AI Agent Use Cases

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Prompt to Prepare a Shopping Cart from a Recipe Photo

The author reports that Grok Bot receives a recipe photo, organizes the ingredients and quantities, and creates a shopping list by excluding ingredients already available at home.

Grok Bot
Life & Hobbies

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Life & Hobbies

Comparing Brokerage Account Records with Personal Ledger

The author asked Grok Bot to check whether the ledger kept in Google Finance matched the records in their Chase and E*Trade brokerage accounts. This included shares purchased through the company stock purchase program and restricted stock units.

How it works

  1. The author had Grok Bot compare the Google Finance ledger with the Chase and E*Trade brokerage account records.
  2. They also included Apple employee stock purchase program shares and restricted stock units in the comparison.

Results

The author reports that although they could have done the comparison themselves, having Grok Bot handle it allowed them to continue with their other work.

Notes

The post does not mention whether any discrepancies were found or how many items were checked.

Source

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Example prompt · Grok Bot

Please compare my personal investment ledger with the actual brokerage account records.

Input: Personal ledger [Google Finance or spreadsheet file], brokerage account records [transaction and holdings files from each brokerage], company stock program data [employee stock purchase and restricted stock unit records], reference date [date]. Do not request account login information; only use files I have downloaded and provided.

For each security, organize holdings, purchase dates, and purchase prices by account and compare them line by line with the ledger. Clearly separate employee stock purchase and restricted stock units from regular purchases, and do not mix unvested shares with vested ones. For any differences in quantity, amount, or date, note the discrepancy and possible reasons, but do not directly modify the ledger.

Deliverables: Number of matching items, table of discrepancies (account, security, ledger value, account value, difference), list of questions requiring clarification. First, test with a copy where you intentionally change one quantity to ensure discrepancies are detected properly.