claudecodex

investboard

Second brain for investing. Four skills for your files; Investboard Premium unlocks the full connected portfolio and saved-record workflow.

0 on GitHubby Investboardv2.1.2Proprietaryupdated 3 days agoFinance
/

Plugin investboard from marketplace investboard in Investboard/ai-toolkit. Commands read from the repo's manifest — 2 days ago.

What it installs

Skills (4)

  • 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

  • investment-strategy-check

    Assess whether a concrete proposed buy, sell, rebalance, contribution or withdrawal fits the investor's own allocation rules and constraints. Load this skill before assessing the proposal, including when the rules are in a supplied policy file. Supports file-only comparisons without account access o

  • 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 rational

  • 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 da

MCP servers (1)

  • investboard

    connects to: https://app.investboard.com/mcp

View source on GitHub investboard.com

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