Investboard

com.investboard/investboardVersion 2.0.1

Investment strategy, portfolio intelligence and recorded reasoning for agentic systems.

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Responds165 msNov 14, 2026, 14:01 UTCAnswered our handshake without sign-in.

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Last checked: Nov 14, 2026, 14:01 UTC
Latency: 165 ms
Remotes responding: 1 of 1
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Registry data as of: Nov 14, 2026, 22:14 UTC

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Connect

Streamable HTTP

https://app.investboard.com/mcpResponds165 msNov 14, 2026, 14:01 UTC

No sign-in

Claude Code

claude mcp add --transport http investboard https://app.investboard.com/mcp

Claude Desktop and claude.ai

1
2
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Settings > Connectors > Add custom connector
Name: investboard
Remote MCP server URL: https://app.investboard.com/mcp

Cursor

{
  "mcpServers": {
    "investboard": {
      "url": "https://app.investboard.com/mcp"
    }
  }
}

VS Code

code --add-mcp '{"name":"investboard","type":"http","url":"https://app.investboard.com/mcp"}'

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Tools

24 tools

Tools of Investboard
	Description		Read-only	Idempotent	Open world
`analyze_holdings`Analyze a portfolio from holdings supplied in this conversation: asset allocation, look-through from funds to underlying companies, overlap between funds, issuer concentration, sector, country and currency exposure, and fund costs. Use when the investor states their holdings (ISINs with weights or values, plus cash). Reads and saves no Investboard account and needs no sign-in. At most 25 holdings. Weights are fractions that sum to 1 (0.6 means 60%); values must already be in baseCurrency. An answer is sized for a conversation: look-through and concentration return the 20 largest positions unless portfolio.limit says otherwise, with the rest in tailWeight; overlap returns the 10 strongest fund pairs, and when more than 3 pairs are returned each lists its 5 largest shared constituents, with the rest in that pair's sharedTail and whole pairs left out counted in omitted.overlapPairs. Submit only the funds of interest to read their pairs in full. Use only the holdings the investor stated and never invent a missing holding, weight or value. Unresolved holdings and missing reference data are reported as unresolved or partial, never as zero. Describes the submitted mix, not a recommendation. The investor's saved Investboard portfolio is read by the account tools, which need sign-in.	Analyze a portfolio from holdings supplied in this conversation: asset allocation, look-through from funds to underlying companies, overlap between funds, issuer concentration, sector, country and currency exposure, and fund costs. Use when the investor states their holdings (ISINs with weights or values, plus cash). Reads and saves no Investboard account and needs no sign-in. At most 25 holdings. Weights are fractions that sum to 1 (0.6 means 60%); values must already be in baseCurrency. An answer is sized for a conversation: look-through and concentration return the 20 largest positions unless portfolio.limit says otherwise, with the rest in tailWeight; overlap returns the 10 strongest fund pairs, and when more than 3 pairs are returned each lists its 5 largest shared constituents, with the rest in that pair's sharedTail and whole pairs left out counted in omitted.overlapPairs. Submit only the funds of interest to read their pairs in full. Use only the holdings the investor stated and never invent a missing holding, weight or value. Unresolved holdings and missing reference data are reported as unresolved or partial, never as zero. Describes the submitted mix, not a recommendation. The investor's saved Investboard portfolio is read by the account tools, which need sign-in.	No	Yes	Yes	Yes
`check_action`Check an intended change against the connected investor's mandate and return a rule-level verdict: ok, breach, cooling_off, no_rule, unavailable or unclassified. Accepts legs, each naming an ISIN or an asset class with an amount in euros or in percent of the portfolio; a single asset-class action (action_type, asset_class, amount_pct_of_portfolio) is also accepted. Every touched rule includes its current and projected state, plus evidence coverage and freshness. The verdict cites asset classes, the investor's rules and leg indices, never an instrument name. Each call saves a new check and verdict in the investor's history and returns its check_id, the identifier for that saved record. Stale or missing portfolio data produces an unavailable verdict with evidence recovery guidance and an optional next_step_href relative to the connected Investboard origin. A repeated call evaluates the then-current evidence and creates another saved check. Investboard never places, changes or transmits an order.	Check an intended change against the connected investor's mandate and return a rule-level verdict: ok, breach, cooling_off, no_rule, unavailable or unclassified. Accepts legs, each naming an ISIN or an asset class with an amount in euros or in percent of the portfolio; a single asset-class action (action_type, asset_class, amount_pct_of_portfolio) is also accepted. Every touched rule includes its current and projected state, plus evidence coverage and freshness. The verdict cites asset classes, the investor's rules and leg indices, never an instrument name. Each call saves a new check and verdict in the investor's history and returns its check_id, the identifier for that saved record. Stale or missing portfolio data produces an unavailable verdict with evidence recovery guidance and an optional next_step_href relative to the connected Investboard origin. A repeated call evaluates the then-current evidence and creates another saved check. Investboard never places, changes or transmits an order.	Yes	No	No	No
`get_approved_review`Read one review as the investor approved it: their reasoning, the frozen comparison it was approved over and the receipt naming what was committed. Use for questions about an earlier review, with a record_id from get_review_changes (baseline_id) or from a receipt. It is the original record, never a recomputation with today's holdings. A receipt for a saved draft is not a completed review. Reads only. Lists are bounded; read more of one with detail, offset and the first result's revision.	Read one review as the investor approved it: their reasoning, the frozen comparison it was approved over and the receipt naming what was committed. Use for questions about an earlier review, with a record_id from get_review_changes (baseline_id) or from a receipt. It is the original record, never a recomputation with today's holdings. A receipt for a saved draft is not a completed review. Reads only. Lists are bounded; read more of one with detail, offset and the first result's revision.	No	Yes	Yes	No
`get_decision_outcomes`Compare the investor's recorded decisions with what was observed afterwards, across every owned depot: what each decision did against leaving the portfolio unchanged, with the original strategy and reasoning. Use when the investor asks whether past decisions helped. Needs record, portfolio, policy and reflection read permissions. A stated decision does not prove a trade or a cause, and tax, payment or cost data that is missing stays missing. Read more decisions or trajectory points with detail, offset and the first result's revision.	Compare the investor's recorded decisions with what was observed afterwards, across every owned depot: what each decision did against leaving the portfolio unchanged, with the original strategy and reasoning. Use when the investor asks whether past decisions helped. Needs record, portfolio, policy and reflection read permissions. A stated decision does not prove a trade or a cause, and tax, payment or cost data that is missing stays missing. Read more decisions or trajectory points with detail, offset and the first result's revision.	No	Yes	Yes	No
`get_journal`Read the investor's own decision journal, newest first: their memo, falsifier, conviction, mood, review date, their own later verdict and the check an entry began as. Useful when the investor asks what they decided or wrote, or when a review is due. Pagination uses before and before_id from the previous response; reviews_due_only selects entries whose promised review date has arrived, with no verdict yet, and whose backing thesis, when present, is still active on that entry's version. Returns no instrument names. Journal text is the investor's verbatim record, attributed to that investor, not an AI agent's opinion or advice. Follow agent_reflection_id with get_reflection_history({ id }) only; do not infer relationships from matching dates or text. A verdict contains the conclusion and date, not the full review observation and assessment. For a due review, ask for the investor's observation before quoting the original; save the review in Investboard. This tool cannot write a journal or review.	Read the investor's own decision journal, newest first: their memo, falsifier, conviction, mood, review date, their own later verdict and the check an entry began as. Useful when the investor asks what they decided or wrote, or when a review is due. Pagination uses before and before_id from the previous response; reviews_due_only selects entries whose promised review date has arrived, with no verdict yet, and whose backing thesis, when present, is still active on that entry's version. Returns no instrument names. Journal text is the investor's verbatim record, attributed to that investor, not an AI agent's opinion or advice. Follow agent_reflection_id with get_reflection_history({ id }) only; do not infer relationships from matching dates or text. A verdict contains the conclusion and date, not the full review observation and assessment. For a due review, ask for the investor's observation before quoting the original; save the review in Investboard. This tool cannot write a journal or review.	No	Yes	Yes	No
`get_own_record`Read the investor's own recorded investment thesis for one instrument, identified by ISIN, or by ticker with an optional exchange: their statement and falsifier, recording and review dates, conviction and their own later verdict. Useful for recalling an investor's premise before discussing their own recorded instrument or when the investor asks what they thought about it. Statement and falsifier are the investor's verbatim words, attributed to that investor, not an AI agent's opinion, advice or mandate verdict. resolved=false means no instrument was identified among their holdings or recorded theses and no thesis lookup occurred; ambiguous matches return candidates without selecting one. gated=true indicates Premium entitlement is required and reveals no record details; it does not establish that a record is absent. An absent record is indicated only by resolved=true, found=false and no gated flag. The subject echoes supplied or owner-matched identifiers, never a security name. A different echoed ISIN identifies a different instrument or share class. This is the current projection, not a historical version lookup; a draft is not an activated version. An open verdict records an undecided review.	Read the investor's own recorded investment thesis for one instrument, identified by ISIN, or by ticker with an optional exchange: their statement and falsifier, recording and review dates, conviction and their own later verdict. Useful for recalling an investor's premise before discussing their own recorded instrument or when the investor asks what they thought about it. Statement and falsifier are the investor's verbatim words, attributed to that investor, not an AI agent's opinion, advice or mandate verdict. resolved=false means no instrument was identified among their holdings or recorded theses and no thesis lookup occurred; ambiguous matches return candidates without selecting one. gated=true indicates Premium entitlement is required and reveals no record details; it does not establish that a record is absent. An absent record is indicated only by resolved=true, found=false and no gated flag. The subject echoes supplied or owner-matched identifiers, never a security name. A different echoed ISIN identifies a different instrument or share class. This is the current projection, not a historical version lookup; a draft is not an activated version. An open verdict records an undecided review.	No	Yes	Yes	No
`get_performance_explanation`Explain how the investor's whole wealth performed over a period: the return, what was funding and what was investment result, costs, currency effects and what could not be measured. Use for questions such as how the portfolio did or why its value changed. Covers every owned depot in the reporting currency; there is no depot filter. Returns the actual window, currency and data coverage, with up to 20 rows of each detail list; read more of one list with detail, offset and the first result's revision. Contributions are funding, not performance. Cost figures explain the return and are not a second deduction. Decision attribution is not included: use get_decision_outcomes for that.	Explain how the investor's whole wealth performed over a period: the return, what was funding and what was investment result, costs, currency effects and what could not be measured. Use for questions such as how the portfolio did or why its value changed. Covers every owned depot in the reporting currency; there is no depot filter. Returns the actual window, currency and data coverage, with up to 20 rows of each detail list; read more of one list with detail, offset and the first result's revision. Contributions are funding, not performance. Cost figures explain the return and are not a second deduction. Decision attribution is not included: use get_decision_outcomes for that.	No	Yes	Yes	No
`get_policy`Read the signed original mandate or the current structured policy export as Markdown. Large documents return exact chunks: use page.next_offset with page.document_sha256 until null, then concatenate markdown in order. The signature applies to the complete original, never one chunk. A changed snapshot requires restarting. Investor-authored originals do not claim the generated export schema or instrument neutrality. Generated sections are instrument-neutral; attributed additions may be free-form. Supplying setup_id records this read and binds the setup receipt to the verified AI agent; it does not change the mandate.	Read the signed original mandate or the current structured policy export as Markdown. Large documents return exact chunks: use page.next_offset with page.document_sha256 until null, then concatenate markdown in order. The signature applies to the complete original, never one chunk. A changed snapshot requires restarting. Investor-authored originals do not claim the generated export schema or instrument neutrality. Generated sections are instrument-neutral; attributed additions may be free-form. Supplying setup_id records this read and binds the setup receipt to the verified AI agent; it does not change the mandate.	No	No	Yes	No
`get_portfolio_analysis`Read canonical whole-portfolio exposure dimensions, issuer concentration and shared fund holdings. Use to explain concentration, diversification and fund overlap. Weights are fractions with explicitly described denominators and coverage. Overlap is not historical correlation. Missing constituents, opaque sleeves and unresolved identities remain limitations; incomplete valuation withholds concentration and overlap. Does not apply a default issuer cap as an investor rule. Requires explicit portfolio:read consent and portfolio-detail entitlement.	Read canonical whole-portfolio exposure dimensions, issuer concentration and shared fund holdings. Use to explain concentration, diversification and fund overlap. Weights are fractions with explicitly described denominators and coverage. Overlap is not historical correlation. Missing constituents, opaque sleeves and unresolved identities remain limitations; incomplete valuation withholds concentration and overlap. Does not apply a default issuer cap as an investor rule. Requires explicit portfolio:read consent and portfolio-detail entitlement.	No	Yes	Yes	No
`get_portfolio_correlations`Read measured historical weekly EUR return correlations from the connected investor's current canonical correlation-lens observation. Use for how held investments moved together over the requested historical window, not constituent overlap. Returns the common sample dates, weeks, pair observations, confidence intervals, price-only exceptions, exclusions and covered value share. Never infers a numeric correlation from allocations or holdings. Returns unavailable when the evidence is insufficient or expired. Requires explicit portfolio:read consent and performance-depth entitlement. Send computed_at on further pages.	Read measured historical weekly EUR return correlations from the connected investor's current canonical correlation-lens observation. Use for how held investments moved together over the requested historical window, not constituent overlap. Returns the common sample dates, weeks, pair observations, confidence intervals, price-only exceptions, exclusions and covered value share. Never infers a numeric correlation from allocations or holdings. Returns unavailable when the evidence is insufficient or expired. Requires explicit portfolio:read consent and performance-depth entitlement. Send computed_at on further pages.	No	Yes	Yes	No
`get_portfolio_holdings`Read direct holdings or pooled fund look-through positions across the connected investor's imported accounts. Use for what the investor owns and shared direct/indirect exposure. These are alternative views of the same capital, never additive. Preserve the snapshot base currency, pricing and constituent dates, unknown mass, coverage and denominators. Returns a bounded page; send computed_at on further pages and restart if the snapshot changes. Requires explicit portfolio:read consent and portfolio-detail entitlement. Missing snapshots return unavailable; no analytics are fabricated.	Read direct holdings or pooled fund look-through positions across the connected investor's imported accounts. Use for what the investor owns and shared direct/indirect exposure. These are alternative views of the same capital, never additive. Preserve the snapshot base currency, pricing and constituent dates, unknown mass, coverage and denominators. Returns a bounded page; send computed_at on further pages and restart if the snapshot changes. Requires explicit portfolio:read consent and portfolio-detail entitlement. Missing snapshots return unavailable; no analytics are fabricated.	No	Yes	Yes	No
`get_portfolio_import`Read the status and receipt of a portfolio import submitted by this OAuth client for this investor. A preview is not a completed import: only status confirmed means the investor saved it. Confirmed receipts remain readable after preview cleanup. Requires portfolio:import. Unconfirmed expired previews need a new request_id.	Read the status and receipt of a portfolio import submitted by this OAuth client for this investor. A preview is not a completed import: only status confirmed means the investor saved it. Confirmed receipts remain readable after preview cleanup. Requires portfolio:import. Unconfirmed expired previews need a new request_id.	No	Yes	Yes	No
`get_prepared_review`Read where a prepared review stands. Use when the investor asks whether their review was saved or completed, or to recover after an uncertain prepare_review call. Pass the request_id you prepared it with; without one it returns the most recent review this connection prepared for the investor, which is how a new conversation finds it. A review prepared by another AI agent or by the investor themselves is not found this way. state is prepared, expired, draft_saved or review_completed, and receipts lists exactly what the investor committed in Investboard. A saved draft is not a completed review. Reads only: it approves and saves nothing.	Read where a prepared review stands. Use when the investor asks whether their review was saved or completed, or to recover after an uncertain prepare_review call. Pass the request_id you prepared it with; without one it returns the most recent review this connection prepared for the investor, which is how a new conversation finds it. A review prepared by another AI agent or by the investor themselves is not found this way. state is prepared, expired, draft_saved or review_completed, and receipts lists exactly what the investor committed in Investboard. A saved draft is not a completed review. Reads only: it approves and saves nothing.	No	Yes	Yes	No
`get_reflection_history`List the longitudinal audit of actions checked by an AI agent and their verdicts for the connected user. Use id to read the check named by a journal entry's agent_reflection_id. Follow both returned cursor values when paging. Checks made in Investboard itself are not listed. Outcomes are investor-reported and never establish execution. Saved verdicts retain their original evidence dates. Each record carries linked_decision, a reading derived from the investor's own trades on the way out and never stored: it names the day an execution landed and how surely it was matched, never an instrument and never a value.	List the longitudinal audit of actions checked by an AI agent and their verdicts for the connected user. Use id to read the check named by a journal entry's agent_reflection_id. Follow both returned cursor values when paging. Checks made in Investboard itself are not listed. Outcomes are investor-reported and never establish execution. Saved verdicts retain their original evidence dates. Each record carries linked_decision, a reading derived from the investor's own trades on the way out and never stored: it names the day an execution landed and how surely it was matched, never an instrument and never a value.	No	Yes	Yes	No
`get_review_changes`Read what changed in the investor's portfolio since their last approved review: opening and closing value, what was funding and what was investment result, late or corrected records, a changed mandate, which goals changed (their figures stay in Investboard), and rules newly breached or cleared. Use when the investor asks what changed since their last review, or before preparing one. Covers every owned portfolio unless portfolio_ids names some; the answer lists the owned portfolios. Reads only: it saves nothing and moves no baseline. A first review has nothing to compare with and says so. Lists are bounded; read more of one with detail, offset and the first result's revision.	Read what changed in the investor's portfolio since their last approved review: opening and closing value, what was funding and what was investment result, late or corrected records, a changed mandate, which goals changed (their figures stay in Investboard), and rules newly breached or cleared. Use when the investor asks what changed since their last review, or before preparing one. Covers every owned portfolio unless portfolio_ids names some; the answer lists the owned portfolios. Reads only: it saves nothing and moves no baseline. A first review has nothing to compare with and says so. Lists are bounded; read more of one with detail, offset and the first result's revision.	No	Yes	Yes	No
`get_status`Read where the mandate stands right now: the plan state and its severity, up to three drivers, the one item asking for attention with a link, and how fresh the evidence behind the reading is. Mirrors the Mein Mandat page. Names no instrument and no valuation.	Read where the mandate stands right now: the plan state and its severity, up to three drivers, the one item asking for attention with a link, and how fresh the evidence behind the reading is. Mirrors the Mein Mandat page. Names no instrument and no valuation.	No	Yes	Yes	No
`get_stress_test`Read a stress test's result: the portfolio's value before and after the replayed crisis, the loss, the months to recover, and each position's impact with how its shock was derived. Use for a run you started (request_id), a job (job_id) or an earlier result (analysis_id). With none of them it returns the investor's most recent stress test and a list of their recent ones: use that in a new conversation, or when asked which stress tests exist. A run still computing answers pending with retry_after_seconds. Totals are always complete; a large portfolio's per-position rows come 20 at a time, read more with detail, offset and the first result's revision. Positions the scenario cannot model are left out of every total. Hypothetical, not a forecast.	Read a stress test's result: the portfolio's value before and after the replayed crisis, the loss, the months to recover, and each position's impact with how its shock was derived. Use for a run you started (request_id), a job (job_id) or an earlier result (analysis_id). With none of them it returns the investor's most recent stress test and a list of their recent ones: use that in a new conversation, or when asked which stress tests exist. A run still computing answers pending with retry_after_seconds. Totals are always complete; a large portfolio's per-position rows come 20 at a time, read more with detail, offset and the first result's revision. Positions the scenario cannot model are left out of every total. Hypothetical, not a forecast.	No	Yes	Yes	No
`list_stress_scenarios`List the historical crises a stress test can replay over the investor's portfolio, such as the 2008 financial crisis: each with its dates, its peak-to-trough fall and the shocks it applies. Use when the investor asks how their portfolio would have held up in a crisis and you need the scenario's id for start_stress_test, or asks which scenarios exist. Reads only and starts no calculation. A scenario is a replay of the past, not a forecast or a probability.	List the historical crises a stress test can replay over the investor's portfolio, such as the 2008 financial crisis: each with its dates, its peak-to-trough fall and the shocks it applies. Use when the investor asks how their portfolio would have held up in a crisis and you need the scenario's id for start_stress_test, or asks which scenarios exist. Reads only and starts no calculation. A scenario is a replay of the past, not a forecast or a probability.	No	Yes	Yes	No
`prepare_portfolio_import`Prepare an investor-supplied portfolio for review in Investboard. Accepts at most 200 holdings and 200 transactions, explicit currency, source valuation date and acquisition costs. Transaction-only histories require an ISIN on each purchase, sale, transfer and split; with tickers alone, request an explicit holdings snapshot. Never invent missing values. This creates a preview only: give review_url to the investor to inspect and confirm in Investboard. Reuse request_id and the identical payload on retries, including after confirmation. Requires portfolio:import. Does not execute orders or replace existing portfolios.	Prepare an investor-supplied portfolio for review in Investboard. Accepts at most 200 holdings and 200 transactions, explicit currency, source valuation date and acquisition costs. Transaction-only histories require an ISIN on each purchase, sale, transfer and split; with tickers alone, request an explicit holdings snapshot. Never invent missing values. This creates a preview only: give review_url to the investor to inspect and confirm in Investboard. Reuse request_id and the identical payload on retries, including after confirmation. Requires portfolio:import. Does not execute orders or replace existing portfolios.	No	No	Yes	No
`prepare_review`Prepare a portfolio review for the investor to approve in Investboard. Use when the investor has seen get_review_changes and given the wording: their statement, what they expect next, what would change their view, a future review date and whether they keep or reconsider the strategy. Their words are the agreement: ask only for a missing part, never for a second yes; they approve the wording on the review page. Pass that result's revision as expected_revision and a new request_id. Returns a link (native_url) the investor must open to save a draft or complete the review. It approves and completes nothing and moves no baseline; never say the review is done. It expires after a day. AI agents may start at most 8 new stress tests and prepared reviews a day for one investor, counted together.	Prepare a portfolio review for the investor to approve in Investboard. Use when the investor has seen get_review_changes and given the wording: their statement, what they expect next, what would change their view, a future review date and whether they keep or reconsider the strategy. Their words are the agreement: ask only for a missing part, never for a second yes; they approve the wording on the review page. Pass that result's revision as expected_revision and a new request_id. Returns a link (native_url) the investor must open to save a draft or complete the review. It approves and completes nothing and moves no baseline; never say the review is done. It expires after a day. AI agents may start at most 8 new stress tests and prepared reviews a day for one investor, counted together.	No	No	Yes	No
`preview_rebalance`Compare what the investor could do next with their whole wealth: keep it as it is, invest new money, invest only part of it, or sell. Use when the investor asks how to invest a contribution or how to get back to their target. The amount they named and its currency are enough: run it with those instead of asking for more. Name a cash limit only when they want to invest part of the amount now (the partial_cash alternative). Returns each alternative's feasibility, fees, reserve, tax coverage and remaining drift in full, with its trades, from one snapshot under the signed policy. A large book returns 20 rows per list; read more with detail, offset, the first result's revision and the same request. It saves no check or plan and places no order.	Compare what the investor could do next with their whole wealth: keep it as it is, invest new money, invest only part of it, or sell. Use when the investor asks how to invest a contribution or how to get back to their target. The amount they named and its currency are enough: run it with those instead of asking for more. Name a cash limit only when they want to invest part of the amount now (the partial_cash alternative). Returns each alternative's feasibility, fees, reserve, tax coverage and remaining drift in full, with its trades, from one snapshot under the signed policy. A large book returns 20 rows per list; read more with detail, offset, the first result's revision and the same request. It saves no check or plan and places no order.	No	Yes	Yes	No
`record_decision`Record what the investor decided after a check: proceeded, abandoned or deferred, with an optional note and their own broker reference. Write-once per check. This only writes a record of a decision the investor already made: Investboard never places, changes or transmits an order.	Record what the investor decided after a check: proceeded, abandoned or deferred, with an optional note and their own broker reference. Write-once per check. This only writes a record of a decision the investor already made: Investboard never places, changes or transmits an order.	Yes	No	No	No
`start_stress_test`Start a stress test: replay one historical crisis over everything the investor holds today. Use when the investor asks how their portfolio would have done in a crisis. Pass a scenario_id from list_stress_scenarios and a new request_id. It returns at once while the calculation runs; read the result with get_stress_test and the same request_id after retry_after_seconds. Repeating a request_id returns the same run, never a second one. The run appears in the investor's stress test history in Investboard. AI agents may start at most 8 new stress tests and prepared reviews a day for one investor, counted together. It changes nothing about the portfolio and is hypothetical, not a forecast or advice.	Start a stress test: replay one historical crisis over everything the investor holds today. Use when the investor asks how their portfolio would have done in a crisis. Pass a scenario_id from list_stress_scenarios and a new request_id. It returns at once while the calculation runs; read the result with get_stress_test and the same request_id after retry_after_seconds. Repeating a request_id returns the same run, never a second one. The run appears in the investor's stress test history in Investboard. AI agents may start at most 8 new stress tests and prepared reviews a day for one investor, counted together. It changes nothing about the portfolio and is hypothetical, not a forecast or advice.	No	No	Yes	No
`stress_test_holdings`Replay historical crises over holdings supplied in this conversation: approximate shocks by sector and asset class, the portfolio's change and each position's, with each scenario's method and sources. Use when the investor asks how their stated holdings would have held up in a crisis. Pass portfolio, the same shape analyze_holdings takes, and scenarioKeys, one to five of: gfc_2008, covid_2020, rate_hike_2022, euro_crisis_2011, dotcom_2000. Reads and saves no Investboard account and needs no sign-in. At most 25 holdings; weights are fractions, values must already be in baseCurrency. Never invent a missing holding. A scenario the holdings cannot be modeled for answers unavailable with its reason. An approximate replay of the past, not a forecast. The investor's saved Investboard portfolio is stress tested by the account tools, which need sign-in.	Replay historical crises over holdings supplied in this conversation: approximate shocks by sector and asset class, the portfolio's change and each position's, with each scenario's method and sources. Use when the investor asks how their stated holdings would have held up in a crisis. Pass portfolio, the same shape analyze_holdings takes, and scenarioKeys, one to five of: gfc_2008, covid_2020, rate_hike_2022, euro_crisis_2011, dotcom_2000. Reads and saves no Investboard account and needs no sign-in. At most 25 holdings; weights are fractions, values must already be in baseCurrency. Never invent a missing holding. A scenario the holdings cannot be modeled for answers unavailable with its reason. An approximate replay of the past, not a forecast. The investor's saved Investboard portfolio is stress tested by the account tools, which need sign-in.	No	Yes	Yes	Yes

Details

Registry status: Active
Published: Oct 29, 2026
Updated: Oct 29, 2026
Website: https://investboard.com/⁠ (opens in a new tab)
Repository: Not given
Categories (suggested): Finance and paymentsSuggested categories are assigned automatically from the registry text and may be wrong. Verified operators can correct them.
GDPR: Not declared

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