Recipes / Money & bills
Grok BotRoutineMoney & bills

Personal CFO morning briefing

One of several use cases he listed: a bot that pulls live portfolio data and gives a morning briefing on overnight moves, upcoming events and flags.

Setup time15 min
CostIncluded in plan
RunsEvery weekday morning
NeedsGrok Bot, portfolio list (read-only)
Last updated2026-10-15
XSource

Here's a list of Grok Bot use cases I've found helpful

by Miles Deutscher (@milesdeutscher) · 2026-08-17

✓ Opened via the X API on 2026-10-15

Read the original ↗
Part 1 · What the source did

One of several use cases he listed: a bot that pulls live portfolio data and gives a morning briefing on overnight moves, upcoming events and flags.

  • Pulls live portfolio data.
  • Briefs him each morning on overnight moves and upcoming market events, with flags.

Summary written by Agent Cookbook. See the original for the full context.

Part 2 · Our copy-paste version

Adapted by us from what the source described. Fill in the [BRACKETS].

The prompt

Every weekday at [TIME]: using my holdings [LIST or read-only source], report: 1. Overnight moves beyond ±[X]% with the likely reason and a source link. 2. Events in the next 7 days that affect my holdings (earnings, unlocks, macro). 3. Up to 3 flags worth a look. Informational only. Never place trades or suggest position sizes.
🛡
Approval ruleRead-only. The bot never trades or logs into brokers.

Set it up

  1. Give it holdings as a list or a read-only export.
  2. Run once and check the numbers against your broker.
  3. Schedule it.

Common failures

⚠
What usually goes wrong
  • Stale prices from cached pages; ask for timestamps.
  • Reading it as advice. It isn't.

Variations

  • Weekly version on Sundays.

Related recipes