trading-portfolio-dash
People search “trading portfolio dashboard”, “see all my trades in one place”, “Grok Bot trading overview”, “crypto and stocks P&L dashboard”, “broker positions on one page.” This skill builds a local live dashboard of an account you already have.
trading-portfolio-dash is level 9 in the Classroom. You name the platform. You sign in yourself on Grok Bot’s computer. It builds one dark page: equity, cash, open P&L, day P&L, accounts, recent trades, open positions, winners, losers, and 5 research matches that fit what you already hold. One Allow button refreshes the page. It does not place a trade. It does not want a password, API key, or seed in the chat. It is not an official broker product. It will not invent a balance.
If your problem is “I have three tabs and I still do not know what I hold,” this is the overview. If you wanted a bot that trades for you, that is not this.
What it does
- Reads what is on the platform after you sign in
- Writes a local dashboard you can keep open
- Checks it 3 times on weekdays if you set that
- Allow = refresh or rebuild, never buy or sell
- 5 matches are research with a source, not orders
Businesses and desks this helps
- Solo traders who want one page, not five apps
- Small funds or friends-and-family books that need a clean snapshot
- Ecom or agency owners who also run a personal brokerage and keep mixing the two in their head
- Crypto + stocks people who want both on one layout
- Anyone googling “how do I see my whole portfolio”
How to start
This one unlocks at level 9. Classroom → trading-portfolio-dash → Copy-paste skill prompt (full SKILL.md) → paste into Grok Bot. Platform first. You log in yourself.
Posted in Skills (Ready To integrate).
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trading-portfolio-dash
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