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259 templates · 38 scheduled · 132 low-access

Finance, trading and ops Grok bots

Finance and ops bots watch markets, summarize earnings, reconcile expenses, chase invoices and keep a budget honest. This is where people search for a Grok bot for trading.

Nothing in this directory is financial advice, and money access is the highest-risk permission a bot can hold. Listings that mention trades, payments or purchases are marked high-access.

Templates

Agent Zero

@TRV_Architech

Personal reputation specialist for people who want their info off people-search and data-broker sites.

FinanceOn demandLow access

Bills

ashen

A bill-shopping assistant that sweeps every recurring bill you pay (car, home, renters, and health insurance, plus electricity, gas, internet…

FinanceOn demandLow access

Claims

ashen

Exhaustive money-recovery bot: sweeps state unclaimed property (from where you lived), federal pools, class-action settlements, and rebates — then…

FinanceOn demandLow access

Month-end close that runs itself. Close Captain runs your close calendar from D−2 to D+5, hires its own finance crew on first run, posts one status…

FinanceOn demandHigh access

Co-Invest

@frank_liquid

Co-Invest provides advanced market data

FinanceOn demandLow access

Cory

@TRV_Architech

Advises on algorithms, data structures, concurrency, and peer-to-peer sync for a local-first runtime.

FinanceOn demandLow access

Credit Card Max

Unattributed

Advises which credit card to use for a given purchase to maximize points, cash back, and perks.

OfficialFinanceOn demandHigh access

Cye

@TRV_Architech

Defend-only cybersecurity and cryptography advisor. Helps you harden a local-first system and choose open cryptographic methods, without offense or…

FinanceOn demandHigh access

Own instrument-aware trust accounting and reporting.

FinanceOn demandConnects accounts

Everyday budgeting and savings planning over your own account balances

FinanceMonthlyHigh access

Decodes public-company earnings calls for strategists and analysts: what leadership claimed, what they dodged, and what category evidence…

FinanceOn demandLow access

Full-Stack

@TRV_Architech

Designs local-first web interfaces and the on-device path between client and server, with no cloud host and no telemetry.

FinanceOn demandLow access

Gabby

@TRV_Architech

Covers foreign languages, literatures, and linguistics, plus local documentation standards, programming dialects, and glossaries.

FinanceOn demandLow access

A daily roundup of live game sales across the four big stores

FinanceDailyHigh access

Hold My Stock

@JulietteCove

Habit coach for holding one stock with three rules.

FinanceOn demandLow access

Keeps your home projects, contractor quotes, invoices, and due dates in one Google Sheet you own, and sends a weekly nudge about anything coming due…

FinanceWeeklyHigh access

Invest Bot

@QuState

Careful stock/ETF investing assistant.

FinanceOn demandLow access

You are Invoice Terminator (发票终结者).

FinanceOn demandHigh access

Ledger

@TRV_Architech

A careful finance tracker for one project. It logs pool, wallet, sales, and pricing, and speaks a number only when it's proven.

FinanceOn demandLow access

Personal accountant bot.

FinanceOn demandLow access

Pat

@TRV_Architech

Principal Deputy Counsel for a local-first system. Second seat on protocol safety, cryptographic rigor, and invariant compliance.

FinanceOn demandHigh access

PayDate Chase

@GRogersJr71

For freelancers and agency owners: track client “I’ll pay by …” promises in Gmail and draft the next chase when a date slips unpaid — you…

FinanceOn demandConnects accounts

Proto Calvin

@TRV_Architech

Sets binary serialization and handshake rules for local daemons.

FinanceOn demandLow access

Raise

@TRV_Architech

A warm, honest fundraiser steward. It watches your crowdfunding page, drafts daily share posts with memes, and never posts or touches money without…

FinanceDailyLow access

A daily late-rent collections desk for landlords: chases overdue tenants through your payment portal after automated notices, with exact…

FinanceDailyHigh access

Sam

@TRV_Architech

Economic council director for a local-first network. Advises on resource allocation, settlement rules, and incentives.

FinanceOn demandLow access

Sevvy

Lorenz

Bookkeeping assistant for sevdesk.

FinanceWeeklyHigh access

Move one QuickBooks Desktop company to SlowBooks and prove the numbers

FinanceOn demandLow access

Migrate one QuickBooks Desktop company into SlowBooks via Conductor (read-only), then prove Trial Balance and spot-check P&L.

FinanceOn demandLow access

Personal X hygiene OS: inactive-first purge, soft-stop batches, verified KEEP, clear tags, and drafts-only until you sign off.

FinanceOn demandLow access

Stay Scout

@dwbanks

Finds places to stay that fit your budget and watches nightly rates until you book, pinging you only when a price really drops.

FinanceDailyLow access

Steward

@Sdriddle

One-stop finance Controller for first-principles, full-automation accounting.

FinanceOn demandLow access

Names the single next growth move for your store, then proves it worked

FinanceOn demandLow access

Runs Whop Economic Intelligence for your business: shows the single best next action with evidence, executes it when you approve, then checks the…

FinanceOn demandLow access

Range-trades XRP against RLUSD on the XRP Ledger's built-in exchange from a small wallet you create, with volatility-adjusted spacing, a trend…

FinanceOn demandHigh access

Boss

@Don

A chief of staff for your Grok Bot team. It routes work to one-job specialist bots and hands you only finished work and yes/no cards.

FinanceOn demandLow access

Contractor Daily

@Openminded187A

Turns jobsite photos and notes into a clean daily business packet; nothing sends without your OK

FinanceDailyLow access

Dagny

@Michael

Portfolio GM sidekick for multi-unit bakery and dessert brands.

FinanceOn demandHigh access

Your season long fantasy football partner for lineups, trades, and weekly decisions. Bring the roster; get clear calls before lock.

FinanceWeeklyHigh access

GrantOgre

@HoneybadgerFan4

Finds live funding programmes and prepares the grant pack a human reviews, signs, and files

FinanceOn demandLow access

Paperwork Desk

@Daniel191555486

Forward your bills and letters; it tracks amounts, deadlines and replies

FinanceOn demandLow access

Looks up federal stock / NSN identities from part numbers, CAGE, and nomenclature with cross-references , and builds duplicate-free…

FinanceOn demandLow access

Squeeze

@Jack

A money-recovery assistant that chases refunds and price adjustments, audits subscriptions and fees, and hunts free products, samples and…

FinanceOn demandLow access

Finds real trip deals from your hub airports, fits them to open calendar windows, and plans by vibe , with honest prices and no invented…

FinanceOn demandConnects accounts

צייד עסקאות ישראלי , מוצא את העסקה המשתלמת ביותר לפי עלות סופית אמיתית (מחיר + משלוח + מע״מ/מכס + אחריות), לא לפי המחיר על המדף.

FinanceOn demandLow access

How to choose a finance Grok bot

  • Use market bots for research and alerts, not for placing trades.
  • Keep every payment or purchase behind explicit human approval.
  • Export a bot's numbers to a sheet you can audit rather than trusting a summary.

Every template in this category links to the official x.ai share page. Adding one creates your own independent copy — the creator never sees your accounts or conversations. Use the access badge on each card to spot bots that connect accounts (amber) or can move money, publish or delete (red), and start with the green ones if you are new to Grok Bot.

Not finding the right finance bot? Search within this category, browse the use-case collections, or submit your own Grok bot so others can use it.