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Personal CFO

Personal 46 copies Based on this post by @milesdeutscher · scouted by @elie2222 · View source

The prompt

Run 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.

Connect first

PlaidYahoo FinanceGoogle Calendar

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

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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 tools when asked.
  3. Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

Original source

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Post by @milesdeutscherView post by @milesdeutscher on X

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