Investboard …
By topic
One portfolio, four ways to rebalance and a clear reason for the choice. Start with what your next contribution can achieve.
Four skills for your investing questions. Portfolio intelligence and saved reasoning with Premium. Here is how to connect Investboard to ChatGPT.
Bring your rules into the conversation with investing.md, MCP, plugin skills and Premium portfolio intelligence. Follow the steps and try the example prompts.
TradingAgents, Daily Stock Analysis, AI Hedge Fund, Vibe-Trading and TradingAgents-CN: what the leading InvestingStack projects offer and where their limits lie.
Thirty holdings across six asset groups, with a 2021–2025 comparison and a clear view of technology, semiconductor and AI exposure.
How automated trading works, which evidence matters and how individual investors can stay in control.
Check holdings, ETF overlaps and deviations from your strategy. With a worked example and a comparison with Parqet and getquin.
In 2026 Ray Dalio warns of concentrated AI risk and still considers his risk-balanced core essential. What All Weather means now, and why the familiar 30/55/15 mix is not his current recommendation.
The screen shows today's return. What actually decides your long-term net return sits elsewhere: what you really own, what it costs, what survives tax, and whether you are still following your plan.
Five client-led shifts are reshaping European private banking. Where AI helps, where it is overrated, and how Investboard uses it: as explanation, not decision.
What BaFin and ESMA actually require, which limits AI-generated ideas need, and how an investment mandate with honest monitoring keeps the investor in control.
AI agents can now move from a conversation to a securities order. The next question is not whether they can act. It is whether they understand the investor they are acting for.
MSCI World and S&P 500: why shared holdings, weighted overlap and portfolio exposure answer different questions.
The full tax chain, from the gross dividend to the net amount.
Buy, diversify, hold for decades: the strategy that asks little except the hardest thing, doing nothing.
See taxes, dividends and allocation for your whole portfolio in one place.