--- title: "Investboard in ChatGPT: a second brain for investing" description: "Use Investboard in ChatGPT: four skills, portfolio intelligence and a second brain for investing. See what is free, what needs Premium and how to install." canonical: "https://investboard.com/knowledge/investboard-in-chatgpt" language: "en" published: "2026-11-01" modified: "2026-11-01" last_verified: "2026-11-01" author: "David Bartas" author_url: "https://investboard.com/about" --- # Investboard in ChatGPT: a second brain for investing Four skills for your investing questions. Portfolio intelligence and saved reasoning with Premium. Here is how to connect Investboard to ChatGPT. ## In short Investboard's published ChatGPT plugin brings four investing skills together with permission-based account tools. Use your own files without an Investboard subscription. Premium adds connected portfolio analytics and retrieval of saved checks, theses and journal entries, alongside investment research in Investboard. Your ChatGPT subscription is separate. - Install Investboard directly from ChatGPT's public plugin directory. - Four skills guide strategy checks, decisions, theses and portfolio analysis using your files or authorized account context. - Premium combines supported retrieval of your saved reasoning with portfolio intelligence and research in Investboard. - Your ChatGPT plan, Investboard subscription and data permissions are separate choices. Investboard is now available in ChatGPT. Bring your investment strategy, portfolio context and recorded reasoning into the conversation, with four skills for the questions investors return to. Investboard Premium connects that conversation to portfolio intelligence and the saved records that make up a second brain for investing. [Open Investboard in ChatGPT](https://chatgpt.com/plugins/plugin_asdk_app_6acd243688888191a3eda79bea1ca0d0) to install the published plugin. You can begin with files you supply. **The full connected experience requires a separate Investboard Premium subscription.** Your ChatGPT plan is separate; installing the plugin or connecting your account does not start an Investboard subscription. ## Put your own investment strategy into the conversation An investment question usually belongs to a longer story. A new fund changes the portfolio you already hold. An attractive company still needs to fit your objectives. A difficult market can test a decision you made months ago. Investboard brings those reference points together: the strategy you chose, evidence about your holdings, and the reasons you recorded. In ChatGPT, you can ask a question in your own words and use that context to examine it. Start with your written policy in [investing.md](/investing-md), a research note or a portfolio report. When you want supported account data, authorize the Investboard connection. The plugin includes four skills to guide the work and ten account tools for the data and actions you permit. ## Four skills for the decisions you return to **Investment Strategy Check** helps assess a proposed change against your goals, allocation rules and constraints. A connected check can show which rules the proposal touches, together with the evidence and its dates. > Check the change I am considering against my investment strategy. Explain the trade-offs, the rules it touches and any information you still need. **Investment Decision-Making** helps work through alternatives, uncertainty and the reasons to act or wait. With permitted Premium access, it can bring earlier checks and journal entries into the discussion. > Help me work through this investment decision. Compare the alternatives I give you and look for relevant reasoning in my saved records. **Investment Thesis** helps develop an investment case, challenge its assumptions and define what would change your mind. You can work from notes you supply or retrieve a thesis already recorded in Investboard. > Help me turn these research notes into an investment thesis. Separate evidence from assumptions and draft a clear reason to reconsider it. **Portfolio Intelligence** helps explain what you own across accounts and funds. With connected Premium analytics, explore available fund look-through, shared holdings, concentration and historical correlations. > Help me understand my portfolio's underlying holdings, overlap and diversification. Include the data dates, coverage and limits of the analysis. Fund overlap describes shared holdings. Historical correlation describes how measured returns moved together. Keeping both in view helps you ask more precise questions about diversification. ## A second brain that preserves your reasoning The value of an [investing second brain](/product/behavior) grows when you return to a decision. What did you believe? Which assumptions mattered? What evidence would have changed your view? Investboard keeps investment theses, saved checks, the decisions you report and journal reviews in your account. With Premium and your permission, ChatGPT can retrieve your current recorded thesis, supported journal entries and saved assistant checks when you ask. A later conversation can therefore examine your recorded reasoning with its dates and context. You might ask: > Review the reasoning I recorded for this investment and the journal entries that are due for review. Help me identify what needs another look. Your records stay in Investboard and can be retrieved in a later authorized conversation. An assistant's interpretation remains separate from the words and decisions you recorded. Use ChatGPT to develop a thesis or prepare a review, then save the thesis or complete the journal review in Investboard. The plugin can save a requested hypothetical check and record the decision you explicitly state after it. Those records document your reasoning and reported outcome; they do not establish that a trade took place. ## Premium investment data, connected to your own portfolio **Investboard Premium includes the platform and the connected AI Toolkit in one subscription.** It supports both the research you do in Investboard and the portfolio questions you bring into ChatGPT. In [Investboard Research](/product/research), use available market data, company fundamentals, valuations and financial statements with historical context. Examine the evidence behind an investment case and record your own conclusions. In ChatGPT, the plugin's portfolio tools retrieve your imported holdings and supported analytics: underlying equity-fund positions, exposure dimensions, issuer concentration, shared fund holdings and measured historical correlations. Responses carry their data dates and coverage, so the explanation can stay attached to the evidence. The connection exposes these documented portfolio and policy tools. Premium's broader market-data and company-research features are available in the Investboard platform. Data availability depends on the instrument, the source and your imported portfolio. Missing constituents or return histories remain visible limits of an analysis. ## What is free, and what needs Premium? | How you want to use Investboard | What you need | | --- | --- | | Use the four skills with your own policy, notes or reports | No Investboard subscription required | | Read your mandate and status, run checks and record the decision you state | An active Free account supports one connection | | Read connected portfolio analytics, saved check history, theses and journal entries | Investboard Premium and the relevant permissions; portfolio reads also need enabled portfolio sharing | | Use Premium investment research and the full thesis and journal workflow in Investboard | Investboard Premium | Your existing Investboard Premium subscription includes the connected features above. See [Free and Premium](/pricing) for current prices, billing options and the complete plan comparison. Your ChatGPT subscription is managed by OpenAI and is separate from Investboard Premium. Plugin availability and use also depend on your ChatGPT plan and workspace settings. Authorizing the connection grants the permissions you approve; it does not buy Premium or change your Investboard plan. ## Install Investboard in ChatGPT 1. [Open the published Investboard plugin](https://chatgpt.com/plugins/plugin_asdk_app_6acd243688888191a3eda79bea1ca0d0), or search for **Investboard** in ChatGPT's Plugins directory. Look for **Second brain for investing**, published by Investboard. 2. Choose **Install plugin**, then start a conversation. Type `@` and select Investboard or one of its skills. 3. Supply a policy file, research notes or report for a file-based task. For connected features, sign in to Investboard and review the requested permissions. Use your existing connection if you already have one. 4. For connected portfolio analysis, use Premium and enable portfolio sharing in Investboard. Begin by asking the plugin to read your mandate, then choose the portfolio question or proposed change you want to examine. New to Investboard? [Create an account](https://investboard.com/sign-up), complete your setup and portfolio review, then return to ChatGPT to connect. [Compare the plans](/pricing) when you are ready for the full connected workflow. The [installation guide](/product/ai-toolkit#install) explains each route; the [practical AI guide](/knowledge/ai-investing-guide) walks through checks, thesis capture and later reviews. ## Keep the decision in your hands Review the permissions you grant and the evidence an answer uses. You can revoke a connection in Investboard. An uploaded document remains a snapshot; a fresh tool call can still return older underlying data, so keep the dates in view. Investboard's tools do not place orders or change your mandate. They help you understand your portfolio, examine a proposal and preserve the reasoning behind the decision you make. ## Frequently asked questions ### Is the Investboard plugin in ChatGPT free? The four skills can work with your own files without an Investboard subscription. An active Free account supports one connection for policy, status, checks and recording decisions you state. The full connected experience with portfolio analytics, check history, theses and journal reads requires Investboard Premium and the relevant permissions. ### Does Investboard Premium include a ChatGPT subscription? Your ChatGPT plan is managed by OpenAI and is separate from your Investboard subscription. Investboard Premium includes the Investboard platform and the AI Toolkit's connected features. Installing the plugin or connecting an account does not start Premium or change your plan. ### Which Premium data can ChatGPT retrieve? With the relevant permissions, the plugin can retrieve supported portfolio analytics, saved checks, theses and journal entries. Portfolio analytics also need enabled portfolio sharing. Broader market data, company fundamentals and financial statements are available in Investboard Research. The connection exposes the documented portfolio and policy tools. ### How does this become a second brain for investing? Investboard preserves your theses, checks, stated decisions and journal reviews. With Premium, an authorized assistant can retrieve supported records later. Save theses and complete journal reviews in Investboard; the plugin can save requested checks and then record a decision you explicitly state. ## Sources - [Investboard: published ChatGPT plugin](https://chatgpt.com/plugins/plugin_asdk_app_6acd243688888191a3eda79bea1ca0d0) · OpenAI - [Investboard AI Toolkit: skills, account access and installation](https://investboard.com/product/ai-toolkit) · Investboard - [Investboard Free and Premium](https://investboard.com/pricing) · Investboard - [Plugins and skills](https://developers.openai.com/training/walkthroughs/plugins-and-skills) · OpenAI ## Related reading - [How to use AI in Investboard: A practical guide](/knowledge/ai-investing-guide) - [Portfolio analysis with Investboard: A practical portfolio check](/knowledge/portfolio-analysis-with-investboard) - [AI investing needs a mandate, not a better prompt](/knowledge/ai-investing-needs-a-mandate)