Bring your strategy, portfolio and decision history to AI agents with investing.md, plugin skills and MCP. Premium also provides market data, company fundamentals and historical context in Investboard Research.
Read your investing.md or connected policy. Clarify the proposed change.
02
Examine the trade-offs.
Use supplied holdings or connected analytics. Flag missing data and uncertainty.
03
Keep the reasoning.
Separate evidence from assumptions. Record a decision only after you state it.
Illustrative workflow. You decide what to do.
01 / The plugin's four skills
Four ways to think an investment through.
Four skills in the Investboard plugin guide strategy checks, decisions, theses and portfolio analysis. Use them with your policy file, research notes or connected Investboard context.
01Investment Strategy CheckDoes this purchase fit my plan?
Checks a proposal against your goals, allocation ranges, and limits. Shows which rules it touches and where evidence is missing.
Use Investment Strategy Check. Read my Investboard policy or the investing.md I attach. Ask which change I want to check, then clarify its instrument, amount and funding before checking it.
What to look for
The AI agent identifies your rules and their date, asks for missing proposal details and distinguishes a file-based review from a saved Investboard check.
02Investment Decision-MakingHow do I weigh my options?
Compares the alternatives you bring against your goals. Makes trade-offs, uncertainty, and your own reasoning explicit.
Use Investment Decision-Making to compare the alternatives I provide against my goals. Separate evidence, assumptions and uncertainty. Ask for my decision before recording any outcome.
What to look for
A comparison of your own alternatives, with trade-offs and unanswered questions. No decision is attributed to you until you state it.
03Investment ThesisWhat would change my investment case?
Structures your thesis around assumptions, time horizon, and risks. Identifies the evidence that would change your view.
Use Investment Thesis to review the thesis I provide, or ask which saved Investboard thesis to read. Identify assumptions, time horizon, risks and evidence that would change my view. Show a draft for me to review and save in Investboard.
What to look for
A thesis draft with explicit assumptions and falsifiers. The AI agent distinguishes retrieved records from your new draft; thesis and journal edits remain in Investboard.
04Portfolio IntelligenceHow diversified am I, really?
Examines fund holdings, overlap, concentration, and historical correlations. Explains the findings with their dates and coverage.
Use Portfolio Intelligence with my permitted Investboard data or the files I attach. Explain equity fund look-through, overlaps, concentration and historical correlations. State dates, currency, coverage and missing evidence. Do not infer correlations without return series.
What to look for
An evidence-based portfolio explanation with explicit coverage gaps. Only the equity portion is looked through to companies. Missing fund data or return series stays unavailable.
A skill guides the work. Files come from you; account tools require separate authorization and the applicable plan.
Give your agentic system a written reference for your goals, investment approach and review rules. investing.md keeps the strategy you chose in a readable file you can bring to each conversation.
Your goals, risk preferences and investment limits together
A strategy you can read, edit and share across systems
A dated reference for reviewing an idea against your plan
Illustrative policy excerpt · Demo data · A snapshot, not a live portfolio
03 / MCP
Bring your portfolio into the conversation.
Evaluate an idea against what you own and the rules you set. Investboard's MCP server connects a compatible agentic system to your mandate, portfolio analytics and recorded reasoning.
Your strategy, portfolio and reasoning
Your agentic system
A client supporting remote MCP and OAuth
MCP
Investboard MCP
Examples of supported tools
get_policypolicy:read
Reads your mandate and saved instructions.
get_portfolio_analysisportfolio:read
Reads portfolio exposures, concentration and shared fund holdings.
get_journalrecord:read
Reads your journal entries, newest first.
Illustrative connection. Tool access depends on permissions, account access and plan. Portfolio reads also need portfolio sharing enabled.
Understand company exposure across stocks and equity funds
Check a proposed change against your investment policy
Return to earlier checks, theses and journal entries
Download the four skills for work with your own files. Connect Investboard Premium for portfolio intelligence and supported history, thesis and journal retrieval.
Find Investboard for your AI agent
Install the plugin, connect your account or browse the four skills. Choose a destination, then follow the setup instructions below.
ChatGPT / Codex
Version 2.1.2 is available in ChatGPT and Codex, with four skills and the Investboard account connection.
Find the hosted MCP server address and its documentation in the server directory.
Start with your own files
Install a skill and attach an investing.md, report or notes. No Investboard account is needed for this route. The AI agent can use only the evidence you supply.
Investboard Premium unlocks connected account tools, including portfolio analytics and reading saved check history, investment theses and journal entries.
Free accounts include one connection for policy and status, checks and recording decisions you state.
Your AI agent provider's subscription is separate.
Create your Investboard account and complete setup, then return to your AI agent to connect.
Premium provides the full connected workflow. Active Free accounts support one connection for policy, status, checks and decision recording. Portfolio reads also need your permission and enabled sharing. Your AI agent provider has separate requirements.
Download one or more individual skill ZIPs here. Keep each file zipped for upload.
Enable code execution and file creation, then open Customize → Skills and choose the upload action (Add skill → Upload skill in the current interface). Upload each ZIP and enable it.
Start a new conversation with your files. For account data, separately add Investboard under Connectors using OAuth and the server address below.
Open Claude Code. Investboard's public GitHub marketplace includes all four skills and the remote MCP connection.
Run these commands in your terminal to add the marketplace and install Investboard.
claude plugin marketplace add Investboard/ai-toolkit
claude plugin install investboard@investboard
Start a new session and complete OAuth when the connected tools request access.
Local ZIP alternative
For a local installation, download and extract the marketplace ZIP. Open a terminal inside investboard-marketplace, run the commands below and keep that folder after installation.
Open the plugin directory in Codex, search for Investboard and choose its public directory entry. Local marketplace and personal test entries are separate copies. The link above opens the public listing on the web.
Install the plugin and start a new conversation. The package includes Investment Strategy Check, Investment Decision-Making, Investment Thesis and Portfolio Intelligence.
Use your own files, or connect your Investboard account with OAuth when you need account tools. Reuse an existing Investboard connection.
Local ZIP alternative
For a local installation, download and extract the marketplace ZIP. Open a terminal inside investboard-marketplace and run the command below. Restart Codex, choose the Investboard source in its plugin directory and install it. Keep the extracted folder.
Open the published Investboard listing above and install the plugin. It includes the four skills and the Investboard account connection; you do not need to create a custom MCP plugin.
Choose Try in chat and start with your files, or connect your Investboard account with OAuth for supported account data. Review the permissions before approving access.
If your workspace restricts installation, ask its administrator to make Investboard available. The manual server address below is an alternative for accounts that support custom MCP connections.
Check MCP: List Servers first and reuse an existing Investboard connection. This button adds the MCP connection; it does not install the four skills.
Open the installation link in VS Code and review the server address before installing. GitHub Copilot and workspace policies may have separate requirements.
For account data, complete OAuth and review the requested permissions. Start with the policy message below; additional tools can request their own permissions.
Start a new Gemini session with your files. For account data, use /mcp auth investboard when needed and review the requested permissions. Your provider account and quota are separate.
The plugin ZIP supplies the portable Agent Plugins format for compatible clients, including Cursor. Import it using your client's documented local installation flow.
Plugin import and account connection are separate capabilities. Public marketplace availability depends on each provider's review. Check the provider instructions for your client version.
Use the server address below when adding a custom MCP connection. If the plugin already added Investboard, use that connection. Review the requested permissions before approving access.
https://app.investboard.com/mcp
Confirm your account connection
Read my Investboard policy and explain its date and rules. Do not run a check or record a decision yet.
Inspect the tool response and its date. A skill download alone does not connect your account. File-only answers use only the evidence you supply.
Choose your first task
Choose a skill and send its first message in your new conversation. A policy read alone creates no check in Activity. A requested check saves a hypothetical assessment; a decision is recorded only after you state it. Investboard does not place orders.
Updates and access
These downloads are versioned snapshots. Return here for updates and replace or reinstall the skill or plugin using your provider's instructions. Local ZIP installs do not update themselves. After updating, start a new conversation.
Manage portfolio sharing and revoke account access under AI agents → Connections in Investboard. Uninstalling a skill or plugin is separate from revoking OAuth access. Revocation stops future authorized calls; it does not recall files or text already shared with your AI agent provider.
For Claude chat, upload one individual skill ZIP at a time. Keep it zipped. The plugin and marketplace archives contain several skills and belong to different installation routes. If your browser extracted a download automatically, download it again with automatic extraction disabled.
The skill or plugin does not appear
Enable the installed skill and start a new conversation. For Claude chat, enable code execution and file creation too. In a managed workspace, ask its administrator whether skills, plugins and custom connections are allowed. After a local marketplace install, keep the extracted folder and restart the desktop client.
The account connection fails
Check the exact server address above, select OAuth and sign in to the intended Investboard account. Complete its account setup. If a Free account has reached its one-connection limit, review its existing connections or choose Premium. Use an existing Investboard connection when the plugin has already added one.
Claude cannot find a connected tool
Open your Investboard connector in Claude and inspect Tool permissions. A tool marked Blocked is unavailable to the AI agent even when OAuth is connected. For a tool you want to use, choose Needs approval and start a new conversation. Review each requested call before allowing it. This is separate from your Investboard plan and OAuth permissions.
Portfolio tools or saved records are unavailable
Connected portfolio analytics and saved-record reads require Premium. Portfolio reads also need portfolio:read and enabled Portfolio analytics sharing under AI agents → Connections. For an older connection missing this permission, authorize the additional access through OAuth. Read the returned access error before changing a connection; other granted tools may still work.
The answer has missing or old data
Check dates, currency and coverage in the tool response or supplied files. Import or update the relevant records in Investboard, then ask again. Missing holdings, fund coverage or return series cannot establish diversification or correlation. Thesis and journal edits are made in Investboard.
Premium data, in context
Read the investment in context.
Premium pairs market data and company fundamentals with historical context for your research. Through MCP, your agentic system can examine portfolio exposure and measured correlations, with sources, dates and coverage.
Company fundamentals, valuations and financial statements in Investboard Research
Equity fund look-through, concentration and overlap through MCP
Historical correlations with observation periods and data coverage
Create investing.md for free, then follow the guide to connect MCP and use the plugin skills in a compatible agentic system. Premium adds portfolio analytics, history retrieval and unlimited MCP connections.
Bring portfolio intelligence and saved reasoning to your compatible agentic system, with premium market data, fundamentals and historical context for your research. € 19/month or € 179/year.
The public investing.md workbook is free without an account. MCP portfolio analytics and record retrieval require the appropriate connection permissions; portfolio sharing must also be enabled for portfolio reads.
Before you choose
Your AI investing workflow.
What does the AI investing toolkit add to my agentic system?
It brings together your written strategy, tools for portfolio analysis and a process for examining investment decisions. With Premium, a connected system can also return to saved checks, theses and journal entries. Premium market data, fundamentals and historical research are available in the Investboard platform; MCP exposes the documented portfolio and policy tools.
Can I use investing.md without Premium?
Yes. The public workbook and generic templates are free and available without an account. Your file is a dated strategy snapshot. Premium adds account portfolio analytics, saved-record retrieval and unlimited MCP connections.
Which agentic systems can I connect?
Use a client that supports remote MCP over Streamable HTTP with OAuth. Follow the setup guide for client-specific instructions and the four plugin skills. Account and workspace settings can affect availability. Installing skills alone does not connect your Investboard account.
Can the toolkit place orders or change my mandate?
Investboard's MCP tools do not execute orders or change your mandate. A separate broker connection in your AI agent has its own capabilities. You retain every investment decision.
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