This guide shows you how to connect Grok to Portfolio Lab so it can trade your investment strategies. You add Portfolio Lab as a custom connector in Grok, which takes about two minutes and needs no code.
You need three things:
Grok can now read your target weights, but it still needs to know what to do with them. Open the prompt builder in Portfolio Lab to generate a ready-to-use prompt, paste it into Grok, and Grok can start trading your investment strategies.
Custom connectors are available on paid Grok accounts. They are not available on the free tier.
You enable Portfolio Lab from the tools menu in the chat composer. If Grok is not using it, check that it is toggled on for your current chat.
Portfolio Lab's feed is read-only and only provides your target weights. It never places trades. Whether and how your agent places trades depends on the trading tools you connect and your agent's own permission settings, which you control.
Yes. Grok connectors work on Grok for web, iOS, and Android. Once you add Portfolio Lab it follows your account across all of them.
Yes. Portfolio Lab only shares a read-only list of your target weights. It never sees your brokerage account, never sees your balances, and never moves your money or places trades. The only thing that can act on your account is the separate trading tool you set up, which stays under your control.
The feed is read-only. Portfolio Lab sends target weights and nothing else. It cannot see your account, move money, or place trades. Your agent and the trading tools you connect handle execution, and you control their permissions.
Grok is a trademark of xAI. Portfolio Lab is not affiliated with, endorsed by, or sponsored by xAI.
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Educational & Research Disclosure: The content provided is for informational and educational purposes only and is not intended to constitute investment advice, a recommendation, solicitation, or offer to buy or sell any security. Any discussion of market trends, historical performance, academic research, models, examples, or illustrations is presented solely to explain general financial concepts and does not represent a prediction, guarantee, or assurance of future results. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
