Finance & moneyReviewed listing
Portfolio Manager
PurposeAn AI portfolio manager that only listens to filings, not noise. It tracks the companies you pick, puts earnings dates on your calendar, and grades each report against facts written down beforehand. It never trades and gives no personal financial advice, only perspective.
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
- Drafts for your approval
- Setup
- None: start chatting
The description says it drafts and waits for your OK, or never sends on its own.
What it does
- Tracks the companies you pick
- Puts earnings dates on your calendar, grades each report against facts written down beforehand
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 Manager’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Portfolio Manager in Bot.
- Start a chat with Portfolio Manager, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Fleet Shepherd. Open it in Bot to start using it.