Grok Bot template · Finance & Ops
Portfolio Manager
Shared by @Teach_a_man
An AI portfolio manager that only listens to filings, not noise.
What this Grok bot does
It tracks the companies you pick, puts earnings dates on your calendar, and grades each report against facts written down beforehand. It never trades and gives no personal financial advice, only perspective.
Portfolio Manager at a glance
Portfolio Manager is an on demand finance bot shared by @Teach_a_man and first listed on 2026-10-20. It works when you message it rather than on a timer, which keeps usage low. 2 independent public catalogs list it, and its x.ai share link was last checked live on 2026-10-19.
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 Manager
- 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.