The All-in-One AI Plugin for Financial Advisors

Skills for financial advisors 17

• portfolio analysis and reporting assistantReviews holdings and benchmarks, then drafts an allocation plan; example: compare a client's 60/40 mix to the S&P 500 and report drift.
• financial training assistantExplains concepts and builds models; example: walk a new client through how bond duration and interest rate moves affect their portfolio.
• financial planning assistantCovers budgeting, retirement, taxes, debt, insurance, and estate planning; example: compare two Social Security claiming ages for a couple.
• investment portfolio analystEvaluates performance, risk, and attribution; example: show which holdings drove last quarter's return and trim the overlap.
• financial goal plannerTurns a named goal into a timeline and monthly savings target; example: a $40,000 down payment in three years.
• agency summarize meetingSummarizes transcripts into decisions and action items; example: pull the three follow-ups from a quarterly client review call.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 24

• Client Discovery and Goals3 prompts, like Draft Client Discovery Meeting Questions
• Retirement Planning Basics3 prompts, like Outline a Retirement Income Scenario
• Explaining Investments and Risk3 prompts, like Explain Asset Allocation to Clients
• Investment Strategy Drafting3 prompts, like Draft an Investment Policy Statement Outline
• Portfolio Reviews and Updates3 prompts, like Summarize Portfolio Performance for Clients
• Insurance and Risk Protection3 prompts, like Explain Term vs Whole Life Insurance
• Market Trends and Education3 prompts, like Summarize Market News for Clients

Apps you can build with AI 3

• Evidence-backed investment analysis and portfolio workspaceKeep holdings, risk, and decisions in one traceable record so every recommendation cites its evidence. Demo included.
• Assumption-driven market strategy decision workspaceLink each market assumption to its evidence and cut the back-and-forth of strategy revisions. Demo included.
• Assumption-driven personal goal planning and follow-through workspaceTurn a client's stated goal into a reviewed plan with tasks and reminders so fewer goals stall. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Client Fact-Finding Update Agent". Each one also has a guided set-up with sample data on its page.

• Client Fact-Finding Update AgentKeep client facts current so plans rest on the right data.
• Tax-Loss Harvesting Opportunity AgentFind valid tax-loss harvests with replacements that keep client exposure.
• Required Minimum Distribution Tracker AgentMake sure each client takes the correct required distribution before year end.
• Cash Flow and Spending Review AgentSpot meaningful spending drift early and prepare useful conversations.
• Client Life Event Response AgentTurn a life event into a reviewed set of plan changes and options quickly.
• Estate Plan Document Currency AgentGet outdated estate plans reviewed by an attorney before they cause problems.
• Client Review Meeting Prep AgentA complete prep pack and agenda for every client review
• Portfolio Drift and Rebalancing Proposal AgentApproved trade proposals that bring accounts back to target at low tax cost
• Retirement Plan Projection Update AgentAn up-to-date retirement projection with options if off track
• Insurance Coverage Gap Review AgentA coverage versus needs review with gaps listed
• New Client Onboarding File AgentA complete, consistent onboarding file and funded accounts
• Recommendation Documentation AgentA complete, compliant record for every recommendation

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Savvly MCP serverAsk your AI to run Savvly retirement payout projections, check eligibility, and compare products. Official. No install needed.
• Yahoo Finance MCP serverAsk your AI for stock prices, news, charts and company data from Yahoo Finance.
• Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you. Official. No install needed.
• SEC EDGAR MCP serverLook up US public companies and their official SEC filings and financial numbers from your AI chat. No install needed.
• Sugra API MCP serverLets your AI pull real-world data on markets, economies, companies, climate and more, with sources. Official. No install needed.
• EquiVault MCP serverLets your AI look up company financials, ratios, quotes, peers, and portfolio signals from EquiVault. Official.
• Bing Search MCP serverLets your AI search the web, news, and images through Microsoft Bing while you chat.
• Google Search MCP server (AceDataCloud)Lets your AI run Google searches for web, images, news, videos, places and maps, and hand you the results. No install needed.
• Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.
• SiftingIO market data MCP serverLets your AI look up live prices, company filings, and market calendars for stocks, crypto, forex and more. Official.
• Calculator MCP serverLets your AI do accurate math, statistics, unit conversions and finance calculations for you.
• Brave Search MCP serverLets your AI search the web, news, images, and places through Brave Search.

Your Grok Bot team 11

• Risk ManagerQuantifies portfolio risk, sets position limits, and designs hedging strategies.
• Trading Risk ManagerCalculates position sizes, R-multiples, and hedging strategies for retail traders using confirmed inputs.
• Risk Metrics CalculationCalculate portfolio risk metrics: VaR, CVaR, Sharpe, Sortino, drawdown.
• Quant AnalystBuilds and backtests quantitative trading strategies with transaction costs and risk analytics for portfolios and derivatives.
• Trend AnalystAnalyzes emerging trends and predicts industry shifts to inform strategic planning and competitive positioning.
• Research AnalystConducts comprehensive multi-source research and synthesizes findings into actionable reports with trend analysis.
• Client Health DashboardGenerates a prioritized client health report with RAG status and recommended actions.
• Startup Financial ModelingBuild 3-5 year financial models with revenue, cost, cash flow, and scenario planning for startups.
• Tax Document OrganizerSweeps your folders for tax documents and builds a CPA-ready package with a chase list.
• Financial Planning AssistantPersonal financial planning assistant for tax analysts covering budgets, investments, retirement, taxes, debt, insurance, education, estate, cash…
• Investment Portfolio AnalystAnalyzes investment portfolios, evaluates performance, risk, and diversification, and recommends rebalancing and strategy.