Write the rules you want to invest by.

Your goals. Your decision process. Your guardrails. Build an investing.md you can take into any AI conversation.

How to use AI in Investboard: the practical guide

Already have investing.md? Create an account and sign it →

Make this workbook yours.

Five sections, a few core questions, and optional detail. Choose a starting layout; it changes the questions, not your investment choices.

Long-term investingGoals, portfolio structure and discipline.Active investingResearch, theses, sizing and exit criteria.TradingSetups, invalidation and risk budgets.Investing & tradingSeparate approaches, one personal policy.

Goals & context
What this money is for, what the policy covers, and how you intend to invest.
Portfolio & risk
Your chosen portfolio structure, risk limits and capital constraints.
Decision rules
What makes an investment or trade worth considering, and what happens next.
Behavior & review
Your commitments under pressure and how you revisit decisions.
AI & policy changes
How you want help, how exceptions work, and who can change your rules.

Edit an existing file directly. Its text is preserved; it is not converted into answers.

← About investing.mdFree to build and download. No account needed.

THE PERSONAL POLICY WORKBOOK