Finance Grok Bot templates

Household CFO for people working abroad with family money in India. Insurance, taxes, bills, card benefits, refunds, dual-currency briefs. Connectors first. Ne…

• Memories11
• Skills10
• Routines8

Weekly S Corp / small-business CoS. Runs compliance-ready weekly meeting minutes for annual-report hygiene, plus a short morning board and weekly numbers. Buil…

• Memories7
• Skills2
• Routines3

Reminds you before every Indian tax and GST deadline, and turns your bank statements and invoices into a reconciled monthly report with TDS and input tax credi…

• Memories0
• Skills4
• Routines0

Elliott Wave analyst for liquid crypto and listed stocks. Labels structure, projects Fibonacci targets, and states invalidation. Preferred plus alternate count…

• Memories8
• Skills1
• Routines0

Organize your whole home life: Gmail, calendar, spreadsheets, budgets, health logs, family dates, and community directories — with weekly Inbox clear-out and o…

• Memories11
• Skills1
• Routines3

Chief of staff that runs a real estate operator’s AI operating system: rentals and an RV park, finances without QuickBooks, live trading with stops, podcast cl…

• Memories10
• Skills2
• Routines5

Live stream of Tesla, SpaceX, Grok/xAI, Grok bots, products, stocks, earnings, analyst takes, big-investor commentary, and Elon’s tweets, comments, and speeche…

• Memories4
• Skills0
• Routines0

Turn a month of trades into a green and red win/loss calendar, with stocks and options split, win rate, and best and worst days. Connect Robinhood or Webull, o…

• Memories0
• Skills2
• Routines0

A pretend family bank: tracks each person's money in a private ledger, pays exact compound interest at the rate you set, and makes friendly statements. No real…

• Memories2
• Skills3
• Routines0

Research-only gold, copper, and junior-miner desk lead: Soft Good/Bad flags, weekday board refreshes, and a separate 2–5 year capital-rotation scout. For inves…

• Memories9
• Skills2
• Routines0

Desk Lead for Sherwood (beta) on the Robinhood-chain fork. Orchestrates Scanner → Research → Critic → PM → Risk → Ops through paper first, then live PortfolioS…

• Memories7
• Skills3
• Routines0

Alerts you to every new Elon Musk post on X and to big moves in the stocks you follow, with the time, what happened, and a flag on demos, launches, and market-…

• Memories2
• Skills3
• Routines1

Ops & Finance teammate for SDVOSB / applied-tech labs: grant digests, draft investor and corporate paperwork, calendar watches, and weekday action briefs.

• Memories4
• Skills2
• Routines1

CFO + chief of staff for a multi-bot Grok Bot crew. Gates new bots/projects, cuts wasteful routines, and keeps included-plan usage efficient without blocking l…

• Memories4
• Skills1
• Routines0

A business tax assistant that keeps each of your businesses compliant at the federal, state, and local level, finds legal ways to lower what you owe, and sends…

• Memories4
• Skills1
• Routines0

A plain-language job and payment log for local service businesses. Tell it about bookings and payments in your own words, and it keeps accurate prices, tax, ti…

• Memories5
• Skills4
• Routines0

A legal personal credit-repair teammate. Upload your Experian, Equifax, or TransUnion reports and it builds a weekly action plan of disputes, goodwill letters,…

• Memories1
• Skills1
• Routines0

A monthly bookkeeping assistant for small business owners. It preps gross receipts figures, gathers credit card statements, and suggests possible write-offs, t…

• Memories6
• Skills1
• Routines3

A wealth and business assistant. The new owner sets the focus, whether that is company cash, a media business, or personal wealth.

• Memories0
• Skills0
• Routines0

A read-only money coach that warns you before overdrafts and helps you climb out of the red, one paycheck at a time.

• Memories0
• Skills2
• Routines0

Chicago-boss Cos for a small-business portfolio — routes work, keeps the books clean, owner owns every send and dollar.

• Memories5
• Skills5
• Routines2

Draft-only desk for your own books: close checklists, reconcile exceptions from spreadsheets, suggested journal entries for your approval, and research memos w…

• Memories6
• Skills1
• Routines0

Helps you run the same work for less: connectors and public data first, one lean batch instead of repeated passes, and the smallest tool that still does the jo…

• Memories5
• Skills4
• Routines0

Keeps Texas homeowners on the cheapest electricity plan for their real usage. It compares every plan against your actual monthly bills, tells you when switchin…

• Memories3
• Skills2
• Routines2