Editorial / Author profile
David Bartas
Developer, self-directed investor and the person behind InvestingStack.
Background and ownership
I am the founder and architect of Investboard, a portfolio tool built around a personal investment mandate. I run InvestingStack and personally deliver the consulting engagements offered here.
My ownership of Investboard is a conflict of interest. Articles that substantively discuss Investboard disclose that relationship. Published checks state their scope and limits; they do not establish investment returns.
How the research is produced
InvestingStack combines public documentation review with explicitly described tests. Source reviews, offline checks and pending experiments are identified separately. GitHub metrics describe activity, not quality or investment performance.
Published research
- Beyond market data: what an AI investing agent needs to know about you
Research, portfolio access and order approval solve different problems. A comparison of the tools that carry an investor’s holdings, rules and decision history—and where Investboard fits.
- From TradingAgents analysis to a reviewable investment decision
What investor context changes in the research workflow, what the connector records, and how to test it without confusing a mandate check with an order block.