The Investboard products

Analyze. Build. Track. Bring your own AI.

Name: Investboard
Brand: Investboard

Analyze your existing portfolio, build a hypothetical proposal, track investments on web and mobile, or work with your own AI.

Explore the demo Compare the options

Premium

Platform + AI ToolkitTogether in Premium

01 / Portfolio ReportOne-time purchase

One assessment. The full picture.

For a one-time assessment

Upload your broker CSVs. Receive a personal report on your holdings, concentration, risks and costs.

investboard

Personal portfolio report

Your portfolio, under the surface.

Microsoft

Held directly: 8.7%
Including equity funds: 11.5%

Share of the equity allocation

Holdings & allocation
Concentration & diversification
Risks, costs & data coverage

Illustrative report · Demo data

No account or ongoing portfolio storage.

Explore the report

02 / Portfolio Builder€8 one-time purchase

Your objectives. A portfolio to examine.

For constructing a hypothetical portfolio

Describe your objectives and constraints. The AI builds a portfolio proposal, every change is measured, and the full analysis runs as often as you like.

Portfolio Builder

Your objectives. Your constraints.

Brief
proposal
changes
analysis

Saved reports. An Investboard account. No subscription required.

Explore the builder

Premium

Platform + AI ToolkitTogether in Premium

03 / Investboard PlatformIncluded in Premium

Your portfolio. In perspective.

For ongoing tracking and analysis

Track performance, understand what you own and see how your portfolio follows your plan. On web and mobile, with AI built in.

Compare your portfolio with its benchmark, including interim drawdowns and recovery. — Web app · Example portfolio for Mara Heller · Performance · October 2026

Your signed plan, rules and goals in the native Investboard app. — Native iPhone app · Separate example portfolio for Mara Lindqvist

Web platform and native mobile app.

Explore the platform

04 / AI ToolkitIncluded in Premium

Your AI. Better informed.

For work with your own AI

Give your AI agent your investing rules, Premium data and portfolio analytics. Use investing.md, MCP and four investing skills.

investing.mdMarkdown

# My investment strategy

Horizon:: 18 years
Company cap:: 10% of equities

## Before a decision

Check against my plan.
Look through my equity funds.
Record my reasoning.

Four investing skills

Investment Strategy Check
Investment Decision-Making
Investment Thesis
Portfolio Intelligence

Premium data via MCPWith the permissions you authorize

Illustrative setup · Example strategy

investing.md · MCP · Skills

Explore the AI toolkit

A shared analytical foundation

Understand the portfolio behind the holdings.

Look through equity funds to the companies you own. See where exposures overlap, how diversification changes and how investments have moved together. The report, platform and AI toolkit bring this intelligence into different workflows.

Equity fund look-through and company concentration
Diversification, geography and overlapping exposure
Historical correlations with dates and coverage

Explore portfolio intelligence

Look-through and portfolio analysis reveal what sits behind your holdings. — Web app · Example portfolio for Mara Heller

Methodology

Choose your starting point

One assessment, or an ongoing workspace?

The report is a separate purchase. Premium brings the platform and AI toolkit together, so you can work in Investboard and with your own AI agent.

Compare the four ways to use Investboard. The platform and toolkit share one Premium subscription.Scroll to compare all four offers ↔
At a glance	Portfolio Report	Portfolio Builder	Investboard Platform	AI Toolkit
Your aim	A one-time assessment	Construct a hypothetical portfolio	Ongoing tracking and analysis	Work with your own AI
Where you work	Your personal report	Your saved proposal and reports	Web and native mobile app	A compatible AI agent
What you provide	Broker CSVs	Your objectives and construction rules	A plan and imported portfolio data	A policy, a report or authorized MCP access
Account	No Investboard account	Your Investboard account	Your Investboard account	Not needed for a file; needed for account tools
Purchase	Separate one-time report	€8 once, AI allowance of USD 3 included	Included in Premium	Premium; free investing.md workbook

One subscription

Premium

The platform and your AI. Together in Premium.

Track your portfolio in Investboard. Bring your rules, supported portfolio analytics and saved reasoning into a compatible AI agent. Your subscription covers both ways of working; connections still require your authorization.

Investboard Platform

Your portfolio. In our app.

Performance, your plan and built-in AI. On web and native mobile.

AI Toolkit

Your context. In your AI.

Your rules in investing.md. Premium data through MCP. Four skills to guide the work.

See Premium plans Explore the demo

The standalone report is a separate purchase. AI agent providers may have separate requirements.

Before you choose

Accounts, access and what’s included.

Which option should I choose?

Choose the report for a one-time assessment from your broker CSVs. Choose the platform for ongoing tracking and analysis. Use the AI toolkit when you prefer to work with your own AI agent. The platform and toolkit are both included in Premium.

Do I need an account for the portfolio report?

No. The standalone report has its own upload and purchase journey, without an Investboard account or ongoing portfolio storage. The report page explains temporary processing, delivery access and deletion.

Do I need separate subscriptions for the platform and AI toolkit?

No. Premium includes both. A compatible AI agent may have separate provider requirements, and each MCP connection needs the permissions you authorize.

Can I try the platform before creating an account?

Yes. The interactive demo lets you explore Investboard with a clearly identified example portfolio. It does not connect to your accounts.

Understand the portfolio behind the holdings.

Equity fund look-through and company concentration

Diversification, geography and overlapping exposure

Historical correlations with dates and coverage

Compare the four ways to use Investboard. The platform and toolkit share one Premium subscription.Scroll to compare all four offers ↔

At a glance

Your aim

A one-time assessment

Construct a hypothetical portfolio

Ongoing tracking and analysis

Work with your own AI

Where you work

Your personal report

Your saved proposal and reports

Web and native mobile app

A compatible AI agent

What you provide

Broker CSVs

Your objectives and construction rules

A plan and imported portfolio data

A policy, a report or authorized MCP access

Account

No Investboard account

Your Investboard account

Not needed for a file; needed for account tools

Purchase

Separate one-time report

€8 once, AI allowance of USD 3 included

Included in Premium

Premium; free investing.md workbook