Investboard
ChatGPT pluginSecond brain for investing
Investboard brings your portfolio, personal strategy and investment decisions together. Understand what you own, set out how you want to invest, and keep the reasons behind your choices. Bring that context into your AI assistant so each review can build on what you have already recorded.
What Investboard can do:
Investment Strategy Check: Assess proposed changes against your goals, allocation rules and constraints.
Investment Decision-Making: Work through alternatives, trade-offs and uncertainty, and reflect on previous decisions.
Investment Thesis: Develop and review your investment case, challenge its assumptions and define what would change your mind.
Portfolio Intelligence: Explore your holdings, look through equity funds, identify overlap and concentration, and understand diversification and historical correlations.
Start with your investing.md policy, research notes or reports, or connect your Investboard account to read your mandate, holdings, available analytics, saved checks, theses and journal entries.
Try prompts like:
- Help me understand my portfolio's underlying holdings, overlap and diversification.
- Check a change I am considering against my investment strategy.
- Help me develop an investment thesis and work through the decision.
- Explain what my portfolio's historical correlations can and cannot tell me.
- Review my recent investment decisions and the journal reviews that are due.
- I decided to defer the change we checked. Record that decision.
Requirements: Connected features require an Investboard account and the relevant access, permissions and sharing settings. Skills can also work with files you supply. Account tools save requested hypothetical checks and outcomes you ask to record.
Open Investboard to update your strategy, save a thesis or complete a journal review. You make every investment decision. Investboard does not place orders.
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Rank in Finance
5 listing changes logged · latest Oct 31: Description, Skills, Keywords and 2 more. See what changed
In its category
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Finance809th of 879 by placement
| # | Plugin | Position | 7d |
|---|---|---|---|
| 807 | #9555 | — | |
| 808 | #9560 | — | |
| 809 | #9571 | — | |
| 810 | #9588 | — | |
| 811 | #9601 | — |
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Example prompts
- “Help me understand my portfolio's underlying holdings, overlap and diversification.”
- “Check a change I am considering against my investment strategy.”
- “Help me develop an investment thesis and work through the decision.”
Skills
investment-decision-making
Bring structure to investment decisions. Consider the investor's objectives, rules and past experience, work through trade-offs, and record a stated choice for later reflection. Use for comparing investor-proposed alternatives, preparing a decision, reviewing previous checks and journal entries, or working through overdue decision reviews.
investment-strategy-check
Connect an investment strategy to everyday choices. Review goals, allocation rules and constraints, assess proposed changes against the investor's plan, and understand where they support the strategy or create tension. Use when checking a buy, sell, rebalance, contribution or withdrawal, or asking whether a concrete move fits the investor's own rules.
investment-thesis
Clarify and revisit the reasoning behind an investment. Explore the investor's assumptions, conviction and expectations, define what would change their mind, and use saved theses or supplied notes to guide reviews. Use for drafting an investment case, recalling a named investment's recorded rationale, defining a falsifier or reviewing a thesis that is due.
portfolio-intelligence
Understand a portfolio's underlying holdings, fund look-through, overlapping exposures, concentration, diversification and historical correlations. Use for portfolio analysis, interpreting an Investboard report, comparing fund exposures, or explaining these concepts, using authorized analytics or data supplied by the investor.
- Categories
- Made by
- Investboard · Website
- Sign-in
- On Install
- Capabilities
- Read, Write
- Availability
- Available
- Version
- 2.1.0
- Keywords
- investing, second brain, investment strategy, investment decisions, investment thesis, portfolio intelligence, portfolio diversification, fund overlap
- Created
- October 13, 2026
- More info
- Sponsorship
- Promote this plugin