← InvestboardCONTENT HISTORY

Update to Investboard

Snapshot Nov 5, 2026 · 12:10 UTC · version 2.1.2

WHAT CHANGED

Product listing or positioning changed

Full description — Now says: Investment strategy, decisions, theses and portfolio intelligence using supplied files or authorized Investboard account context.

Observed in the public listing; claims come from the publisher.

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Full description

Before

Oct 31, 2026 · 01:19 UTC

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

After

Nov 5, 2026 · 12:10 UTC

Investment strategy, decisions, theses and portfolio intelligence using supplied files or authorized Investboard account context.

Long description

Before

Oct 31, 2026 · 01:19 UTC

After

Nov 5, 2026 · 12:10 UTC

existing

Declared skills

Before

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...

After

Nov 5, 2026 · 12:10 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...

Composer icon url

Before

Oct 31, 2026 · 01:19 UTC

https://files.openai.com/content?id=file_000000005abc8243aa9c4d6ea1951cc3

After

Nov 5, 2026 · 12:10 UTC

https://files.openai.com/content?id=file_00000000bdbc821080e8b6630ceb81e5

Compare saved observations

Download comparison JSON
Full technical diff · 8 changed fields

changed /release/description

BEFORE
"Second brain for investing. Bring your portfolio, strategy and investment reasoning into your AI assistant."
AFTER
"Investment strategy, decisions, theses and portfolio intelligence using supplied files or authorized Investboard account context."

changed /release/id

BEFORE
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AFTER
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changed /release/interface/composer_icon_url

BEFORE
"https://files.openai.com/content?id=file_000000005abc8243aa9c4d6ea1951cc3"
AFTER
"https://files.openai.com/content?id=file_00000000bdbc821080e8b6630ceb81e5"

changed /release/interface/logo_url

BEFORE
"https://files.openai.com/content?id=file_0000000092fc8243aa4128f58c220e6e"
AFTER
"https://files.openai.com/content?id=file_00000000b41c8246a1f049210e39a08e"

changed /release/interface/long_description

BEFORE
"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."
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 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.\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/keywords

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

changed /release/skills

BEFORE
[
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    "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.",
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    "interface": {
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    "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",
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    "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,
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      "iconography": "chart",
      "short_description": "Understand exposures, overlap and diversification"
    },
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AFTER
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    "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",
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    },
    "name": "investment-decision-making",
    "plugin_release_skill_id": "pluginrsk_6aeb84faf7b48191b363cd34ac373201"
  },
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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,
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    "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",
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    "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,
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changed /release/version

BEFORE
"2.1.0"
AFTER
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Full snapshot data
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SHA-256 of public snapshot: 93ddf774341572e8d346afbb141aacec3fe900009c0f6c361c14c9d610ac4086