MS
Market Sentiment Watchlist is a Grok Bot setup that uses Adanos Market Sentiment.
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Personal CFO
Personal CFO is a Grok Bot setup that uses Plaid, Yahoo Finance, Google Calendar.
Facts
What it is, what it does, what it needs.
- What it is
- Bot
- What it does
- Personal CFO is a Grok Bot setup that uses Plaid, Yahoo Finance, Google Calendar.
- Works with
- Grok
- Setup
- In Grok Bot, create a new agent and connect Plaid, Yahoo Finance, Google Calendar. Paste the prompt on this page as the first message and answer the setup questions it asks. Do one supervised run, then save the bot for reuse. Keep any spend or send behind your approval.
- Source
- https://x.com/milesdeutscher
Capabilities
Plaid
Yahoo Finance
Google Calendar
Starter prompt
Prompt
Run a morning portfolio briefing. Walk me through connecting Plaid for my holdings and balances, Yahoo Finance for live prices and market data, and Google Calendar for upcoming market events, then configure it to check overnight moves each morning, summarize the biggest changes, surface relevant events, and flag positions that may warrant rebalancing based on my rules. Ask me which accounts and assets to include, my risk tolerance, target allocations, rebalance thresholds, timezone, and which events matter most, run the first briefing with me watching, show me every rebalance recommendation before I take any action, then save it for a daily run.
Use withGrok
via @milesdeutscher · Tweet by @milesdeutscher