03 Discipline · Behavior
Your investment thesis, decision and later review belong together. Keep the original assumptions and reasoning, then return to them in Investboard or through MCP in your compatible agentic system.
The decision journal, reviews and behavior analytics require Premium.
Behavior path
Markers group every buy and sell on the same day into one decision.
The same view a signed-in user is shown: the demo portfolio's actual path against the path it would have taken with the interventions left out, computed by the same methods the product uses. A look back, not a forecast.
Your investing second brain connects theses, recorded decisions and later reviews. Use your original assumptions as the starting point for the next review. With Premium, your agentic system can retrieve saved checks, theses and journal entries through MCP.
Behavior command center
The behavior command center runs a status ladder that shifts the whole view between calm, attention and crisis.
How your behavior aligns with your strategy
Your decisions sit calmly within your mandate.
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Cost of intervening
Investboard sets your portfolio against a ghost portfolio that never intervened. It prices the difference in euros, on the basis of available data.
Investment journal
Record what you expect, why you invest and the evidence that would change your view. Return to those reasons when it is time to review.
From the demo account
The two views below are the same parts a signed-in user is shown. They carry the demo portfolio's figures, computed by the same methods the product uses.
1 due review is still missing from these measures.
1 open review counts toward discipline, not toward rates.
Method: ordered additive counterfactual attribution. Contributions are estimates, not causal certainty. Missing price, FX, or transaction data causes a result to be withheld instead of estimated as zero. Not investment advice.
The demo portfolio trades rarely, so the amounts are small. That is precisely the difference from a drawing: a sale without complete exchange-rate history is withheld rather than estimated, and the review measures name the entries their author got wrong as readily as the ones they got right.
Plan and outcome
Keep the reasons you recorded beside the outcomes you review.
Your investment record, across decisions and reviews.
Your mandate and your crisis time capsule stay readable on every plan. Rule checks, reviews, the decision journal and the cohort comparison are part of Premium. All figures without guarantee, not investment advice.
It keeps your investment theses, recorded decisions and later reviews in a history you can return to. When you reconsider an investment, your original assumptions and reasoning are available to examine. Investboard adds behavior analytics on plan fidelity and interventions.
With Premium and the appropriate MCP permissions, it can retrieve previous checks, named theses and journal entries. MCP can save new checks and the decisions you state. Write or edit theses and journal reviews in Investboard; the documented MCP tools do not edit those records.
No. The cohort comparison works with anonymized groups and minimum group sizes. Individual users are not exposed.
Record your strategy, your first thesis and the reason to review it later in Investboard.