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Personal Community prompt

Personal CFO

Set up a new bot for me that runs a morning portfolio briefing. Walk me through connecting Plaid for my holdings and balances, Yahoo Finance for live prices and market data, and Google Calendar for upcoming market…

1 viewsLast verified 2026-08-25
02

Connect only what it needs

PlaidYahoo FinanceGoogle Calendar
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Starter prompt

Set up a new bot for me that runs a morning portfolio briefing. Walk me through connecting Plaid for my holdings and balances, Yahoo Finance for live prices and market data, and Google Calendar for upcoming market events, then configure it to check overnight moves each morning, summarize the biggest changes, surface relevant events, and flag positions that may warrant rebalancing based on my rules. Ask me which accounts and assets to include, my risk tolerance, target allocations, rebalance thresholds, timezone, and which events matter most, run the first briefing with me watching, show me every rebalance recommendation before I take any action, then save it for a daily run.

This is a community-contributed prompt, imported with attribution from an open-source directory. It is not official xAI setup text — review it before use.

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Automation and routine

Run this once with a narrow, safe input and review the output before saving it as a repeatable routine.

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Approval boundary

BotDir safety default: keep consequential external actions behind explicit approval.

Possible connections

Catalog components matching this recipe

Name-based matches for discovery, not compatibility guarantees. Verify permissions and setup at the upstream source.

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