Investboard Platform · Included in Premium

Your portfolio moves. Keep your plan in view.

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

Explore the demo See Premium plans

Home · Performance

Real product views · Example portfolios

Plan alignment, built-in AI and your portfolio performance against its benchmark, together on Home. — Web app · Example portfolio for Mara Heller · Home, Performance · October 2026

Performance, in context

See what your money is doing.

Bring your accounts into one portfolio view. Separate investment performance from money you add or withdraw, and compare the result with a benchmark.

Portfolio value and investment performance
Time-weighted and money-weighted returns
A benchmark alongside your own history

Your plan, close at hand

Know whether you are still on course.

Your goals, allocation ranges and investing rules remain beside the portfolio they govern. See how today's allocation compares with the plan you chose, on your desk or on your phone.

The plan on your desk

Your goals and limits become the measure for understanding your portfolio. — Web app · Example portfolio for Mara Heller

Your mandate, on the go

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

Your actual allocation against your own ranges
Your mandate, goals and review rules
A native mobile app for the view on the go

Explore investment strategy

Portfolio intelligence

Go beneath the fund names.

Understand the equity companies inside your funds, where positions overlap and which exposures dominate. Read historical correlations with their time period and data coverage.

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

Equity fund look-through and concentration
Diversification, countries, sectors and currencies
Historical correlations and visible data gaps

Explore portfolio intelligence

AI, built into the platform

Ask a question about the portfolio in front of you.

Move from a portfolio view to a question. The built-in assistant can explain available data and help you examine it against your own rules. Keep the evidence, dates and missing coverage in view as you read.

Ask about holdings, allocation and supported analytics
Compare an idea with your investing rules
Keep interpretation separate from measured facts

Explore built-in AI and insights

investboardIllustrative conversation

How much Microsoft do I really own?

Portfolio intelligence · Example portfolio

Look beyond the direct holding.

The same company can appear in your portfolio directly and through equity funds. Compare both views before judging concentration.

Held directly: 8.7%
Including equity funds: 11.5%

Share of the equity allocation. Demo data, not a live assistant response.

Portfolio holdingsEquity fund look-through

Available tools and account data depend on your permissions and plan. Read the dates and coverage with every analysis.

Prefer your own assistant? Explore the AI Toolkit

From research to review

Keep the reasons beside the results.

Research investments, record your thesis and return to it when new evidence arrives. Your decisions and later reviews give you a record of what you knew and why you chose to act.

Apple income statement from the Investboard research demo, with annual revenue, profit and earnings per share in USD. — Research demo · Apple Inc. · Illustrative annual statements in USD · Fiscal years 2021–2025

Research the investment

Stock and ETF research in portfolio context

Record your thesis

Investment theses and your stated decisions

Return for a review

Later reviews that preserve the original reasoning

Explore research Explore the investment journal

Included in one subscription

Premium

Web and native mobile platform
Built-in AI and portfolio intelligence
investing.md, MCP and four investing skills

The platform. Your own AI. One subscription.

Use Investboard on web and mobile. Your Premium subscription also includes the AI Toolkit for work in your own compatible assistant.

See Premium plans Explore the AI Toolkit

External assistants require your authorization and may have separate provider requirements.

Want a one-time assessment?See the separate portfolio report

Before you choose

Trying the platform, your data and Premium.

Can I explore the platform without importing my portfolio?

Yes. Use the public demo with its example portfolio. Your own account follows the product's setup journey, including your investment plan and data import.

Does Premium also include the AI toolkit?

Yes. The platform and toolkit belong to the same Premium subscription. External assistants require a compatible client and the permissions you authorize. Your assistant provider may have separate requirements.

Can I get an assessment without ongoing tracking?

Yes. The standalone portfolio report is available separately from your broker CSVs, without an Investboard account or ongoing portfolio storage.

Ask a question about the portfolio in front of you.

Ask about holdings, allocation and supported analytics

Compare an idea with your investing rules

Keep interpretation separate from measured facts

Home · Performance

See what your money is doing.

Know whether you are still on course.

Go beneath the fund names.

Ask a question about the portfolio in front of you.

Keep the reasons beside the results.

Apple Inc.

Research the investment

Record your thesis

Return for a review

The platform. Your own AI. One subscription.

Trying the platform, your data and Premium.

Home · Performance

See what your money is doing.

Know whether you are still on course.

Go beneath the fund names.

Ask a question about the portfolio in front of you.

Keep the reasons beside the results.

Apple Inc.

Research the investment

Record your thesis

Return for a review

The platform. Your own AI. One subscription.

Trying the platform, your data and Premium.