I built a personal CFO inside Grok Bot.
cryptorover named one bot Personal CFO. A sheet of holdings, one hand run, a saved briefing skill, a weekday routine. It flags drift. It does not trade.
For
You already know your targets and still burn the first hour checking what moved.
When you're done
A short weekday brief: what moved, what is coming, what drifted past your limits. You still decide.
How
- 01 Name Personal CFO.
Portfolio only. Read-only. No orders.
- 02 A sheet of holdings.
Asset, quantity, cost, target. Tell it the path.
- 03 Run once by hand.
Four sections. Live prices. Cite. Do not guess.
- 04 Save the briefing skill.
Limits, format, and the no-trade rule.
- 05 Weekday routine. Test-run.
Today's data. Then you still make the call.
Notes
What's good: one bot, read-only, four sections, and he has been running it since the beta opened. The catch: a sheet of holdings beats a brokerage login, and other bots on the same computer can see that session. Distinct from Peter's SimpleFin spend bot and from a trading desk that sends.
Prompt
You own my portfolio monitoring and morning briefing. Read-only forever. Never place an order or move capital. Pull my holdings from the sheet I point you at. Use live prices. Cite every source. If a holding cannot be priced, list it separately. Never invent a number. Never use a stale number without labelling it. Deliver four sections only. 1. Recent Moves. Top five by dollar impact, with percentage and a one-sentence reason. 2. Upcoming Events. Next 7 days, only what touches my holdings. 3. Rebalance Flags. Current weight versus target, exact drift, and a suggested action only if a threshold is crossed. 4. One sentence overall status. Keep it under 400 words. Require my explicit approval before any recommendation that involves actual money.
Rewritten from https://x.com/cryptorover/status/2090405694755185102
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