Personal CFO

What it does

Run a morning portfolio briefing. Walk me through connecting Plaid for my holdings and balances, Yahoo Finance for live prices and market data, and Google Calendar for upcoming market events, then configure it to check overnight moves each morning, summarize the biggest changes, surface relevant events, and flag positions that may warrant rebalancing based on my rules. Ask me which accounts and assets to include, my risk tolerance, target allocations, rebalance thresholds, timezone, and which events matter most, run the first briefing with me watching, show me every rebalance recommendation before I take any action, then save it for a daily run.

Requirements

Grok Bot access and any required accounts for: Plaid, Yahoo Finance, Google Calendar.

What is included

• ↳Integration: Plaid
• ↳Integration: Yahoo Finance
• ↳Integration: Google Calendar