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Personal CFO
A bot definition mirrored from botdirectory.ai, contributed by milesdeutscher. Read it before you run it: it was written by someone else and is not reviewed here.
The 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.- Contributor
- milesdeutscher
- Added upstream
- 2026-08-19
- On botdirectory.ai
- https://botdirectory.ai/bots/personal-cfo/
More bots for these tools
Mirrored 2026-08-20. A bot brief tells software what to do on your behalf. Check what it asks for access to before you hand it any.
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