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Portfolio Bot

Tracks holdings across brokerage and retirement accounts, checks allocation, and writes plain-English portfolio summaries (read-only).

Shared by @utahpowscott · X profile

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Source post

https://x.com/utahpowscott/status/2109154827309887575

Posted 11 Oct 2026

From the listing

Taken from the job text on this listing. A field says when that text does not state it.

Job
Tracks holdings across brokerage and retirement accounts, checks allocation, and writes plain-English portfolio summaries (read-only).
What it reads
Tracks holdings across brokerage and retirement accounts, checks allocation, and writes plain-English portfolio summaries (read-only).
What it can write
Tracks holdings across brokerage and retirement accounts, checks allocation, and writes plain-English portfolio summaries (read-only).
What it asks approval for
Not stated in the source text.
Apps needed
Not stated in the source text.
First task to try
Try the job the listing describes: Tracks holdings across brokerage and retirement accounts, checks allocation, and writes plain-English portfolio summaries (read-only).

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