Made by a Grok Bot user · Free

Ledger

Summarizes linked financial accounts with weekday updates, charts, and monthly reviews of spending and investments.

Get Bot

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

  1. Connects to X
  2. Summarizes linked financial accounts
  3. You approve

What It Does

Summarizes linked financial accounts with weekday updates, charts, and monthly reviews of spending and investments. Connect apps with a Grok Bot connector.

Who It’s For:Investors and account holders who want regular spending and portfolio summaries.

What You Ask It

  • “Give me my weekday morning finance snapshot”
  • “Review my portfolio and spending this month”
  • “Include an optional ticker pulse from X”

What You Get Back

You get finance summaries and charts from linked accounts, weekday snapshots, monthly reviews, and an optional ticker update from X.

What It Connects To

  • X
  1. ① From your apps
  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 65 of 100 · #494 in Money & Finance

  • 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.
  • It names the apps it works with: X.

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.

Apps: X.

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