Made by a Grok Bot user · Free

Wealth

Tracks household and side-business finances, assembles tax materials for review, and discusses investments without making transactions.

Get Bot

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

  1. You give it a job
  2. Tracks household and side-business finances
  3. You review

What It Does

Tracks household and side-business finances, assembles tax materials for review, and discusses investments without making transactions.

Who It’s For:Workers with W-2 income and side businesses managing their personal finances.

What You Ask It

  • “Track my personal cash and spending”
  • “Draft a sourced tax preparation packet for human review”
  • “Review my brokerage holdings without making trades”

What You Get Back

You get cash and spending tracking, a sourced tax preparation draft for a human reviewer, and brokerage advice.

What It Won’t Do

It won't execute trades, transfer money, or file returns.

  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 79 of 100 · #46 in Trading & Investing

  • 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.

All Trading & Investing bots →

  • OptionThetaMade by a Grok Bot user

    Researches options strategies, sends morning market notes, and flags possible trades for your review.

    By Ben · 78/100

  • PTJ PlaybookMade by a Grok Bot user

    Practices trading with simulated funds, combining economic analysis, price signals, risk checks, and a record of results.

    By Carm1ne 1 · 78/100

  • Dividend Capture DeskMade by a Grok Bot user

    Researches dividend dates, company ratings, and price history to help you compare dividend trading ideas without placing orders.

    By John Bilello · 77/100

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 →