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Insights
  1. 01 Rule engine
  2. 02 Daily briefing
  3. 03 AI chat
  4. 04 Guardrails

03 Discipline · Insights

97 checks. One briefing. No forecasts.

Investboard reads your wealth against 97 fixed rules: concentration, costs, German taxes, behavior. A daily briefing sums up what changed. And an AI chat answers questions over your real data: evidenced, bounded, in the EU.

97 fixed rulesDaily briefingEU-resident AI
Investboard

Signal desk

Illustrative example

Briefing 07:30

Detectors

Outlier

Evidence

Rule engine

97 fixed checks in 14 categories, ranked by relevance and de-duplicated.

Deterministic

Anomalies

Five detectors per symbol read price, volume, sentiment, earnings and divergences.

Symbol-aware

AI guardrails

The AI only phrases: every number is precomputed, every answer logged.

EU model

Short answer

Insights are context with evidence.

Investboard Insights check your wealth against 97 fixed rules: from concentration risk through costs and German tax deadlines to your own behavior. Anomalies are explained, grounded in the triggering numbers and framed against your mandate. The AI phrases; the computing happens first.

  1. 0197 deterministic rules in 14 categories, each with a named evidence base.
  2. 02A daily briefing: what changed and whether it matters for your plan.
  3. 03AI chat with nine tools over real portfolio data, behind guardrails.
01Rule engine

97 rules you can read.

The rule engine works deterministically: 97 fixed checks in 14 categories, ranked by relevance and de-duplicated. No signal comes from a model's whim; each comes from a rule with a threshold and an evidence base.

14 categories
From concentration and costs through dividends, earnings, fundamentals and net worth to German taxes and your own behavior: every rule checks one concrete, named condition.
German tax depth
Vorabpauschale, the saver's allowance, the one-year speculation period, legacy holdings, loss pots: the rule engine knows the deadlines and allowances that actually apply to German brokerage accounts.
Not a language model
Deliberately not a language model: signals are computed, not phrased. What the rules cannot evidence does not appear.
02Daily briefing

Every morning: what changed and whether it counts.

Five deterministic detectors per symbol spot anomalies. A daily briefing puts the picture into words: calm, fully formed, without forecasts.

Five detectors
Per symbol, five deterministic detectors check for price outliers, volume spikes, news-sentiment shifts, earnings surprises and cross-asset divergence.
One briefing, fully phrased
An EU-resident model condenses rules, detectors and dates into a daily briefing behind output guardrails. It frames, it does not predict.
Dates in view
Upcoming earnings dates of held positions flow into the briefing before they surprise.
03AI chat

Answers over your real data.

The AI chat answers questions about your actual portfolio: EU-resident, behind guardrails, with tool access instead of guesswork. It explains and frames, it does not recommend.

Nine tools
Portfolio summary, individual holdings, net worth, prices, allocation, drift, tax summary, market overview and active signals: the chat reads your data rather than answering in general.
Explain where the question is
Metrics, charts and signals can be explained right in context; follow-up questions keep the thread.
04Guardrails

Every number precomputed. Every answer logged.

Trust here is not a footnote but architecture: the AI may phrase, but it may not compute, guess or advise.

No invented figures
Every number in an AI answer must have been computed from your data first; outputs are checked against that. If an answer fails the check, it is blocked or replaced by the deterministic version.
EU-resident, logged
The model runs in the EU, conversations stay in the EU, and every AI answer is logged: traceable, even months later.
Advice boundaries
Investment advice, order suggestions and forecasts are out of scope and actively constrained. Insights frame; deciding stays with you.

Frame, do not guess

Context, not prediction.

Investboard explains and evidences: context, not instruction.

What is included

AI queries: five a month on Free, 50 on Pro, 500 on Premium. Full signal detail from Pro; advanced anomaly and briefing features on Premium. All figures without guarantee, not investment advice.

FAQ
Are Investboard Insights AI forecasts?

No. Insights are context based on available data. 97 fixed rules and five detectors flag anomalies; they do not predict prices and do not replace investment advice.

How do I know why a signal appears?

Every signal comes from a named rule and is grounded in the triggering numbers from your data. What cannot be evidenced does not appear.

Why does Investboard use fixed rules instead of open-ended AI?

Fixed rules are auditable: same data, same signal, traceable threshold. The AI comes only afterwards and phrases what the rules have found.

Can the AI chat give investment recommendations?

No. The chat explains data, metrics and relationships in the portfolio. Advice, order suggestions and invented figures are constrained by guardrails.

Have your wealth checked.

97 rules, a daily briefing and answers with evidence: from the first imported portfolio.

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Price

Spike

Volume

Sentiment

News

Surprise

Earnings

Cross-asset

Divergence

Daily briefing

Three anomalies touch held symbols. Two can be explained by earnings.

Portfolio

connected

Rules

deterministic

AI

EU + guardrails

No forecast. Signals appear only when data is present.