By David Bartas · Updated
An Investboard product for shaping editable portfolio proposals around an investor’s objectives and rules.
- Project period
- Oct 2026 – present
- Role / relationship
- Product direction & architecture · Investboard GmbH
- Stage
- In development
Ownership disclosure: David Bartas is the founder of Investboard and creator of InvestingStack. This case covers his own product or work in the Investboard ecosystem.
Keep the investor’s intent visible in every revision.
- 01Objectives & rules
- 02Editable proposal
- 03Compare & refine
The question
How do you move from an investment objective to a complete proposal while keeping constraints, holding decisions and evidence visible?
The work
Design a focused construction workspace around the investor’s brief. Keep the portfolio itself central, with direct editing, holding locks and saved revisions, while connecting research and analysis to Investboard.
The product design
- Objectives, investment rules and separate holding and weight locks
- Editable proposals, saved variants and comparison of changes
- Research handoff and an integration with Investboard’s shared services
Current stage
The website preview is public. The workspace is being prepared for shared account access and live AI, with full service acceptance and the buildportfolio.ai domain launch still pending.
Sources and public evidence.
The project period is separate from this page’s publication date. The case reports the stated scope and public evidence; it does not claim a measured commercial or investment outcome.