How your portfolio fits your plan.
Ask about your portfolio with the data and rules its tools supply.
Built-in portfolio context.
Explore portfolio explanationsGive a supported assistant your rules, portfolio analytics and permitted decision records.
Portfolio reads require portfolio:read, Premium and enabled sharing. History, theses and journal retrieval require Premium and their permissions.
Explore Investboard MCPUse investing.md as a dated snapshot of your investment policy.
A file grants no account access and does not update itself.
Read about investing.md01 / Market data
Prices, company financials and fund holdings. Investigate an investment with the data behind its name.
Research · Illustrative data
AAPL · NASDAQ
| Year | Revenue | Net income |
|---|---|---|
| 398.90 | 99.80 | |
| 383.29 | 93.74 | |
| 394.33 | 97.00 |
From the product demo’s research. Illustrative figures, not current company financials. Demo data dated Apr 15, 2026.
Our market-data sources
Price feeds through Twelve Data, company and fund data through Financial Modeling Prep. Availability and freshness vary by instrument and dataset.
02 / Portfolio intelligence
Spot concentrations, understand performance and check your portfolio against your own rules.
Direct shares and holdings through equity funds are considered together, revealing company exposure across all your accounts.
Your personal limit: 10 % of total equities.
Microsoft also appears in three of your equity funds. The combined exposure is above your chosen limit.
Calculated example · July 18, 2026. Share of total equities across all accounts, including equity funds.
Direct holdings and your proportional company holdings inside equity funds are added together and divided by total equities. The comparison with your personal limit uses that same denominator.
03 / AI memory and context
Keep the reasons behind your decisions. Return to saved theses, journal entries and later reviews. Let a supported assistant retrieve permitted records when your plan allows.
01 / Context today
Goals, rules and calculated portfolio data belong together.
Mara Heller · July 18, 2026. Calculated from the example portfolio and mandate.
02 / Memory over time
Saved · Jun 24, 2026
I built a position beyond the issuer limit because I believed in the company. This entry records that I crossed the rule deliberately, not by accident.Reviewed later · Aug 31, 2026
I reduced the position to the limit before the review date because its size made me uneasy.My conviction would be disproved if I had to reduce the position again before the review date.
The company was not the problem. I had set the limit against my own need for peace of mind.
Translated from the product demo’s decision journal.
03 / For your agents
Authorize a supported assistant through MCP. It can read your rules, check a stated change and retrieve the records your plan permits.
Connection and check from the demo. Theses and journal access require Premium and the relevant permission. No agent is connected here.
Read the MCP guideYour goals and limits in a readable file. You choose where to share it. An export does not connect an assistant to your portfolio.
Download the example mandate ↓Mara Heller · v3 · Original English export of the demo mandate. Excerpt with marked omissions:
---
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.
…Read about investing.md 
A note to your future selfVolatility is the price of my long-term plan. I check my rules first and do not act out of fear.
Mara Heller · Example · March 1, 2026
Written by you. For the moment when your own voice matters most.
04 / Connections and control
Investboard reads, calculates and explains. Every decision stays yours.
From data to a clear overview
Your assets stay where you hold them.
Through a supported connection, an import or details you enter yourself.
Investboard cannot place orders or move money.
Data and connections3,500+ banks and brokers in Germany and Austria according to the data provider, as of July 18, 2026. Availability is checked for each institution.
AI features use your data with your permission. You can withdraw it in settings.
To answer your questions, explain figures and write your quarterly letter, Investboard sends the data needed to an AI model. This happens only with your permission.
You can withdraw permission in settings. AI features then pause until you give consent again.
Data processing in detail ↗AI at Investboard05 / Your first comparison
Set your goals, add your holdings and review the first comparison.
Set your goals and limits, then sign your personal mandate.
Connect a supported account or import your holdings.
Compare current allocations with your ranges. Confirm the comparison, then choose Free or Premium.
First, compare your portfolio with your plan.
Choose your subscription afterwards.
06 / Your plan
Start with your portfolio. Choose Premium for deeper research, full analytics and your decision history.
€0
1 account, 50 positions in total
Broker sync included
Start for free€19/ month
Unlimited accounts, positions, connections & history
Or €179 per year, equivalent to €14.92 per month.
Choose monthly PremiumPremium is required above the Free limits. No commissions, affiliate agreements or advertising.
Compare all features07 / Your questions
Data sources, AI memory and the right plan for you.
Help and support
Twelve Data supplies price data, and Financial Modeling Prep supplies company and fund data. Coverage and freshness depend on the instrument and dataset. The research figures shown here are explicitly labeled illustrative data.
Investboard stores your mandate, investment theses, journal entries and later reviews. Supported agents can retrieve the information you permit them to access, keeping your own reasoning available. Theses and journal access require Premium and the relevant permission.
Connect a supported assistant through the connection settings and approve its access. The demo shows a Claude connection. An investing.md export is a separate file you choose to share. It does not create a live connection or transfer arbitrary chat histories.
Stocks, ETFs, bonds, crypto assets, and precious metals, plus real estate, pension entitlements, and liabilities for a complete net worth.
Look-through combines directly held shares with the equities inside your funds across all accounts. Bonds, cash and other asset classes remain visible as separate parts of your wealth.
Yes. Premium brings your investment accounts into one combined analysis. Free includes 1 account, 50 positions in total. Premium is required above the Free limits.
Compare plans and features ↗No. These are product captures, calculated example figures and records from the product demo. Each view identifies its data date and source. No assistant is connected and no live response is generated.
No. Investboard describes your portfolio and your mandate, but gives no investment advice: no buy or sell prompts, no product suggestions. What to do remains your decision.
Data. Intelligence. Context.
Market data, portfolio intelligence and memory for your AI agents. Begin with your plan and your portfolio.
