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PlanYour approval
1You give it a job
2Does the work
3You review
What It Does
Prepares weekly investment reviews covering your holdings, position sizes, an index investment plan, and alternatives to consider.
Who It’s For:Investors who want weekly portfolio analysis with levels for each holding.
What You Ask It
“Prepare my weekly portfolio brief after the US close”
“Show me the levels for each portfolio holding”
“Include the tracked index sleeve in my brief”
What You Get Back
You get a weekly portfolio summary after US markets close, covering individual holdings, a tracked index sleeve spanning 12 months, and standing alternatives.
① You ask→
② Works on your task→
③ You review
Free template · creator-made, not Swarm School · check its permissions before adding
Safety and permissionsAccess, approvals and your responsibility
Made and shared by a Grok Bot user, not by Swarm School. Read what it does, then check every permission it asks for.
Not made by Swarm School or xAI. We can’t make any guarantees about it. You’re responsible for its actions. Review permissions; never run unchecked. Read the bot-use terms and how to add a bot safely.
How to use Grok Bot, step by step: install it, sign in, give your first Bot one clear job, connect apps safely, then turn what works into skills and routines.
Every Grok Bot connector we could confirm in xAI's and Cursor's docs, what each one can do, and how to connect apps without giving your Bots too much access.
What a Grok Bot template includes and leaves out, a five-point check before you click Add Bot, how to share your own (public vs. team), and how to move a Bot to a new account.
