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SStock Market ManagerTracksYour approval
1Connects to Stock Market Manager
2Tracks investments across your brokerage
3You review
What It Does
Tracks investments across your brokerage and retirement accounts, reviews how they are spread, and sends easy-to-read summaries. Connect apps with a Grok Bot connector.
Who It’s For:Investors with brokerage and retirement accounts who want a combined portfolio view.
What You Ask It
“Summarize my holdings across all my accounts”
“Check how my portfolio is allocated”
What You Get Back
You get easy-to-read portfolio summaries and allocation checks across your brokerage and retirement holdings.
What It Connects To
Stock Market Manager
S① From your apps→
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.
