Made by a Grok Bot user · Free

Personal CFO

Tracks your spending and cash, summarizes market developments, and reviews your finances each month.

Get Bot

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

  1. You give it a job
  2. Tracks your spending and cash
  3. You approve

What It Does

Tracks your spending and cash, summarizes market developments, and reviews your finances each month.

Who It’s For:Budgeters following their cash flow, spending, and selected stocks.

What You Ask It

  • “Give me a weekday market brief”
  • “Review my spending for this month”
  • “Track my budget and cash flow”

What You Get Back

You get budget, cash-flow, and stock tracking, plus weekday market briefs and monthly spending reviews.

What It Won’t Do

Transfers, trades, and account changes require your approval.

  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 78 of 100 · #303 in Money & Finance

  • Its job is clear, but it could say more about what you get back.
  • It asks you first before it sends, posts, buys or deletes.

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.

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

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