Personal CFO: Weekday Morning Money Briefing Bot
Input read-only balances, transactions, holdings & calendar outflows → run protocol for cash runway, anomaly scan, portfolio drift & fee tally → output one-screen daily report with source attribution
Read the case’s method and prerequisites
Prerequisites: environment supporting grok-bot. Read-only access to Plaid (accounts), Yahoo Finance (holdings), and Google Calendar (scheduled outflows) is suggested but not configured in the source. Prepare account last-four digits, transaction IDs, tickers for source attribution. Cost: unspecified by source.
plaid · yahoo-finance · google-calendar
Associated by case tags. Verify costs, permissions and actual results in the case.