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Investboard production review

ClaudeCommunityby Investboard

Read your own investment mandate and status, check a proposed change against your rules, record the decision you state, and retrieve your theses and decision journal. Checks and stated decisions are saved to your account. These tools do not execute trades or expose holding values and account numbers.

Details

Financial Services
Listed Oct 13, 2026
by Investboard
MCP endpoint: https://app.investboard.com/mcp · streamable-http

Available tools (7)

check_actionget_journalget_own_recordget_policyget_reflection_historyget_statusrecord_decision