Investboard
Investment strategy checks, decision history and portfolio insights for AI assistants.
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npx add-mcp 'https://app.investboard.com/mcp'Installs into Claude Code, Codex, Cursor and more
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Investments carry risk. Past performance is not a reliable indicator of future results. Investboard does not provide investment advice within the meaning of § 1 Abs. 1a KWG.
Investboard
Portfolio intelligence. AI with your rules.
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How can we help you?
Help & Support
Contents
- 01What are you trying to resolve?
- 02Detailed help articles
- 03Connect your assistant
- 04Didn't find an answer? support@investboard.de
What are you trying to resolve?
- 01Find an answerSearch directly or browse all topics.Open all topics
- 02Connect a portfolioImport, CSV files, and broker connections in one place.View import topics
- 03Subscription or invoiceCheck plans, changes, cancellation, and billing quickly.View billing questions
- 04Talk to the teamWhen the question is specific: send us the context.Get in touch
Detailed help articles
Our detailed help articles are currently available in German only. We are translating them. In the meantime, please reach our support team below and we will answer in English.
Connection
Connect your assistant
Bring your mandate into the conversation, then review the evidence here.
Add a process for strategy checks, decisions, theses and portfolio intelligence. The toolkit includes downloads and instructions for your assistant. Skills and account access are set up separately.
Install the four Investboard skills
What your assistant can access
- Read your mandate and instructions
- Check an intended change
- Read check history
- Record your stated decision
- Read your theses and journal
- Read your holdings, fund exposures and historical portfolio analytics
You decide what to do. Investboard records checks and decisions; it does not place orders.
Which assistant do you use?
ClaudeFor your conversationsChatGPTFor your conversationsAnother assistantMCPTradingAgentsNot available yet
Technical details
Remote MCP over Streamable HTTP, with OAuth sign-in.
get_policy
Reads your mandate and saved instructions.
get_status
Reads where your mandate stands.
check_action
Checks a proposed change and records its evidence.
get_reflection_history
Reads checks an assistant ran. Checks made in Investboard itself are not listed.
record_decision
Records the decision you have stated after a check.
get_own_record
Reads the thesis you recorded for one instrument.
get_journal
Reads your journal entries, newest first.
get_portfolio_holdings
Reads your holdings and the investments inside your funds.
get_portfolio_analysis
Reads portfolio exposures, concentration and shared fund holdings.
get_portfolio_correlations
Reads measured historical correlations with their data coverage.
What your connected assistant can read and check
MCP tools and permissionsPolicy and thesis worksheets
Didn't find an answer?
Our support team is happy to help. We typically respond within 24 hours.
Get in touchsupport@investboard.de
Ready to begin?
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