Investboard pricing
Web and mobile tracking. Portfolio intelligence for your own AI. Both in one subscription.
A shared foundation for both
Both included in one subscription
Investboard Platform AI Toolkit
Billed monthly. Cancel at any time.
All prices include applicable taxes.
Start PremiumSet up your portfolio first. Choose your plan after your first comparison.
One subscription · Both included
Premium includes both. Use the platform, connect your AI agent, or move between them as you work.
Your accounts, performance and plan in one workspace. On web and native mobile, with AI built in.
Give your AI agent your rules, permitted portfolio analytics and a process for working through investment questions.
investing.mdYour rules, in a file
get_portfolio_analysisMCP
The public investing.md workbook and four skills are free. Premium adds portfolio analytics, history, thesis and journal reads through MCP. MCP access requires your authorization; portfolio analytics also require portfolio sharing.
Other ways to start
Free is for an ongoing portfolio within its limits. The standalone report is a separate, one-time assessment.
An ongoing view of one account, with up to 50 holdings in total.
Larger portfolios require Premium.
Separate one-time purchase
Upload your broker CSVs. Preview the findings for free, then choose whether to buy the full PDF.
Preview my reportNo account or subscription. Parsed portfolio data is deleted after calculation. Unpaid results expire after 24 hours. Purchased PDFs remain available for 48 hours; an order record is retained for bookkeeping.
The details
Portfolio tracking, analytics and AI access, compared directly. The platform and AI Toolkit share one Premium subscription.
| Feature | Free | Premium |
|---|---|---|
| Portfolio | ||
| Accounts | 1 | Unlimited |
| Holdings in total | 50 | Unlimited |
| Net-worth overview | ||
| Analysis | ||
| Allocation by asset class, sector and region | ||
| All portfolio analytics | ||
| X-ray details: fund constituents, overlap, geography | ||
| Benchmark comparison and attribution | ||
| Stress test | ||
| AI | ||
| AI questions | 5/month | 500/month |
| Quarterly reports | ||
| Connected AI agents | 1 | Unlimited |
| Portfolio analytics in your own AI | ||
| Feature | Free | Premium |
|---|---|---|
| Data | ||
| Data import (CSV) | 10/month | Unlimited |
| Auto-sync | ||
| Broker connections (Europe; United States coming soon) | During setup | Unlimited |
| History and performance | 1 year | Complete |
| Insights | ||
| Insights | Headlines | Details and evidence |
| Mandate | ||
| Read your mandate, crisis time capsule | ||
| Mandate rules | 3 | Unlimited |
| Your mandate at work: rule checks, reviews, decision journal, reflections | ||
| Drift status | One status line | Per asset class, with alerts |
| Strategy | ||
| Strategy & goals | ||
| Rebalancing | 3 modes | |
| Scheduled rebalancing | ||
| Autopilot plans | Unlimited | |
| Tax | ||
| Tax profile | ||
| Tax optimization for German tax residents: tax check, loss offsetting, simulation | ||
| Research | ||
| Prices and basic facts for your own holdings | ||
| Research: stocks and ETFs, watchlists, price alerts, ETF optimizer | ||
| Dividends | ||
| Dividends: received payments and calendar | 12 months | Unlimited |
| Dividend analysis and projections | 5 years | |
| Export | ||
| PDF export | Unlimited | |
| Support | ||
| Support | 48 hours | 24 hours |
Before you subscribe
Creating an account does not start a paid subscription.
Record your investment plan, import your accounts and see your first comparison. No payment details needed for these steps.
Free covers one account and up to 50 holdings in total. Larger portfolios need Premium. The choice follows your first comparison.
Premium starts when you buy it and opens at once. You pay monthly or yearly and cancel at the end of the billing period.
Billing and access
Yes. One Premium subscription includes the Investboard web and mobile platform plus the AI Toolkit. It covers portfolio analytics, history, thesis and journal reads through MCP. The public investing.md workbook and four skills are free. External AI agents require your authorization; portfolio data also requires portfolio sharing.
Yes. The standalone portfolio report is a dated PDF, without an account or subscription. The preview with your portfolio value and one personal finding is free; you can then buy the full report once. Ongoing portfolio tracking belongs to the platform. Premium reports and PDF export remain included in the subscription.
Yes. You can cancel at any time. Cancellation takes effect at the end of your selected monthly or yearly billing period. Your data is retained. If your portfolio fits Free, your account then continues on Free. Larger portfolios require Premium.
No. Free stays free, and you see your first comparison on your whole portfolio before you choose anything. Premium starts when you buy it, monthly or yearly.
Payments are processed through Stripe. The payment methods available for your subscription are shown at checkout. The standalone portfolio report is paid by card.
Yes. All prices shown include applicable taxes.
Yes. Moving to Premium takes effect immediately. If you cancel Premium, it ends at the end of the paid period. If your portfolio fits Free, your account then continues on Free.
Free covers one account with up to 50 holdings, your net-worth overview, allocation, one year of performance and five AI questions a month. Premium includes the platform and AI Toolkit: all portfolio analytics, research, strategy, rebalancing, journal, tax tools, reports and complete history. Through MCP, your authorized AI agent can also read portfolio analytics and permitted records.
Free covers one account with up to 50 holdings. For the first comparison you still load your whole portfolio, without a limit and at no cost, because the comparison is only honest on the whole portfolio. After that, a larger portfolio needs Premium. Without Premium nothing is deleted: everything is kept, and your account waits until you choose Premium.
See a sample portfolio, its performance and its plan. Then bring your own portfolio when you are ready.