By David Bartas · Updated
Bringing portfolio data, a personal mandate and decision history into one product.
- Project period
- 2025 – present
- Role / relationship
- Founder & architect
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.
Make context a part of the product architecture.
- 01Your mandate
- 02Portfolio context
- 03Review & record
The question
Portfolio data is spread across accounts. An AI assistant also needs the investor’s rules and reasoning to put that data in context.
The work
Connect the product experience, portfolio calculations and permissioned agent access around a shared mandate. Keep the investor’s decision history available alongside the current holdings.
What was delivered
- Portfolio overview and allocation analysis
- Personal mandate and recorded checks
- Decision journal and context for supported AI agents
The public result
A public product and interactive demo let visitors explore the workflow. The demo identifies example data; a recorded mandate check leaves the investment decision with the user.
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.