Investment strategy, portfolio intelligence and recorded reasoning for agentic systems.
Connect Remote server
claude mcp add --transport http investboard https://app.investboard.com/mcp{
"mcpServers": {
"investboard": {
"url": "https://app.investboard.com/mcp"
}
}
}{
"servers": {
"investboard": {
"type": "http",
"url": "https://app.investboard.com/mcp"
}
}
}Settings > Connectors > Add custom connector
URL: https://app.investboard.com/mcpTools 24 found in our last check
prepare_portfolio_importPrepare an investor-supplied portfolio for review in Investboard. Accepts at most 200 holdings and 200 transactions, explicit currency, source valuation date and acquisition costs. Transaction-only histories require an ISIN on each purchase, sale, transfer and split; with ticker…
get_portfolio_importRead the status and receipt of a portfolio import submitted by this OAuth client for this investor. A preview is not a completed import: only status confirmed means the investor saved it. Confirmed receipts remain readable after preview cleanup. Requires portfolio:import. Unconf…
get_policyRead the signed original mandate or the current structured policy export as Markdown. Large documents return exact chunks: use page.next_offset with page.document_sha256 until null, then concatenate markdown in order. The signature applies to the complete original, never one chu…
check_actionCheck an intended change against the connected investor's mandate and return a rule-level verdict: ok, breach, cooling_off, no_rule, unavailable or unclassified. Accepts legs, each naming an ISIN or an asset class with an amount in euros or in percent of the portfolio; a single…
get_reflection_historyList the longitudinal audit of actions checked by an AI agent and their verdicts for the connected user. Use id to read the check named by a journal entry's agent_reflection_id. Follow both returned cursor values when paging. Checks made in Investboard itself are not listed. Out…
get_statusRead where the mandate stands right now: the plan state and its severity, up to three drivers, the one item asking for attention with a link, and how fresh the evidence behind the reading is. Mirrors the Mein Mandat page. Names no instrument and no valuation.
record_decisionRecord what the investor decided after a check: proceeded, abandoned or deferred, with an optional note and their own broker reference. Write-once per check. This only writes a record of a decision the investor already made: Investboard never places, changes or transmits an orde…
get_own_recordRead the investor's own recorded investment thesis for one instrument, identified by ISIN, or by ticker with an optional exchange: their statement and falsifier, recording and review dates, conviction and their own later verdict. Useful for recalling an investor's premise before…
get_journalRead the investor's own decision journal, newest first: their memo, falsifier, conviction, mood, review date, their own later verdict and the check an entry began as. Useful when the investor asks what they decided or wrote, or when a review is due. Pagination uses before and be…
get_portfolio_holdingsRead direct holdings or pooled fund look-through positions across the connected investor's imported accounts. Use for what the investor owns and shared direct/indirect exposure. These are alternative views of the same capital, never additive. Preserve the snapshot base currency,…
get_portfolio_analysisRead canonical whole-portfolio exposure dimensions, issuer concentration and shared fund holdings. Use to explain concentration, diversification and fund overlap. Weights are fractions with explicitly described denominators and coverage. Overlap is not historical correlation. Mi…
get_portfolio_correlationsRead measured historical weekly EUR return correlations from the connected investor's current canonical correlation-lens observation. Use for how held investments moved together over the requested historical window, not constituent overlap. Returns the common sample dates, weeks…
preview_rebalanceCompare what the investor could do next with their whole wealth: keep it as it is, invest new money, invest only part of it, or sell. Use when the investor asks how to invest a contribution or how to get back to their target. The amount they named and its currency are enough: ru…
get_performance_explanationExplain how the investor's whole wealth performed over a period: the return, what was funding and what was investment result, costs, currency effects and what could not be measured. Use for questions such as how the portfolio did or why its value changed. Covers every owned depo…
get_decision_outcomesCompare the investor's recorded decisions with what was observed afterwards, across every owned depot: what each decision did against leaving the portfolio unchanged, with the original strategy and reasoning. Use when the investor asks whether past decisions helped. Needs record…
list_stress_scenariosList the historical crises a stress test can replay over the investor's portfolio, such as the 2008 financial crisis: each with its dates, its peak-to-trough fall and the shocks it applies. Use when the investor asks how their portfolio would have held up in a crisis and you nee…
start_stress_testStart a stress test: replay one historical crisis over everything the investor holds today. Use when the investor asks how their portfolio would have done in a crisis. Pass a scenario_id from list_stress_scenarios and a new request_id. It returns at once while the calculation ru…
get_stress_testRead a stress test's result: the portfolio's value before and after the replayed crisis, the loss, the months to recover, and each position's impact with how its shock was derived. Use for a run you started (request_id), a job (job_id) or an earlier result (analysis_id). With no…
get_review_changesRead what changed in the investor's portfolio since their last approved review: opening and closing value, what was funding and what was investment result, late or corrected records, a changed mandate, which goals changed (their figures stay in Investboard), and rules newly brea…
prepare_reviewPrepare a portfolio review for the investor to approve in Investboard. Use when the investor has seen get_review_changes and given the wording: their statement, what they expect next, what would change their view, a future review date and whether they keep or reconsider the stra…
get_prepared_reviewRead where a prepared review stands. Use when the investor asks whether their review was saved or completed, or to recover after an uncertain prepare_review call. Pass the request_id you prepared it with; without one it returns the most recent review this connection prepared for…
get_approved_reviewRead one review as the investor approved it: their reasoning, the frozen comparison it was approved over and the receipt naming what was committed. Use for questions about an earlier review, with a record_id from get_review_changes (baseline_id) or from a receipt. It is the orig…
analyze_holdingsAnalyze a portfolio from holdings supplied in this conversation: asset allocation, look-through from funds to underlying companies, overlap between funds, issuer concentration, sector, country and currency exposure, and fund costs. Use when the investor states their holdings (IS…
stress_test_holdingsReplay historical crises over holdings supplied in this conversation: approximate shocks by sector and asset class, the portfolio's change and each position's, with each scenario's method and sources. Use when the investor asks how their stated holdings would have held up in a c…
Details
| Endpoint | https://app.investboard.com/mcp (Streamable HTTP) |
| First published | 29 Oct 2026 |
| Last updated | 29 Oct 2026 |
| Registry name | com.investboard/investboard |
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