--- title: "AI investing toolkit: data, MCP & skills" description: "Equip your AI with investing.md, MCP and four investing skills. Bring your rules, Premium data and permitted portfolio analytics into a compatible assistant." canonical: "https://investboard.com/product/ai-toolkit" language: "en" modified: "2026-10-17" author: "Investboard" --- # Your AI, grounded in your portfolio. Bring your investing rules, Premium data and portfolio intelligence into the assistant you choose. ## 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. - Your goals, risk preferences and investing rules - A readable file you choose to share - Policy context without an account connection ## 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. - Policy and mandate context - Portfolio analytics with Premium and portfolio sharing enabled - Supported history, theses and journal retrieval with Premium ## Give your AI a process. Choose the skill for the question in front of you. It guides the workflow using files you provide or account tools you authorize. ## 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. - Equity fund look-through and company exposure - Diversification, geography and concentration - Measured historical correlations and missing data ## Start with a file. Connect when you need more. 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. - Create or download your investing.md - Connect a compatible assistant and review permissions - Choose a skill and inspect its evidence ### Investment Strategy Check Does this purchase fit my plan? Checks a proposal against your goals, allocation ranges, and limits. Shows which rules it touches and where evidence is missing. - Clarify the proposal - Check the rules - Explain the result ### Investment Decision-Making How do I weigh my options? Compares the alternatives you bring against your goals. Makes trade-offs, uncertainty, and your own reasoning explicit. - Frame the options - Examine trade-offs - Record your reasoning ### Investment Thesis What would change my investment case? Structures your thesis around assumptions, time horizon, and risks. Identifies the evidence that would change your view. - State the thesis - Name assumptions - Review counterevidence ### Portfolio Intelligence How diversified am I, really? Examines fund holdings, overlap, concentration, and historical correlations. Explains the findings with their dates and coverage. - Look through holdings - Map exposures - Explain coverage ### investing.md: Policy excerpt Illustrative policy excerpt · Demo data · A snapshot, not a live portfolio mode: read-only Investment policy Purpose: Long-term wealth building. Horizon: 18 years Review rules: Single-issuer limit: 10% of the equity allocation Agent protocol - Consult my policy. - Name missing evidence. - Record only the decision I state. Free public workbook · No account required ### Investboard MCP Access you authorize Your assistant: A client supporting remote MCP and OAuth Examples of supported tools - `get_policy` (`policy:read`): Reads your mandate and saved instructions. - `get_portfolio_analysis` (`portfolio:read`): Reads portfolio exposures, concentration and shared fund holdings. - `get_journal` (`record: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. A skill guides the work. Files come from you; account tools require separate authorization and the applicable plan. ## Premium One subscription, both ways of working Your AI Toolkit. Your Investboard platform. Premium brings portfolio analytics and supported record retrieval to your own assistant, alongside Investboard on web and native mobile. - Portfolio analytics through authorized MCP - Supported history, theses and journal retrieval - The platform on web and native mobile The public investing.md workbook is available without an account. Your assistant provider may have separate requirements. ![Look-through and portfolio analysis reveal what sits behind your holdings.](https://investboard.com/landing-scene/desktop-analysis-en.webp) Web app · Example portfolio for Mara Heller [Portfolio Intelligence](/product/analysis): Look-through, diversification and correlations [Research](/product/research): Examine an investment in portfolio context [Investment Strategy](/product/strategy): Your goals, allocation ranges and rules [Investment Journal](/product/behavior): Theses, decisions and later reviews [investing.md](/investing-md) [MCP](/product/mcp) [AI setup guide](/knowledge/ai-investing-guide) [Premium](/pricing) ### 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.