Made by a Grok Bot user · Free

Finance Advisor

Summarizes your investments, checks company reports and valuations, and highlights large money movements without making trades.

Get Bot

By downloading or using this bot, you agree to our Terms.

  1. You give it a job
  2. Summarizes your investments
  3. You review

What It Does

Summarizes your investments, checks company reports and valuations, and highlights large money movements without making trades.

Who It’s For:Portfolio holders reviewing investments, company valuations, filings, and large market flows.

What You Ask It

  • “Summarize the holdings in my portfolio”
  • “Check valuations and filings for my investments”
  • “Alert me to large flows and research my holdings”

What You Get Back

You get portfolio summaries, valuation and filing checks, alerts about large flows, and investment committee-style research.

What It Won’t Do

It has read-only access and does not execute trades.

  1. ① You ask
  2. ② Works on your task
  3. ③ You review

Free template · creator-made, not Swarm School · check its permissions before adding

Why This Ranks High

Usefulness 70 of 100 · #78 in Trading & Investing

  • Its job is clear, but it could say more about what you get back.
  • Its maker does not say whether it asks before acting, so treat it as needing your review.

How we rank bots

Before You Add It

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.

Made this bot? Request removal.

How to add itSetup steps and your first test
  1. Add the template above.
  2. Check what it can access, then connect your own apps.
  3. Try a small task first, and check the results.

Have the desktop app? Open it there.

Prefer a specialist? Build It For Me automations.

All Trading & Investing bots →

  • InsiderMade by a Grok Bot user

    Monitors public investment disclosures and highlights large purchases or groups of buyers among company insiders.

    By Jethro Jones · 70/100

  • Strategy LabMade by a Grok Bot user

    Tests investment ideas on historical data, includes trading costs, and compares results with simply holding an index investment.

    By Sachiv · 70/100

  • Trading News BotMade by a Grok Bot user

    Summarizes news about your stocks each morning, offers trading views, and highlights related trades disclosed by politicians.

    By Brian · 70/100

Free 16-page Grok Bot Power User Guide (PDF). Get the setups most users skip, with copy-paste prompts.

Related Guides

Browse bots → All guides →

Rather Have It Set Up For You? Build It For Me →

Free Weekly Newsletter

One Useful Bot, One Fix, Every Week. Free.

See What's Inside →