Grok Bots Directory
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Best Grok Bots for Trading and Finance

Not financial advice. This page is an editorial guide to software templates. It does not recommend any security, token, trade or strategy, and nothing here is investment, tax or legal advice. Several bots below can place real orders or move money. Read each note before you add one, start in paper mode, and never give a bot access you are not prepared to lose.

Finance is the topic where a Grok Bot template can do the most good and the most damage. Some of the eleven bots below only explain things, some watch a list and tell you what changed, and two can act on markets, each behind a confirmation gate. This page sorts them by how much they can do, so you can choose the lowest-risk one that does your job.

How we picked

We read each template's instructions, skills and routines in our directory, then kept bots that have a clear finance job, enough content to be useful and a visible stance on risk. We dropped near-duplicates and thin templates. Template summaries come from what is stored in the directory on 2026-10-31; we did not run any of these bots with real money, and a template can change after we read it.

Order on this page runs from lowest to highest risk. The last two can act on markets, and only after you approve or explicitly unlock them. We left out bots that place trades without asking you first.

Pick by situation

Money-moving behaviour at a glance

  • Can place orders only after your approval: Livermore (Robinhood, per order).
  • Paper by default, live on your explicit go: Poly.
  • Optional credentials that could touch a venue: Crypto Options bot (test RFQs only, per its skills), and the optional brokerage step in Stock Market Portfolio Manager.
  • Everything else is research, alerts or education.

If you want to connect a data source or set up a watchlist, follow Connect a Grok Bot to finance data instead of copying an order-placing bot first.

Side by side

Bot Job Places orders? Connections Schedule
Passive Income Investing Coach Learn the basics No None None
Trading Journal Trade journal and plan check No None None (on demand)
Premarket Desk · 盘前早报 US pre-market brief No X 4 routines
观潮 A, HK and US session research (Chinese) No None listed About 19 routines
Gavin Baker AI-cycle growth analyst No None listed 3 routines
Stock Market Portfolio Manager Company research debate Off by default (optional brokerage step) Notion 2 routines
Options Premium Desk Bot Options income research No, alerts only None listed 8 weekday routines
Crypto Options bot Crypto options chains No (optional RFQ test with your keys) None; public venue APIs On request
Whale Desk by postedgo On-chain wallet radar No None; free public data 4 routines
Livermore Trade plans and sizing Yes, with your yes per order (Robinhood) None listed None
Poly Prediction-market desk Paper first; live only on your go None listed 3 routines

Connections show plugins listed on the template page. "None listed" means the template relies on the bot's built-in web access, so check data freshness yourself.

More on the directory

Browse the finance and crypto label hubs for every template tagged that way, including ones we did not screen.

11 picksUpdated Picked by an editor

This is a curated shortlist, not a how-to. For routines, see playbooks.

The picks

  1. 01

    Why it is on the list

    Does not trade or log in anywhere. A teaching bot for beginners with small tools: a jargon explainer, a starter-plan builder, a compound-growth calculator, a fund comparison, a scam check and a market-drop coach. Suits someone who wants to learn the vocabulary before touching a data feed or a broker. Caveats: it describes itself as an educator, not a licensed advisor, and it will not give you live data or alerts.

  2. 02
    Trading Journal

    An evidence-based trading journal and plan coach for people who already trade. Log ideas, fills and exits by chat, voice, CSV or screenshot, challenge trade pl…

    • Memories2
    • Skills6
    • Routines0

    Why it is on the list

    Does not trade. This is a journal and plan challenger for people who already trade: you log ideas, fills and exits by chat, voice, CSV or screenshot, and it checks a new plan against your own rules and past results. It suits anyone who wants a record before they automate anything. Caveats: it installs a helper script on the bot's computer (the template says it verifies a checksum), has no scheduled routines, and is only as good as what you log.

  3. 03

    Why it is on the list

    Does not trade, connect to a broker or post. You paste a US ticker list and it sends a short pre-market brief each trading day, an evening readout when a watched name reports, and a weekly wrap. Needs the X plugin for its social-chatter section. A good first bot for the watchlist-and-alerts habit. Caveats: the template says it gives no buy or sell calls, so it will not rank ideas for you, and it is built around US names and the AI and semiconductor tape.

  4. 04
    观潮

    跨市场投资研究助手:按时段盯 A股/港股/美股与宏观,对照持仓自选,并记录高机会标的。默认短档简报、全文按需;硬节点与币圈嵌时段;面向用户说人话。非投资建议。

    • Memories19
    • Skills2
    • Routines19

    Why it is on the list

    Does not trade; it describes itself as research, not investment advice. It is a Chinese-language cross-market workbench with routines for the A-share, Hong Kong and US sessions, a holdings and watchlist file, and a scan that looks for what would prove a thesis wrong. Suits a reader who follows all three markets and wants that in Chinese. Caveats: about 19 routines, so most people will want to pause many of them, and no plugins are listed, so freshness depends on its web access.

  5. 05

    Why it is on the list

    Does not trade. An analyst persona focused on the AI capex cycle: company deep dives, expected-return maths at today's price, a weekday brief against your holdings, a decision journal that revisits your calls after 30, 90 and 365 days, and an X feed watcher that alerts only when a post matters. Suits a growth investor who wants a thesis-and-journal workflow. Caveats: this is a third-party persona template, not affiliated with or endorsed by Gavin Baker, and the X feed routine runs every two hours in the daytime.

  6. 06

    Why it is on the list

    Research only by default; the template mentions an optional brokerage step in onboarding, so check what you enable. A named portfolio manager runs six analyst roles that debate one company at a time, then a weekday check on your holdings and an optional market digest. It uses the Notion plugin to keep research notes. Suits an investor who wants a structured, challengeable company write-up. Caveats: a full run is long and uses a lot of usage, the digest ships paused until you pick a source, and a debate is still model output, not audited analysis.

  7. 07

    Why it is on the list

    Alerts only, but options carry real risk. Weekday routines cover a pre-market report, a put-credit-spread scan on mega-cap names, SPY technicals and short-strike alerts; the template frames it as research and alerts where you place any order yourself. Suits an options seller who wants a structured morning routine. Caveats: put credit spreads can lose more than the premium collected, there is no connector, and the eight routines run on several weekday schedules, so check usage.

  8. 08
    Crypto Options bot

    Crypto Options bot

    by

    Reads public options data from Deribit, Derive and Paradex (chains, IV, greeks, skew, open interest, block and RFQ trades) and explains it in plain words. Opti…

    • Memories2
    • Skills9
    • Routines0

    Why it is on the list

    Optional venue keys: read the setup carefully. Reads public options data from Deribit, Derive and Paradex (chains, implied volatility, greeks, skew, open interest) and normalises them for side-by-side comparison. Its skills say it never trades. If you opt in to RFQ testing it can send a test request for quotes and cancel it, which needs your own venue credentials. Suits a crypto options trader who wants readable chains. Caveats: skip the RFQ step unless you understand it, and it has no scheduled routine until you ask for one.

  9. 09
    Whale Desk by postedgo

    Whale Desk by postedgo

    by postedgo

    An on-chain research desk and self-finding whale radar for Hyperliquid, Solana and Robinhood Chain stock tokens. X-ray any wallet's real PnL, check a token lau…

    • Memories0
    • Skills10
    • Routines4

    Why it is on the list

    Does not trade. An on-chain radar for Hyperliquid, Solana and Robinhood Chain stock tokens: check a wallet's real PnL, test a new token for bundling and sniping, map who funded a wallet, and get alerts when watched wallets move. It runs on free public data. Suits crypto researchers who want to vet a wallet or launch before reading the hype. Caveats: this is memecoin and perp territory where most signals are noisy, copying a whale is not a strategy, and a scan every 30 minutes means steady usage.

  10. 10
    Livermore

    Livermore plans trades in any style: day, swing, breakout, options, crypto, or long-term investing. Pick a style and set your own rules, and it scans, builds t…

    • Memories0
    • Skills11
    • Routines0

    Why it is on the list

    Money-moving: can place orders through your Robinhood, one at a time, after your yes. Builds a trade plan and position size in the style you choose (day, swing, options, crypto, long-term), then runs a preview-then-confirm flow if you connect Robinhood. Suits a self-directed trader who wants sizing discipline. Caveats: the connection step is a skill we could not test, price data falls back to web research when Robinhood is not connected, and options and crypto sizing are only as safe as the rules you set. Keep the confirmation step on.

  11. 11
    Poly

    Poly

    by David

    Paper-first Polymarket desk for Bitcoin and major-coin 5-minute Up/Down momentum, plus high-confidence prediction cards. Speaks in plain language; never goes l…

    • Memories6
    • Skills4
    • Routines3

    Why it is on the list

    Money-moving: paper first, live only on your go. Poly watches Polymarket prediction markets: five-minute Up/Down momentum on Bitcoin and a few other coins, plus a slower watchlist of high-certainty cards. A shared "desk gates" skill is meant to keep it in paper mode until you explicitly unlock live trading. Best for someone who wants to see how a rules-based desk behaves before any money is involved. Caveats: the entry-watch routines fire every few minutes around the clock, so expect heavy usage, and we have not verified how the live unlock works.

Side by side

BotLabelsIntegrationsRoutinesAuthorUpdated
Passive Income Investing CoachFinance, Education, Coaching——Jorge Santana Mojica14 Oct 2026
Trading JournalFinance, Crypto, Coaching——Hoem Crypto26 Sept 2026
Premarket Desk · 盘前早报Finance, News-Briefing, Research-DigestX
4 routines
  • Premarket brief
  • Earnings readout (evening)
  • Earnings week preview
  • Weekly wrap
Alan Chen26 Sept 2026
观潮Finance, Crypto, Research-Digest—
19 routines
  • A/港盘前
  • A/港开盘
  • A股上午盘中
  • A股上午收盘
  • A/港下午开盘
  • A股下午盘中
  • A股收盘
  • 港股收盘
  • 美股盘前
  • 美股开盘
  • 美股盘中
  • 美股收盘
  • 美股盘后汇总
  • 事件与证伪扫描
  • 异动与证伪快检
  • 宏观周历
  • 研究员周报
  • 研究员月报
  • 机会深研队列
wifibaby4u24 Sept 2026
Gavin BakerFinance, News-Briefing, Research-Digest, Analytics—
3 routines
  • Morning brief + AI cycle
  • Weekly Baker digest + 13G
  • Baker X feed
Yarik Codila10 Oct 2026
Stock Market Portfolio ManagerFinance, Research-Digest, News-BriefingNotion
2 routines
  • Daily monitoring
  • Daily market digest
Gilson27 Sept 2026
Options Premium Desk BotFinance, Analytics, News-Briefing—
8 routines
  • Weekday Premarket Report
  • Weekday Mega-Cap PCS Scan
  • Weekday Morning TA
  • Weekday SPY open
  • Weekday 45-60 live watch
  • Weekday short-strike alerts
  • Weekday 45-60 DTE Check
  • Friday non-Mag day-sleeve spread check
JC6 Sept 2026
Crypto Options botFinance, Research-Digest——saushank12 Oct 2026
Whale Desk by postedgoFinance, Crypto, News-Briefing—
4 routines
  • whale-scan
  • morning-brief
  • whale-discovery
  • monday-digest
postedgo24 Oct 2026
LivermoreFinance, Crypto, Coaching——Screaming Chicken2 Oct 2026
PolyFinance, Crypto—
3 routines
  • BTC 5m entry watch
  • Alt 5m entry watch
  • Polymarket confidence pulse
David7 Sept 2026