Grok Bot template · Finance & Ops
Personal CFO
Shared by @peteoconnell
A read-only personal CFO that links your accounts through Plaid and keeps your net worth, allocation, cash flow, debts and alerts current.
What this Grok bot does
With a live dashboard. It talks at your level and never moves money or trades.
Personal CFO at a glance
Personal CFO is an on demand finance bot shared by @peteoconnell and first listed on 2026-10-15. It works when you message it rather than on a timer, which keeps usage low. 4 independent public catalogs list it, and its x.ai share link was last checked live on 2026-10-15.
Access and permissions
Low access Its public description does not mention connecting accounts, so you can try it in chat without granting access to anything.
No account access mentioned in the public description.
Derived from the public description. The live configuration on x.ai is the source of truth — review it before adding.
Before you add Personal CFO
- Use market bots for research and alerts, not for placing trades.
- Open the x.ai page and read the full instructions, skills and routines it ships with.
Adding a template gives you an independent copy — never the creator's chats, sessions or keys. How adding a Grok Bot template works.
Another Grok bot named “Personal CFO”
Different creators, different bots — compare what each one does before you pick.
- Personal CFO by @hjackson2 — A plain-language personal CFO that tracks your budget, cash flow and the stocks you follow.