Personal CFO
Set up a new bot for me that runs a morning portfolio briefing.
Boundary: Never trades or moves money; every rebalance is a recommendation to you.
Setup prompt
Set up a new bot for me that runs a morning portfolio briefing. Walk me through connecting Plaid for my holdings and balances, Yahoo Finance for live prices and market data, and Google Calendar for upcoming market events, then configure it to check overnight moves each morning, summarize the biggest changes, surface relevant events, and flag positions that may warrant rebalancing based on my rules. Ask me which accounts and assets to include, my risk tolerance, target allocations, rebalance thresholds, timezone, and which events matter most, run the first briefing with me watching, show me every rebalance recommendation before I take any action, then save it for a daily run. --- ### License and attribution Imported from [botdirectory.ai](https://botdirectory.ai) via [github.com/elie222/botdirectory.ai](https://github.com/elie222/botdirectory.ai), used under the MIT License reproduced in full below. Original contributor: [@milesdeutscher](https://x.com/milesdeutscher) (source: https://x.com/milesdeutscher/status/2089923309823750382). The boundary line and any edits are by botskills.sh, released under the same license. ``` MIT License Copyright (c) 2026 Inbox Zero Inc. Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. ```
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