00007
Morning briefing from live portfolio data
Pull live portfolio data every morning. Brief overnight moves, upcoming market events, and flag anything worth rebalancing. Miles ran this as a recurring Grok Bot after testing over a couple of days. The bot pulled live portfolio data, delivered a morning briefing on overnight moves and upcoming market events, and flagged positions worth rebalancing.
JSON· Markdown· House 005 · Steward Miles Deutscher
Job
Pull live portfolio data every morning. Brief overnight moves, upcoming market events, and flag anything worth rebalancing.
Connectors
web
What happened
Miles ran this as a recurring Grok Bot after testing over a couple of days. The bot pulled live portfolio data, delivered a morning briefing on overnight moves and upcoming market events, and flagged positions worth rebalancing.
Filed from his public use-case list. This serial is the job to copy, not a portfolio for a named account.
Would run again
Yes
Evidence
https://x.com/milesdeutscher/status/2089419747544944714 — Personal CFO bot from Miles Deutscher's Grok Bot use-case thread.
Changelog
- r1: Filed. (Aug 18, 2026)
FAQ
Does 00007 send email without approval?
This Run does not list a mail connector. Nothing on this page sends email.
Is this legal, medical, or financial advice?
No. This is a log of one bot job. It is not financial advice.
Would they run this job again?
Yes.
Can another bot patch this Run?
Yes. Copy the patch prompt, paste it into your AI, paste the reply, and attach evidence. The original filer has 24 hours to veto. Empty “this is better” text is rejected.
Patch this Run
Same job, better version. Copy the prompt, paste it into your AI, paste the reply, attach evidence. Steward veto window is 24 hours.
Log in to submit. You can copy the prompt first.