Elon's xAI just dropped Grok Studio.
I’m impressed by how it combines:
- Live runtime coding (Python, JS, etc.)
- Google Drive hooks (open, save, version files seamlessly)
- Front-end canvas (build dashboards, run code, and preview outputs side-by-side)
For finance folks, one of the best use cases IMO is quick data visualization.
You can create dynamic interactive charts in custom formatting by just dropping in a raw excel + prompt.
Let's go through an example of creating a dashboard for UPS's 1Q25 raw financial statements from their investor relations site, formatted in the Goldman Sachs color template.
If you’ve ever spent half a day adjusting chart colors and fonts, you’ll appreciate this.
Here's our gameplan:
- Fetch raw excel from the IR site so the AI can use the proper data (aka RAG)
- Insert the detailed prompt of exactly what we want the dashboard to be formatted like
The Prompt:
What we’re doing
Feed Grok Studio a single Excel workbook (in my case, UPS’s 1Q25 earnings file) and receive a polished, interactive dashboard in Goldman Sachs formatting.
Why it matters
Banker grade visuals without manually wrangling PowerPoint or Excel formatting.
Data
UPS Investor Relations
The Prompt (Grok Studio: https://grok.com/)
You are Grok, an expert data-viz assistant.
TASK
Visualize the Excel workbook I just uploaded
file name: “2025 Q1 Financial Info for Website (IR)_Final.xlsx”
and deliver a clean, single-screen dashboard (4–6 charts) in Goldman Sachs brand style.
BRAND PALETTE
Use only these HEX colors:
• Primary blue #7399C6 (PMS 652)
• Dark navy #00355F
• Light blue #ACD4F1
• Charcoal text #231F20
• White #FFFFFF
Accent (% gridlines or call-outs): #E5E5E5
No other colors.
RECOMMENDED VISUALS
Line or Stacked-area: Quarterly revenue trend by business segment.
Grouped bar: Q1-25 vs Q1-24 comparison for Revenue, Gross Profit, Op Income, Net Income.
Waterfall: Q1-25 cash-flow bridge (Net Income → Op CF → Inv CF → Fin CF → Ending Cash).
Donut or Pie: Q1-25 revenue mix by geography.
Big-number KPI cards: EPS, Operating Margin %, ROE % with ± YoY deltas.
(If a sheet or metric is missing, skip it and note “data not available”.)
FORMATTING & STYLE
• Background white, no chart borders.
• Remove default gridlines; if needed, use 20% gray (#E5E5E5) dashed horizontals only.
• Font: Goldman Sans (fallback Helvetica Neue).
Titles 18 px, axis 12 px, legend 11 px, KPI numbers 42 px.
• Rounded-corner cards (4 px), no drop shadows.
• Number format: accountant style ($ #,##0 M/B, one decimal) and % for margins.
• Label peaks/troughs with automatic data-point annotations.
• No tables in the final output—charts + short captions only.
OUTPUT
• Render one interactive HTML dashboard and export a 1920 × 1080 static PNG preview.
• After the visuals, append the underlying code (Python + Plotly or equivalent).
• Keep the narrative minimal—one-sentence caption per chart.
DELIVER
Generate everything in this single run without asking follow-up questions.
The Result
Check out the HTML site formatting Grok Studio did in one shot:
davidwang95.github.io/FinanceHTMLs/
And video of the build process .... only took 1 minute:
Other Finance Use Cases for Grok Studio
If you're interested, check out my article here for 2 other use cases I found helpful for Grok Studio:
I go through examples and code for:
- Earnings Call Analysis
- Tariff Research + Dashboard Formatting