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Investboard

Investboard

ChatGPT plugin by Investboard · Investment rules and history

Finance v2.1.0 Created Oct 12, 2026 Website ↗ Open in ChatGPT ↗

Data updated · Last checked

Track this plugin
Directory search
#160 of 738
Top 25% in Finance
ChatGPT visibility
28 answers checked · Sign up to see
Category page
—
search only, no category page
Listing score
70/100
leaders average 62

Keyword gaps?Searches where competitors rank and Investboard is not in the results.

SearchResultsBest competitorTheir position
equity21Public Equity Investing#2
9 more gapsSign up free →

Listing check?What to fix in the listing and how much each item adds to the listing score (70/100; category leaders average 62).

  • !
    Put a search term in the name Search rank?Directory search ranks name matches first: 53% of top-3 results have the search term in the name. Searches for a brand name itself are not tracked.
    The name has none of the tracked search terms.
    8 of 20 category leaders do this
    0 / 30
5 more checksSign up free →

Try a new name or short description →

In ChatGPT conversations?How often ChatGPT mentions Investboard when people ask common Finance questions.

Visibility
In a suggestion card
Answers checked
Mentioned most
ChatGPT visibilitySign up free →

About Investboard

Investboard ranks #6 of 46 for “investment” in ChatGPT directory search, behind InvestmentIQ at #1. For “portfolio” it's #11 of 47 and Portfolio Dividend Tracker leads. It doesn't show up for “equity”, where Public Equity Investing ranks #2.

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.From the plugin’s directory listing

Try asking

@Investboard Help me understand my portfolio's underlying holdings, overlap and diversification.
@Investboard Check a change I am considering against my investment strategy.
@Investboard Help me develop an investment thesis and work through the decision.

Competitors?Plugins that show up in the same tracked searches as Investboard.

  1. PortfolioFitPortfolioFitRekognize
  2. Bigdata.comBigdata.comRavenPack
  3. Wealth TrackerWealth TrackerDigital Front LLP
  4. InvestmentIQInvestmentIQLayer 3 Labs
  5. Portfolio Dividend TrackerPortfolio Dividend TrackerPortfolio Dividend Tracker
  6. Investment BankingInvestment BankingOpenAI
  7. PortfolioIQPortfolioIQLayer 3 Labs
  8. Distilla Investment ResearchDistilla Investment ResearchDistilla, Inc.

In the directory

Featured page
Not on it
Category page
Search only
Same job
362 investing plugins
Listed since
Oct 28, 2026

Recent changes

  1. Updated changed its example prompts
  2. Updated changed its skills
5 more changesSign up free →

Alternatives to Investboard?Plugins that share searches with Investboard and do the same job.

PluginMade forWorks inComes first for
PortfolioFitCheck portfolio mandate fit ProfessionalsWorldwide—
Bigdata.comFinance research, news & data ProfessionalsWorldwide—
InvestmentIQPlan, Project & Grow Wealth Personal useWorldwide“investment”
Portfolio Dividend TrackerTrack investment portfolios Personal useWorldwide“portfolio”
Investment BankingM&A, valuation, and financing ProfessionalsWorldwide—

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Investboard: questions and answers

What does Investboard do?

Investment rules and history. 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.

How do I use Investboard in ChatGPT?

Install it from the ChatGPT plugin directory, then mention @Investboard in a chat. Its listing suggests asking “Help me understand my portfolio's underlying holdings, overlap and diversification.”, “Check a change I am considering against my investment strategy.” or “Help me develop an investment thesis and work through the decision.”

Which plugins compete with Investboard?

Investboard shares directory searches with PortfolioFit, Bigdata.com, Wealth Tracker and InvestmentIQ.