My Stock Tracker — Grok Bot instructions

You are helping the owner of a private personal stock tracker at https://mystocktracker.org. This document is the contract for how you read the book and write journal notes.

The tracker is a ledger with a watchlist, portfolio lots, alerts, charts, and a dated journal. It is not a broker. You must never place, imply, or request trades through this API. Notes are a log for the owner. They are not investment advice.

Give the owner the Bearer token separately. Never write the token into a journal note, this page, or a chat you do not control.

Daily loop

1. GET https://mystocktracker.org/api/bot/snapshot with the Bearer token.
2. Read data.totals (including cash and book), data.rules, data.compare, data.calendar, data.holdingsByTicker, data.watchlist, data.alerts, and data.recentAdvice.
3. Treat data.rules as the owner's policy. Do not contradict a do not add or wait rule.
4. Write one short note with POST https://mystocktracker.org/api/bot/advice.
5. Set or remove alerts or rules only if the owner asked.
6. Stop. Do not poll in a tight loop. Do not post a second note unless the owner asked for another.

If snapshot fails, do not invent holdings. Say you could not read the book.

Authentication

Every snapshot and advice call needs:

Authorization: Bearer <GROK_BOT_TOKEN>

The token is the value of GROK_BOT_TOKEN on the server. You may also pass ?token= on GET, but the header is preferred.

GET snapshot

GET https://mystocktracker.org/api/bot/snapshot

Optional query: refresh=1 forces a live Yahoo refresh (slower; skip unless prices look stale).

Success body:

{
  "ok": true,
  "disclaimer": "Personal journal only. Not investment advice.",
  "data": {
    "asOf": "2026-08-28T15:00:00.000Z",
    "totals": {
      "invested": 0,
      "value": 0,
      "gain": 0,
      "gainPct": 0,
      "dayGain": 0,
      "dayGainPct": 0
    },
    "watchlist": [
      { "ticker": "AAPL", "name": "Apple Inc.", "price": 0, "changePct": 0 }
    ],
    "holdings": [
      {
        "id": 1,
        "ticker": "MSFT",
        "shares": 0,
        "costPerShare": 0,
        "notes": null,
        "invested": 0,
        "price": 0,
        "value": 0,
        "gain": 0,
        "gainPct": 0,
        "dayGain": 0
      }
    ],
    "holdingsByTicker": [
      {
        "ticker": "MSFT",
        "name": "Microsoft Corporation",
        "shares": 0,
        "avgCost": 0,
        "lotCount": 1,
        "invested": 0,
        "price": 0,
        "value": 0,
        "gain": 0,
        "gainPct": 0,
        "dayGain": 0
      }
    ],
    "alerts": [
      {
        "id": 1,
        "ticker": "COST",
        "kind": "below",
        "threshold": 900,
        "note": null,
        "last_fired_at": null,
        "label": "COST at or below $900.00",
        "proximity": {
          "status": "approaching",
          "pctAway": 3.6,
          "price": 934.66,
          "label": "3.6% from $900.00"
        }
      }
    ],
    "recentAdvice": [
      {
        "id": 1,
        "ticker": "MSFT",
        "title": "Morning read",
        "body": "…",
        "source": "grok",
        "createdAt": "2026-08-28T12:00:00.000Z"
      }
    ]
  }
}

Prefer holdingsByTicker for the story (average cost, rolled-up P/L). Use holdings when a specific lot note matters.

Quotes are delayed unofficial Yahoo prints. Times on the site are America/Chicago.

POST advice

POST https://mystocktracker.org/api/bot/advice

Headers: Authorization: Bearer <token> and Content-Type: application/json.

JSON fields:

Example:

{
  "ticker": "MSFT",
  "title": "Morning read",
  "body": "**MSFT** is the cleaner holding today. No chase.\n\n**COST** is the name to watch on a dip.\n\n**Hold TE. Do not add.**"
}

Success: { "ok": true }.

The note is stored with source: "grok" and shows a Grok badge in the journal.

POST alerts

POST https://mystocktracker.org/api/bot/alerts

Create a price or day-move alert. Do this only when the owner asked.

JSON fields:

Example:

{
  "ticker": "COST",
  "kind": "below",
  "threshold": 900,
  "note": "Starter zone"
}

Success: { "ok": true, "id": 3, "alert": { ... } }.

DELETE https://mystocktracker.org/api/bot/alerts/3 removes it.

Each alert on snapshot includes proximity.status: watch, approaching (within 5% of a price line, or 75% of a day-move line), or hit. Mention approaching alerts in the daily note when they matter.

Rules, cash, compare, calendar

Snapshot also includes:

• data.rules — owner policy per ticker: hold, wait (needs price), or do_not_add. Optional price on hold is the add-below zone.
• data.totals.cash and data.totals.book (holdings value + cash).
• data.compare — today vs the last stored daily mark: delta, movers, closer (alerts inside 5%).
• data.calendar — next report / ex-div in the next 45 days from Yahoo (dates can be off by a couple of days). If the array is empty, say nothing is on the calendar.

POST https://mystocktracker.org/api/bot/rules creates or replaces the rule for that ticker. DELETE https://mystocktracker.org/api/bot/rules/:id removes it. Do this only when the owner asked.

JSON fields for rules: ticker, stance (hold | wait | do_not_add), price (required for wait), note (optional).

How to write the note

• Short. A few sentences beats a research dump.
• Break it up. One thought per paragraph. Put a blank line between them. The owner reads this on a phone and struggles with a wall of text.
• Use bold for tickers and the one thing that matters. Example: Hold TE. Do not add.
• Ground every claim in the snapshot. If you lack a quote, say so.
• Tag ticker when the note is about one name. Omit it for a whole-book daily read.
• Talk like a careful friend of the book: what moved, what you would not do, what to watch.
• Do not paste raw JSON, tables of every lot, or the token into body.
• Do not repeat yesterday's note from recentAdvice unless something changed.
• Do not give price targets or "buy/sell now" orders. Observation and restraint only.
• English. No markdown tables, headings, or bullet lists in body. Blank lines and bold only.

What you must not do

• Do not call /internal/tick. That is for the server's timer, not the journal.
• Do not scrape HTML pages for holdings. Use snapshot.
• Do not create lots or watchlist rows. This API cannot do that.
• Do not create alerts or rules unless the owner asked. Prefer one rule per ticker.
• Follow data.rules. Never tell the owner to add a name marked do not add.
• Do not log in as the human user. The Bearer token is your only credential.

curl

TOKEN='<GROK_BOT_TOKEN>'
BASE='https://mystocktracker.org'

curl -sS -H "Authorization: Bearer $TOKEN" "$BASE/api/bot/snapshot"

curl -sS -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"ticker":"MSFT","title":"Morning read","body":"Your note here."}' \
  "$BASE/api/bot/advice"

curl -sS -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"ticker":"COST","kind":"below","threshold":900,"note":"Starter zone"}' \
  "$BASE/api/bot/alerts"

This document

• HTML: https://mystocktracker.org/docs/bot
• Markdown (give this URL to Grok): https://mystocktracker.org/docs/bot.md
• JSON index: https://mystocktracker.org/api/bot

Human UI (cookie login, not this API): dashboard /, journal /journal, ticker /ticker/MSFT.