INVESTBOARD, YOUR WAY
Portfolio intelligence for self-directed investors: a personal report, a web and mobile app, or tools for your own AI.
For a one-time, in-depth assessment
Upload your broker CSVs. Get a personalized report on your holdings, concentration, risks, and costs.
No account. No ongoing portfolio storage.
Explore the portfolio reportFor an ongoing view of your investments
Track performance and see how your portfolio follows your plan. On web and mobile, with AI built in.
Web + native mobile app
Explore the demoFor investors who use their own AI
Give your assistant your rules, portfolio analytics, and four skills to work through investment questions.
investing.md + MCP + Skills
Explore the AI toolkitPORTFOLIO INTELLIGENCE
Your holdings are only the starting point. Discover what sits beneath them, where exposures add up, and how your investments move together.
Equity funds are resolved to their company holdings. Other asset classes stay separate.
The underlying companies and sectors reveal how much diversification each holding adds.
Overlap describes shared holdings. Correlation measures how returns have moved together.
A fund’s trading currency does not tell you where its companies are based.
View country and currency exposure separately.Largest regions in the X-Ray demo, as shares of the valued portfolio. Company domicile is not revenue geography.
| Fund | Core MSCI World | FTSE All-World | Euro Government Bond |
|---|---|---|---|
| Core MSCI World | 1.00 | 0.99 | 0.25 |
| FTSE All-World | 0.99 | 1.00 | 0.24 |
| Euro Government Bond | 0.25 | 0.24 | 1.00 |
Oct 1, 2021 – Sep 25, 2026. Weekly total returns in EUR. Full analysis coverage: 92.4%. Past relationships can change.
Understand more before you decide.
Explore the portfolio yourselfTHE PLATFORM · WEB + MOBILE APP
Your accounts, performance, and strategy in one place. With built-in AI on web and mobile.
Separate investment performance from deposits and withdrawals. Compare it with a benchmark.
Check your current mix against the ranges you set.
Save investment theses and decisions. Return to them when it is time to review.
Market Index
Issuer limit exceededAN EXAMPLE QUESTION FROM HOME
My Home page reports: “Issuer limit exceeded”. Explain this exception using my portfolio and mandate. Which holdings contribute to it and what should I review? Identify any missing data.
Choose a question to explore the preview.
Product preview · demo data
RESEARCH · INCLUDED IN PREMIUM
Company financials, valuation comparisons, and ETF holdings. The detail behind your next decision, inside Investboard.
AAPL · NASDAQ
| Fiscal year | Revenue | Net income |
|---|---|---|
| 2021 | 274.5 | 57.4 |
| 2022 | 365.8 | 94.7 |
| 2023 | 394.3 | 97.0 |
| 2024 | 383.3 | 93.7 |
| 2025 | 398.9 | 99.8 |
Illustrative annual statements from the research demo. Demo snapshot: Apr 15, 2026.
AAPL · NASDAQ
Company comparison · P/E
Illustrative multiples. Companies differ in growth, margins, and business model. Demo snapshot: Apr 15, 2026.
VWCE.DE · IE00BK5BQT80
Five largest positions
15.35%of fund weightFive largest positionsWeight in fund
NVDA4.47%
AAPL4.00%
MSFT2.65%
AMZN2.21%
GOOGL2.00%Captured ETF holdings. Weights are shares of the fund, not your portfolio. Holdings as of Aug 3, 2026.
From the portfolio down to the individual security.
Explore the research demoTHE TOOLKIT FOR YOUR OWN AI
Your rules as the starting point. Your portfolio data as evidence. Four skills to guide your assistant through the work.
Your goals and limits in a readable file. Create it free, without an account, and share it with your assistant.
With Premium, your assistant can retrieve the portfolio analytics, theses, and decisions you permit. Revoke access at any time.
Check proposals, weigh alternatives, challenge a thesis, and analyze your portfolio. Structured workflows for your AI.
A readable file. You choose where to share it.
INVESTBOARD SKILLS
EXAMPLE QUESTION
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.
EXAMPLE QUESTION
How do I weigh my options?
Compares the alternatives you bring against your goals. Makes trade-offs, uncertainty, and your own reasoning explicit.
EXAMPLE QUESTION
What would change my investment case?
Structures your thesis around assumptions, time horizon, and risks. Identifies the evidence that would change your view.
EXAMPLE QUESTION
How diversified am I, really?
Examines fund holdings, overlap, concentration, and historical correlations. Explains the findings with their dates and coverage.
INVESTBOARD PREMIUM
The Investboard platform and your own AI. Choose either. Use both.
The platform. Your own AI.
€19/ month
Billed monthly. Cancel monthly.
Set up your strategy and portfolio first. Choose your plan after your first comparison.
Compare all featuresBOTH INCLUDED IN PREMIUM
Portfolio tracking, company and ETF research, and built-in AI. Web and mobile.
Portfolio analytics and recorded reasoning, with four skills for the assistant you authorize.
Investboard analyzes your portfolio. It does not place orders or move money.
How we protect your accountA one-time report without an ongoing portfolio account. Or saved records for ongoing tracking.
Privacy in the assessmentQUESTIONS & ANSWERS
A question about your setup?
Ask InvestboardYes. The demo lets you explore a sample portfolio, its performance, and the plan behind it. No account or upload required. You can also create your personal investing.md for free, without an account.
Open the demoYes. Premium includes web and mobile tracking, built-in AI, company and ETF research, plus supported portfolio analytics and saved records through MCP. Four skills guide your own assistant through the analysis. The standalone report is purchased separately.
Compare Free and PremiumYes. Upload your broker CSVs and preview your portfolio value and three findings for free. Then choose whether to buy the full PDF report as a one-time purchase. No account or subscription.
Preview my reportParsed portfolio data is deleted after calculation. Unpaid results expire after 24 hours; a purchased PDF is available for 48 hours. An order record remains for bookkeeping. This applies to the standalone report. The platform stores your portfolio for ongoing tracking.
Read about report privacyYou choose the MCP permissions. An authorized assistant can read supported portfolio analytics and records, check proposals, and record a decision you ask it to save. It cannot place orders or change your policy. You can revoke access. The full research library is available inside Investboard.
Explore MCP and permissionsThe demo and investing.md builder require none. In the platform, set up your strategy and portfolio, then choose your plan after the first comparison. The Premium trial begins only after you add payment details. For the standalone report, you pay if you choose to buy the PDF after the preview.
See plans and trial detailsEXPLORE WITHOUT AN ACCOUNT
Explore a sample portfolio, its performance, and the plan behind it.
Open the demoYOUR PERSONAL REPORT
Upload your CSVs. Preview the findings for free before buying the full report.
Preview my reportA STARTING POINT FOR YOUR AI
Create your free investing.md to use with your assistant. No account needed.
Create my investing.md