Investboard

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_action

List the longitudinal audit of actions checked by an assistant 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.

get_reflection_history

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 assistant opinion or recommendation. 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.

get_journal

Read the current investment policy as Markdown. Generated sections are instrument-neutral; attributed investor additions may be free-form.

get_policy

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 assistant opinion, recommendation 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.

get_own_record

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.

get_status

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_decision