Help & Support

Connect your AI agent

Bring your mandate into the conversation, then review the evidence here.

Add a process for strategy checks, decisions, theses and portfolio intelligence. The toolkit includes downloads and instructions for your AI agent. Skills and account access are set up separately.

Install the four Investboard skills

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 an Investboard account Compare Free and Premium

Create your Investboard account and complete setup, then return to your AI agent to connect.

What your AI agent can access

Read your mandate and instructions
Check an intended change
Read check history
Record your stated decision
Read your theses and journal
Read your holdings, fund exposures and historical portfolio analytics
Prepare portfolio imports for your review and confirmation

You decide what to do. Investboard records checks and decisions; it does not place orders.

Which AI agent do you use?

Technical details

Remote MCP over Streamable HTTP, with OAuth sign-in.

prepare_portfolio_import: Prepares your holdings and transactions for review in Investboard. You confirm before anything is imported.
get_portfolio_import: Reads the status and receipt of an import this AI agent submitted.
get_policy: Reads your mandate and saved instructions.
get_status: Reads where your mandate stands.
check_action: Checks a proposed change and records its evidence.
get_reflection_history: Reads checks an AI agent ran. Checks made in Investboard itself are not listed.
record_decision: Records the decision you have stated after a check.
get_own_record: Reads the thesis you recorded for one instrument.
get_journal: Reads your journal entries, newest first.
get_portfolio_holdings: Reads your holdings and the investments inside your funds.
get_portfolio_analysis: Reads portfolio exposures, concentration and shared fund holdings.
get_portfolio_correlations: Reads measured historical correlations with their data coverage.

Detailed help articles

Didn't find an answer?

Ready to begin?

Connect your AI agent

What your AI agent can access