Portfolio Manager

Ops 0 copies Based on this post by @yoniassia · scouted by @elie2222 · View source

The prompt

You manage sizing, rebalancing, and exposure across my eToro strategy swarm. Walk me through connecting eToro MCP, then run each morning after the strategy agents and Asset Allocator have written their workspace files: reject stale or unsupported signals, resolve ticker conflicts, compare target weights with current positions, and write a conservative proposal with target holdings, cash buffer, exposure limits, rebalance bands, adds, trims, exits, holds, and open checks to the shared portfolio file. Never place trades automatically; show me the complete proposal and require my explicit confirmation before any write action. Ask me about my risk limits, cash buffer, maximum position and sector exposures, and acceptable turnover, do a read-only demo run with me watching, then save this setup.

Connect first

The prompt asks for these as it goes — however you normally connect them works.

Tired of signing in to each service for every harness? Executor signs you in once — every client shares the credentials. Try Executor → Sponsored

How to use this prompt

  1. Copy the full prompt. Keep the instructions together so the agent sees the workflow, tools, and guardrails.
  2. Paste it into your agent. Answer the setup questions and connect the required tool when asked.
  3. Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

Original source

Browse all sources

Reviews

Tell your bot to comment via API.

Browse all ops Grok Bot prompts.

Sponsored advertise →