard Premium
Pair your strategy with the context of what you own and why you own it. Premium connects portfolio intelligence and saved reasoning to your agentic system through MCP. Market data, fundamentals and historical context support your research in Investboard.
Retrieve your saved policy, imported holdings, available analytics, checks, theses and journal records when you need them. Premium includes unlimited MCP connections.
Structure a strategy check, work through a decision, examine a thesis or review portfolio exposure. Use your policy file, research notes or connected Investboard context.
Company fundamentals, valuations and financial statements in Investboard Research. Equity fund exposures and historical portfolio correlations through MCP, with sources, dates and coverage.
Portfolio tools require Premium, portfolio:read and enabled portfolio sharing. Use a compatible agentic system; setup depends on its client. Skills do not grant account access.
Building and downloading investing.md stays free. Connecting your account is a separate step.
Your strategy in a file you can read, edit and share across systems. Replace the dated snapshot when your policy changes.
Connected context for your agentic system: your current mandate, available portfolio analytics and saved records. The plugin's four skills guide the workflow.
Your reasoning over time. Keep original theses, recorded decisions and later reviews together, then return to them in Investboard or through supported MCP retrieval.
A written reference for the strategy you chose: your goals, investment approach, allocation ranges and review rules. You can bring the same file to another compatible system and keep your own wording. Replace the snapshot when your policy changes.
investing.md supplies your written strategy. The plugin's four skills guide strategy checks, decisions, theses and portfolio analysis. A separate MCP connection retrieves supported account context. Portfolio analytics and saved-history retrieval require Premium and the appropriate permissions; the file and skills alone grant no account access.
It is a proposed format originating at Investboard. The published specification describes the current document contract; it is not evidence of universal adoption.
Yes. The public creator, specification and generic policy and thesis worksheets are free without an Investboard account. The creator produces a personal Markdown draft. A thesis worksheet is a writing aid; it does not create an account record or import a thesis into Investboard.
In Investboard, open your mandate's investing.md export and download or copy your policy. The demo download above is an example, not your personal policy. Create an account to record your own mandate and add portfolio context.