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Grok Bot template · Personal & Life

Portfolio Bot

Shared by @utahpowscott

Works best with the Stock Market Manager. Portfolio Bot tracks your holdings across brokers and surfaces what needs attention.

Add to Grok Bot ↗Share on XRe-check link

What this Grok bot does

Works best with the Stock Market Manager. Install that first so your setup carries over automatically. Portfolio Bot tracks your holdings across brokerage and retirement accounts, checks allocation, and sends plain-English portfolio summaries.

— the creator's description on the bot's x.ai share page

Portfolio Bot at a glance

Portfolio Bot is an on demand life bot shared by @utahpowscott and first listed on 2026-10-13. 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

High access Its description mentions money, publishing or deleting things — keep every consequential action behind your explicit approval inside Grok.

  • Money — Mentions trades, payments or purchases

Derived from the public description. The live configuration on x.ai is the source of truth — review it before adding.

Before you add Portfolio Bot

  • Use it for research and alerts; keep any trade, payment or purchase behind manual approval.
  • 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.

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