Investment Strategy Check
Does 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.
Investboard …
Investboard MCP
Connect AI agents to your investment rules, portfolio exposure and decision history. Investboard's investing MCP server brings equity fund look-through, historical correlations and saved reasoning into each review.
Mandate and checks with Free. Portfolio analytics and history with Premium.
Context, on request
Holdings, equity fund look-through and historical correlations
Your mandate and a change you propose
Theses, journal entries and the outcomes you state
01 / Workflow
Keep your strategy, the evidence and your reasons connected. Use the same context when you examine an idea, record your decision and return to it later.
Read your mandate alongside your holdings and available portfolio analytics. See the exposure you already have before examining a change.
Check a clearly stated proposal against your recorded investment rules. Keep the affected rules and any missing evidence with the result.
Save the decision you state alongside its check, so a later review has a concrete record of what you chose.
With Premium, retrieve earlier checks, theses and journal entries to review your original assumptions and reasoning.
Context meets process
Investboard's investing MCP server links a compatible agentic system to your strategy, imported holdings and saved reasoning. MCP, the Model Context Protocol, lets it retrieve that context as you work. The plugin's four skills guide how to examine it.
Your written strategy in a file you can bring to each conversation.
Four workflows for strategy checks, decisions, theses and portfolio intelligence.
Portfolio analytics and saved reasoning alongside your current mandate.
Investment Strategy Check
Checks a proposal against your goals, allocation ranges, and limits. Shows which rules it touches and where evidence is missing.
Investment Decision-Making
Compares the alternatives you bring against your goals. Makes trade-offs, uncertainty, and your own reasoning explicit.
Investment Thesis
Structures your thesis around assumptions, time horizon, and risks. Identifies the evidence that would change your view.
Portfolio Intelligence
Examines fund holdings, overlap, concentration, and historical correlations. Explains the findings with their dates and coverage.
Skills also work with files you provide. Installing them does not grant account access.
02 / Connect
You need an active Investboard account and a client supporting remote MCP over Streamable HTTP with OAuth. Client availability also depends on its own account and workspace settings.
Full connected access requires Investboard Premium
Portfolio analytics and saved check history, theses and journal entries require Premium. Free includes one connection for policy and status, checks and stated decisions. All four skills can work with files you supply without an Investboard subscription.
Your AI agent provider's subscription is separate. Connecting an AI agent does not start a subscription or change your plan.
Create your Investboard account and complete setup, then return to your AI agent to connect.
Complete the account setup and record your mandate. Free supports one AI agent connection; Premium removes the connection limit.
Choose your AI agent in the toolkit installer, add the published MCP address, and sign in to authorize access.
Download the individual skills or the plugin package for your AI agent. The installer provides the matching steps and a first message for each skill.
Retrieve your policy first, then choose a skill for your question. Confirm the returned context before relying on the analysis.
03 / Tools
Each tool has one defined job. Your permissions, subscription and connection settings determine which tools can return data.
Your own plan as the reference for a proposed change.
get_policyReads your mandate and saved instructions.
get_statusReads where your mandate stands.
check_actionChecks a proposed change and records its evidence.
record_decisionRecords the decision you have stated after a check.
Bring in data through your AI agent and review it before saving.
prepare_portfolio_importPrepares your holdings and transactions for review in Investboard. You confirm before anything is imported.
get_portfolio_importReads the status and receipt of an import this AI agent submitted.
Understand what you own, directly and through funds.
get_portfolio_holdingsReads your holdings and the investments inside your funds.
get_portfolio_analysisReads portfolio exposures, concentration and shared fund holdings.
get_portfolio_correlationsReads measured historical correlations with their data coverage.
preview_rebalanceCompares ways to invest a contribution or rebalance under your mandate, without saving a plan.
get_performance_explanationExplains how your whole portfolio performed, with contributions, costs, currency effects and data gaps shown separately.
list_stress_scenariosLists the historical crises a stress test can replay over your portfolio.
start_stress_testStarts a stress test that replays a past crisis over what you hold today; the run appears in your stress test history.
get_stress_testReads a stress test's result: the loss, the recovery time and each position's impact, as a look back and not a forecast.
Return to the evidence and reasoning behind earlier decisions.
get_reflection_historyReads checks an AI agent ran. Checks made in Investboard itself are not listed.
get_own_recordReads the thesis you recorded for one instrument.
get_journalReads your journal entries, newest first.
get_decision_outcomesCompares your recorded decisions with what was observed afterwards, keeping missing data visible.
get_review_changesShows what changed in your portfolio since your last approved review, without saving anything.
prepare_reviewPrepares a portfolio review with your own reasoning for you to approve in Investboard; nothing is final until you do.
get_prepared_reviewReads whether a review it prepared is still waiting, saved as a draft or completed by you.
get_approved_reviewReads a review as you approved it, with your reasoning and the figures it rested on.
04 / Boundaries
Within the access you grant, your agentic system can read imported holdings and available values, stock exposure through equity funds, and historical portfolio analytics. It can save checks and the decisions you report. Portfolio tool responses exclude brokerage credentials and account numbers. MCP cannot submit orders or change your mandate.
Access at a glance
Free includes one connection and the core mandate tools. Premium adds unlimited connections, portfolio analytics, history, theses and journal reads. Your AI agent provider may have separate requirements.
Compare plansEach tool needs its OAuth permission and active account access. Free includes one connection and core policy, status, check and decision-recording tools. Premium adds portfolio analytics, check history, theses and journal reads. Portfolio reads also require portfolio:read and enabled sharing.
Check when the analysis was computed, how old its prices and fund holdings are, and where data is missing. A new tool call does not make the underlying evidence current.
Disable Portfolio analytics for a connection to stop its three portfolio reads, or revoke the whole connection in Investboard. Older connections need fresh OAuth approval for portfolio:read; turning sharing on cannot grant that permission.
Your chosen AI agent processes the information it receives under its own terms. EU processing statements for Investboard's built-in AI do not describe every external provider.
If you prefer a file, investing.md carries your policy at its export date. It does not authorize a connection or update itself.
Before you choose
The plugin's four skills guide strategy checks, decision-making, investment theses and portfolio intelligence. MCP supplies the connected policy, portfolio and saved-record context those workflows can use. The skills can also work with files you provide; installing them alone does not authorize account access.
Use a client that supports remote MCP over Streamable HTTP with OAuth. The setup guide covers supported clients and connection instructions. Account and workspace settings can affect availability. External MCP and Investboard's built-in AI have different tool and data scopes.
No. Free supports one connection and the core policy, status, check and decision-recording tools while account access is active. Reflection history, theses, journal retrieval and portfolio analytics require Premium and their respective permissions.
No. A check examines a proposal, and record_decision records the outcome you report. Neither operation submits an order, changes broker holdings or updates your mandate.
Ready for the first conversation
Set up your Investboard account and mandate, then follow the guide to connect MCP and add the plugin skills.