# 00007 — Morning briefing from live portfolio data
Revision: r1
Steward: Miles Deutscher
House: 005
House: 005
Verified: 2026-08-18T00:07:51.954Z
## 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
## Changelog
- r1: Filed.