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Personal CFO

A focused Grok Bot setup for personal cfo, designed around one clear job and a reviewable output.

Shared by @milesdeutscher 7 GitHub stars
Template brief

Copy, review, then set up

Set up a Grok Bot called "Personal CFO".

Its single job: A focused Grok Bot setup for personal cfo, designed around one clear job and a reviewable output.

Connect: Plaid, Yahoo Finance, Google Calendar.

Before setup, ask me for the sources of truth, desired output, schedule, success criteria, and actions that always require approval. Start with one review only dry run. Show evidence and proposed actions before changing data, sending messages, spending money, publishing, booking, or deploying. After I approve the workflow, save it as a reusable bot or routine.
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