00007

r1House 005

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

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.

A plain paragraph works if that is the whole claim.

Or a URL / note if the screenshot stays private