← InvestboardCONTENT HISTORY

Update to Investboard

Snapshot Oct 31, 2026 · 01:19 UTC · version 2.1.0

WHAT CHANGED

Declared capabilities changed

Full description — Now says: Second brain for investing. Bring your portfolio, strategy and investment reasoning into your AI assistant.

Observed in instructions or declared skills. Runtime behavior has not been tested.

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All fields and original values.

Full description

Before

Oct 29, 2026 · 00:06 UTC

Your investment rules and decision history for supported AI assistants.

After

Oct 31, 2026 · 01:19 UTC

Second brain for investing. Bring your portfolio, strategy and investment reasoning into your AI assistant.

Long description

Before

Oct 29, 2026 · 00:06 UTC

Connect your own investment policy and decision history to your AI assistant. Read your mandate, check an intended change against your rules, record the decision you report, and retrieve permitted theses and journal entries. Checks and s...

After

Oct 31, 2026 · 01:19 UTC

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 ...

Short description

Before

Oct 29, 2026 · 00:06 UTC

Investment rules and history

After

Oct 31, 2026 · 01:19 UTC

Second brain for investing

Declared skills

Before

Oct 29, 2026 · 00:06 UTC

[]

After

Oct 31, 2026 · 01:19 UTC

[{"description":"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 altern...

Compare saved observations

Download comparison JSON
Full technical diff · 11 changed fields

changed /release/description

BEFORE
"Your investment rules and decision history for supported AI assistants."
AFTER
"Second brain for investing. Bring your portfolio, strategy and investment reasoning into your AI assistant."

changed /release/id

BEFORE
"pluginrel_bf74051748e0819191f942856380265e"
AFTER
"pluginrel_53eaff4c56448191831da60c3fb8204b"

changed /release/interface/composer_icon_url

BEFORE
"https://files.openai.com/content?id=file_00000000bd8c820a8cdf4bc773f8ae98"
AFTER
"https://files.openai.com/content?id=file_000000005abc8243aa9c4d6ea1951cc3"

changed /release/interface/default_prompt

BEFORE
"Read my investment rules from Investboard."
AFTER
"Help me understand my portfolio's underlying holdings, overlap and diversification."

changed /release/interface/default_prompts

BEFORE
[
  "Read my investment rules from Investboard.",
  "Show my recent investment decisions from Investboard.",
  "Check a proposed change against my Investboard mandate."
]
AFTER
[
  "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."
]

changed /release/interface/logo_url

BEFORE
"https://files.openai.com/content?id=file_000000003294820a9914a2f9b15b365a"
AFTER
"https://files.openai.com/content?id=file_0000000092fc8243aa4128f58c220e6e"

changed /release/interface/long_description

BEFORE
"Connect your own investment policy and decision history to your AI assistant. Read your mandate, check an intended change against your rules, record the decision you report, and retrieve permitted theses and journal entries. Checks and stated decisions are saved in your account. Investboard does not submit orders or expose holding values and account numbers through these tools."
AFTER
"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.\n\nWhat Investboard can do:\n\nInvestment Strategy Check: Assess proposed changes against your goals, allocation rules and constraints.\n\nInvestment Decision-Making: Work through alternatives, trade-offs and uncertainty, and reflect on previous decisions.\n\nInvestment Thesis: Develop and review your investment case, challenge its assumptions and define what would change your mind.\n\nPortfolio Intelligence: Explore your holdings, look through equity funds, identify overlap and concentration, and understand diversification and historical correlations.\n\nStart 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.\n\nTry prompts like:\n\n- Help me understand my portfolio's underlying holdings, overlap and diversification.\n- Check a change I am considering against my investment strategy.\n- Help me develop an investment thesis and work through the decision.\n- Explain what my portfolio's historical correlations can and cannot tell me.\n- Review my recent investment decisions and the journal reviews that are due.\n- I decided to defer the change we checked. Record that decision.\n\nRequirements: 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.\n\nOpen Investboard to update your strategy, save a thesis or complete a journal review. You make every investment decision. Investboard does not place orders."

changed /release/interface/short_description

BEFORE
"Investment rules and history"
AFTER
"Second brain for investing"

changed /release/keywords

BEFORE
[
  "investing",
  "investment policy",
  "decision journal",
  "MCP"
]
AFTER
[
  "investing",
  "second brain",
  "investment strategy",
  "investment decisions",
  "investment thesis",
  "portfolio intelligence",
  "portfolio diversification",
  "fund overlap"
]

changed /release/skills

BEFORE
[]
AFTER
[
  {
    "description": "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.",
    "interface": {
      "brand_color": null,
      "default_prompt": "Use $investment-decision-making to work through my investment decision using my objectives, rules and past experience.",
      "display_name": "Investment Decision-Making",
      "icon_large_url": null,
      "icon_small_url": null,
      "iconography": "chart",
      "short_description": "Work through choices and learn from past decisions"
    },
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    "interface": {
      "brand_color": null,
      "default_prompt": "Use $investment-strategy-check to assess my proposed change against my own investment strategy and explain the relevant rules.",
      "display_name": "Investment Strategy Check",
      "icon_large_url": null,
      "icon_small_url": null,
      "iconography": "chart",
      "short_description": "Check proposed changes against your investment rules"
    },
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    "plugin_release_skill_id": "pluginrsk_6ae39946b0748191b47d0c083cfd8ff9"
  },
  {
    "description": "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.",
    "interface": {
      "brand_color": null,
      "default_prompt": "Use $investment-thesis to clarify or revisit my investment reasoning, assumptions and the evidence that would change my mind.",
      "display_name": "Investment Thesis",
      "icon_large_url": null,
      "icon_small_url": null,
      "iconography": "chart",
      "short_description": "Clarify your investment case and what would change it"
    },
    "name": "investment-thesis",
    "plugin_release_skill_id": "pluginrsk_6ae39946a53881919fefd2fafbd548dc"
  },
  {
    "description": "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.",
    "interface": {
      "brand_color": null,
      "default_prompt": "Use $portfolio-intelligence to explain my portfolio's underlying exposures, overlap, diversification and historical correlations from the data available.",
      "display_name": "Portfolio Intelligence",
      "icon_large_url": null,
      "icon_small_url": null,
      "iconography": "chart",
      "short_description": "Understand exposures, overlap and diversification"
    },
    "name": "portfolio-intelligence",
    "plugin_release_skill_id": "pluginrsk_6ae39946bcf48191b413bf5549ef9c71"
  }
]

changed /release/version

BEFORE
"2.0.0"
AFTER
"2.1.0"
Full snapshot data
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SHA-256 of public snapshot: b6ad89bfccd8d5a08940d0c051609eded47c681bf09ee326882196f7b4dd3997