Illustrative workflow. Files and skills do not grant account access.
01 / investing.md
Your rules, ready for your AI.
Put your goals, investment approach and review rules in a Markdown file you can read, edit and share with your assistant. The file carries your policy at a point in time.
Illustrative policy excerpt · Demo data · A snapshot, not a live portfolio
02 / MCP
Connect your assistant to the evidence.
Authorize a compatible assistant to call Investboard tools. Retrieve your policy, supported portfolio analytics and saved records within the permissions you grant.
Access you authorize
Your assistant
A client supporting remote MCP and OAuth
MCP
Investboard MCP
Examples of supported tools
get_policypolicy:read
Reads your mandate and saved instructions.
get_portfolio_analysisportfolio:read
Reads portfolio exposures, concentration and shared fund holdings.
get_journalrecord:read
Reads your journal entries, newest first.
Illustrative connection. Tool access depends on permissions, account access and plan. Portfolio reads also need portfolio sharing enabled.
Policy and mandate context
Portfolio analytics with Premium and portfolio sharing enabled
Supported history, theses and journal retrieval with Premium
Portfolio intelligence, with the evidence attached.
Look through equity funds, examine shared exposure and read measured historical correlations. Keep sources, dates and coverage alongside the explanation.
Create your investing.md without an account, then read the setup guide for your assistant. An MCP connection is a separate sign-in and permission decision. Premium includes portfolio analytics, supported history retrieval and unlimited MCP connections.
The public investing.md workbook is available without an account. Your assistant provider may have separate requirements.
Before you choose
Files, connections and access.
Do I have to use Investboard's built-in AI?
No. The toolkit is for your own compatible assistant. Investboard also has built-in AI in its web and mobile platform. Premium covers both ways of working; their tools and data scopes differ.
Can I use investing.md without Premium?
Yes. The public workbook and generic templates are available without an account. A supplied policy file is a snapshot. Premium adds account portfolio analytics and supported retrieval capabilities through authorized connections.
Does installing a skill grant account access?
No. Skills guide a workflow. Account access requires a separate authenticated connection, matching permissions and the applicable plan. Your assistant provider may have its own requirements.
Can the toolkit place orders or change my mandate?
Investboard's MCP tools do not execute orders or change your mandate. A separate broker connection in your assistant has its own capabilities. You retain every investment decision.
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