03 Discipline · Insights

Understand your portfolio. With evidenced AI answers.

Investboard reads your wealth against 84 fixed rules: concentration, costs, German taxes, behavior. Every morning a briefing sums up what changed. And an AI chat answers questions over your real data: evidenced, bounded, in the EU.

84 fixed rulesMorning briefingEU-resident AI

EvidenceMethodology

Rule engine: 84 fixed checks in 12 categories, ranked by relevance and de-duplicated.; Deterministic
Briefing: Recomputed every night, ranked by relevance each morning: the most important signal first, then evidence and context.; Daily
AI guardrails: The AI only phrases: every number is precomputed, every answer logged.; EU model

Short answer

Insights are context with evidence.

Investboard Insights check your wealth against 84 fixed rules: from concentration risk through costs and German tax deadlines to your own behavior. Anomalies are explained, grounded in the triggering numbers and framed against your mandate. The AI phrases; the computing happens first.

0184 deterministic rules in 12 categories, each with a named evidence base.
02A morning briefing: what changed and whether it matters for your plan.
03AI chat with twenty-eight tools over real portfolio data, behind guardrails.

Rule engine

84 rules you can read.

The rule engine works deterministically: 84 fixed checks in 12 categories, ranked by relevance and de-duplicated. No signal comes from a model's whim; each comes from a rule with a threshold and an evidence base.

12 categories: From concentration and costs through dividends, fundamentals and net worth to German taxes and your own behavior: every rule checks one concrete, named condition.
German tax depth: Vorabpauschale, the saver's allowance, the one-year speculation period, legacy holdings, loss pots: the rule engine knows the deadlines and allowances that actually apply to German brokerage accounts.
Not a language model: Deliberately not a language model: signals are computed, not phrased. What the rules cannot evidence does not appear.

Morning briefing

Every morning: what changed and whether it counts.

Every night the rules run across your whole wealth. In the morning the result is ready as a briefing: calmly ordered, with evidence, without forecasts.

Ranked by relevance: The most important signal comes first, followed by its evidence, category and context. Duplicate signals are merged.
Recomputed every night: The check runs again every night. In the morning you see what changed, without recalculating anything yourself.
Dates in view: Upcoming ex-dividend dates of your holdings and year-end tax deadlines appear as signals before they surprise.

AI chat

Answers over your real data.

The built-in AI chat explains your actual portfolio using available data and recorded context. Tools supply the numbers; AI puts them into words. Your theses remain your own statements. This built-in chat runs in the EU. It does not recommend securities or execute orders.

Twenty-eight tools: Portfolio summary, individual holdings, net worth, prices, allocation, drift, tax summary, market overview, active signals and your recorded investment thesis: the chat reads your data rather than answering in general.
Explain where the question is: Metrics, charts and signals can be explained right in context; follow-up questions keep the thread.

Prefer your own AI agent? MCP provides authorized policy and journal tools. With Premium and your permission, it also provides imported holdings and analytics while portfolio sharing is enabled. It cannot execute orders.See MCP access and limits

Guardrails

Every number precomputed. Every answer logged.

Trust here is not a footnote but architecture: the AI may phrase, but it may not compute, guess or advise.

No invented figures: Every number in an AI answer must have been computed from your data first; outputs are checked against that. Advice-like wording receives a notice; a serious violation is withheld.
EU-resident, logged: The model runs in the EU, conversations stay in the EU, and every AI answer is logged: traceable, even months later.
Advice boundaries: Investment advice, order suggestions and forecasts are out of scope and actively constrained. Insights frame; deciding stays with you.

See what data each AI function receives, where AWS Bedrock processes it and which boundaries are enforced in code.Explore AI at Investboard

Frame, do not guess

Context, not prediction.

Investboard explains and evidences: context, not instruction.

What is included

AI queries: five a month on Free, full capacity on Premium. Full signal detail on Premium. All figures without guarantee, not investment advice.

FAQ

Are Investboard Insights AI forecasts?

No. Insights are context based on available data. 84 fixed rules flag anomalies; they do not predict prices and do not replace investment advice.

How do I know why a signal appears?

Every signal comes from a named rule and is grounded in the triggering numbers from your data. What cannot be evidenced does not appear.

Why does Investboard use fixed rules instead of open-ended AI?

Fixed rules are auditable: same data, same signal, traceable threshold. The AI comes only afterwards and phrases what the rules have found.

Can the AI chat give investment recommendations?

No. The chat explains data, metrics and relationships in the portfolio. Advice, order suggestions and invented figures are constrained by guardrails.

Have your wealth checked.

84 rules, a morning briefing and answers with evidence: from the first imported portfolio.

Start for free View demo

03 Discipline · Insights

Understand your portfolio. With evidenced AI answers.

84 fixed rulesMorning briefingEU-resident AI

EvidenceMethodology

Rule engine: 84 fixed checks in 12 categories, ranked by relevance and de-duplicated.; Deterministic
Briefing: Recomputed every night, ranked by relevance each morning: the most important signal first, then evidence and context.; Daily
AI guardrails: The AI only phrases: every number is precomputed, every answer logged.; EU model

Short answer

Insights are context with evidence.

0184 deterministic rules in 12 categories, each with a named evidence base.
02A morning briefing: what changed and whether it matters for your plan.
03AI chat with twenty-eight tools over real portfolio data, behind guardrails.

Rule engine

84 rules you can read.

12 categories: From concentration and costs through dividends, fundamentals and net worth to German taxes and your own behavior: every rule checks one concrete, named condition.
German tax depth: Vorabpauschale, the saver's allowance, the one-year speculation period, legacy holdings, loss pots: the rule engine knows the deadlines and allowances that actually apply to German brokerage accounts.
Not a language model: Deliberately not a language model: signals are computed, not phrased. What the rules cannot evidence does not appear.

Morning briefing

Every morning: what changed and whether it counts.

Every night the rules run across your whole wealth. In the morning the result is ready as a briefing: calmly ordered, with evidence, without forecasts.

Ranked by relevance: The most important signal comes first, followed by its evidence, category and context. Duplicate signals are merged.
Recomputed every night: The check runs again every night. In the morning you see what changed, without recalculating anything yourself.
Dates in view: Upcoming ex-dividend dates of your holdings and year-end tax deadlines appear as signals before they surprise.

AI chat

Answers over your real data.

Twenty-eight tools: Portfolio summary, individual holdings, net worth, prices, allocation, drift, tax summary, market overview, active signals and your recorded investment thesis: the chat reads your data rather than answering in general.
Explain where the question is: Metrics, charts and signals can be explained right in context; follow-up questions keep the thread.

Guardrails

Every number precomputed. Every answer logged.

Trust here is not a footnote but architecture: the AI may phrase, but it may not compute, guess or advise.

No invented figures: Every number in an AI answer must have been computed from your data first; outputs are checked against that. Advice-like wording receives a notice; a serious violation is withheld.
EU-resident, logged: The model runs in the EU, conversations stay in the EU, and every AI answer is logged: traceable, even months later.
Advice boundaries: Investment advice, order suggestions and forecasts are out of scope and actively constrained. Insights frame; deciding stays with you.

See what data each AI function receives, where AWS Bedrock processes it and which boundaries are enforced in code.Explore AI at Investboard

Frame, do not guess

Context, not prediction.

Investboard explains and evidences: context, not instruction.

What is included

AI queries: five a month on Free, full capacity on Premium. Full signal detail on Premium. All figures without guarantee, not investment advice.

FAQ

Are Investboard Insights AI forecasts?

No. Insights are context based on available data. 84 fixed rules flag anomalies; they do not predict prices and do not replace investment advice.

How do I know why a signal appears?

Every signal comes from a named rule and is grounded in the triggering numbers from your data. What cannot be evidenced does not appear.

Why does Investboard use fixed rules instead of open-ended AI?

Fixed rules are auditable: same data, same signal, traceable threshold. The AI comes only afterwards and phrases what the rules have found.

Can the AI chat give investment recommendations?

No. The chat explains data, metrics and relationships in the portfolio. Advice, order suggestions and invented figures are constrained by guardrails.

Have your wealth checked.

84 rules, a morning briefing and answers with evidence: from the first imported portfolio.

Start for free View demo