Investboard
Investboard · investboard.com
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.
How to install Investboard in ChatGPT
- Open the official listing for Investboard in the ChatGPT workspace you want to use.
- Choose Install plugin if available. Follow any connection steps for the apps listed on the page.
- Open a new conversation on a supported ChatGPT surface. Select Investboard from the plugin options or mention it by name.
How to use Investboard
Check the marketplace listing or publisher’s documentation for supported actions and examples.
历史排名
按采集日期查看 ChatGPT 公开插件目录的展示顺序。热门分类是官方精选，目录未公布安装量或使用量。
Frequently asked questions
Why is Install plugin missing?
Check your account, workspace, plan and region. If the listing says Desktop only, open it in the ChatGPT desktop app.
简介
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: Requirements: Connected features require an existing 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.
功能
- Read
- Write