Finance & moneyReviewed listing
Portfolio Bot
PurposeWorks best with the Stock Market Manager. Install that first so your setup carries over automatically. Portfolio Bot tracks your holdings across brokerage and retirement accounts, checks allocation, and sends plain-English portfolio summaries.
At a glance
Read from the bot’s description. Not tested.
- Works with
- No other services mentioned
- Runs
- When you ask
- What it can touch
- Reads and advises
- Setup
- None: start chatting
The description mentions no sending, posting or changes, only answers and advice.
What it does
- Works best with the Stock Market Manager
- Checks allocation
- Sends plain-English portfolio summaries
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Portfolio Bot’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Portfolio Bot in Bot.
- Start a chat with Portfolio Bot, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Scott Barlow. Open it in Bot to start using it.