Your investing rules. Ready for your AI.

Choose your goal, approach and investing rules. Download a simple text file for your AI agent, so your investing conversations start with what matters to you.

Choose your rules
Download your file
Use it in AI chats

How to use AI in Investboard: the practical guide

investing.md.md

Illustrative example

My investing rules

My goal: Build wealth for my retirement.
My decision rules: Write down my reasons before I invest.
How AI should help: Challenge my assumptions. Leave decisions to me.

Bring it into your AI chat

investing.md

Use my investing rules as context for our conversation.

Your rules, in a file you can take with you.

First, how do you invest?

Choose your investing style to tailor the options. Start with your goal, then select the rules that fit you.

Long-term investingGoals, portfolio structure and discipline.Active investingResearch, theses, sizing and exit criteria.TradingSetups, invalidation and risk budgets.Investing & tradingSeparate approaches, one personal policy.

What you’ll cover

Goals & context
What this money is for, what the policy covers, and how you intend to invest.
Portfolio & risk
Your chosen portfolio structure, risk limits and capital constraints.
Decision rules
What makes an investment or trade worth considering, and what happens next.
Behavior & review
Your commitments under pressure and how you revisit decisions.
AI & policy changes
How you want help, how exceptions work, and who can change your rules.

Already have a file?

Edit an existing file directly. Its text is preserved; it is not converted into answers.

Already have investing.md? Create an account and sign it →