Update to Investboard

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.claude-plugin/plugin.json →

.mcp.json →

README.md →

plugin.json →

skills/investment-decision-making/README.md →

skills/investment-strategy-check/README.md →

skills/investment-thesis/README.md →

skills/portfolio-intelligence/README.md →

README.md

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+# Investboard
+
+**Second brain for investing**
+
+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.
+
+Four workflows: Investment Strategy Check, Investment Decision-Making,
+Investment Thesis and Portfolio Intelligence.
+
+## Before you connect
+
+All four skills can work with files you supply without an Investboard subscription.
+**The full connected experience requires Investboard Premium:** portfolio
+analytics and reading saved check history, investment theses and journal entries.
+Free accounts include one connection for policy and status, checks and recording
+decisions you state. Your AI assistant provider's subscription is separate.
+Connecting an assistant does not start a subscription or change your plan.
+
+[Create an Investboard account](https://investboard.com/sign-up) and complete
+setup, then return to your assistant to connect.
+[Compare Free and Premium](https://investboard.com/pricing).
+
+## Install in ChatGPT or Codex
+
+[Open the published Investboard plugin](https://chatgpt.com/plugins/plugin_asdk_app_6acd243688888191a3eda79bea1ca0d0).
+In ChatGPT, install it and choose Try in chat. In Codex, search for Investboard
+in the plugin directory and choose its public directory entry. Local marketplace
+and personal test entries are separate copies.
+The plugin includes all four skills and the account connection. Start a new
+conversation with your files, or authorize account tools when you need them.
+Workspace policies may require administrator approval. Reuse an existing
+Investboard connection.
+
+## Install in Claude Code
+
+Add the [public GitHub marketplace](https://github.com/Investboard/ai-toolkit),
+then install the plugin:
+
+```sh
+claude plugin marketplace add Investboard/ai-toolkit
+claude plugin install investboard@investboard
+```
+
+Start a new session. Complete OAuth when you want account access.
+
+## Start with a skill
+
+In Claude, enable code execution and file creation, then open Customize → Skills,
+choose Add skill → Upload skill and upload an individual skill ZIP. Enable
+the skill and start a new conversation. Supply your own investing.md, notes or
+portfolio report, or connect your Investboard account separately.
+Each skill folder includes a bilingual account-and-plan README.
+
+For other skill-compatible assistants, install the skill folder using the
+assistant's documented skill installation flow. A skill does not sign you in,
+grant account access or supply current portfolio data.
+
+## Local ZIP alternative
+
+The plugin ZIP has its manifest, MCP configuration and four skills at the root.
+The marketplace ZIP contains an `investboard-marketplace` directory with one
+plugin at `plugins/investboard`. Extract the marketplace ZIP before registering it.
+
+In Claude Code, replace the path below with the extracted directory:
+
+```text
+/plugin marketplace add /absolute/path/to/investboard-marketplace
+/plugin install investboard@investboard
+```
+
+In Codex, register the extracted marketplace:
+
+```text
+codex plugin marketplace add /absolute/path/to/investboard-marketplace
+```
+
+Open the desktop plugin directory, select the Investboard source and install
+Investboard. Start a new conversation after installation. These local
+marketplace routes are alternatives to the published plugin and public GitHub
+marketplace.
+
+The portable plugin also supplies the Agent Plugins format for clients such as
+Cursor. Follow the client's local import instructions. Format compatibility does
+not certify a particular client version. See the installation guide for current
+instructions and the release acceptance record for tested versions.
+
+## Connect your account
+
+Add the remote MCP endpoint `https://app.investboard.com/mcp` with OAuth.
+Sign in to your own Investboard account and review the requested permissions.
+Enable portfolio sharing only if you want the portfolio tools to read your data.
+If you already installed the plugin's MCP connection, use it rather than adding
+a second copy of the same server. Existing connections may need a consent upgrade
+for `portfolio:read`.
+
+The full connected workflow requires Investboard Premium. Active Free accounts
+support one connection and policy, status, check and decision-recording tools.
+Premium adds unlimited connections, supported check history, thesis and journal
+reads, and portfolio analytics. The assistant provider has separate account,
+capability and workspace requirements.
+
+Start by asking: "Read my Investboard policy and explain its date and rules.
+Do not run a check or record a decision yet." Inspect the actual tool response.
+Then ask for the task you want, such as explaining overlaps or structuring your
+own investment thesis. Keep dates, currencies and data coverage with the answer.
+
+Checks save hypothetical proposals. Decisions save only the outcome you state.
+The tools do not place orders, transfer money, change your mandate, or edit your
+theses and journal reviews. Complete those edits in Investboard. Revoke a
+connection or turn off its portfolio sharing in your assistant settings in
+Investboard. Revocation does not recall information already shared.
+
+## Updates and license
+
+Download versioned packages and checksums from the installation page or
+[public releases](https://github.com/Investboard/ai-toolkit/releases). Preserve a
+copy of the previous package if you need to return to it. File-only workflows
+have no live account connection and cannot refresh their supplied evidence.
+Download versions are separate from the published OpenAI plugin version. A newer
+repository commit does not mean its ZIP release is already published.
+
+The package is proprietary, as declared in its manifest. Use is subject to the
+linked Investboard terms. No application source or private review credentials
+belong in this package.
+
+[Installation guide](https://investboard.com/product/ai-toolkit#install) ·
+[Help](https://investboard.com/help) ·
+[Privacy](https://investboard.com/privacy) ·
+[Terms and license](https://investboard.com/terms)