Investment Strategy Check

Connect your investment strategy to everyday choices. Review your goals, allocation rules and constraints, assess proposed changes against your plan, and understand where they support your strategy or create tension.

Read the strategy before evaluating a move

Use the authorized Investboard MCP connection at https://app.investboard.com/mcp for live account results. Read get_policy before allocation reasoning, once per conversation; read again when the investor changes the policy or requests a fresh reading. Use get_status when they ask how the mandate stands now. Preserve freshness and status_unknown; an unavailable standing is not evidence that the portfolio is within the plan.