Block 1 - HTML
- Type / Role
- n8n-nodes-base.html - html
- Config choices
- Version 1.2
Automated US stock portfolio analysis with Telegram, Perplexity AI & PDF reports
Workflow preview
100%
$20/month : Unlimited workflows
2500 executions/month
THE #1 IN WEB SCRAPING
Scrape any website without limits
HOSTINGER 
Early Deal
DISCOUNT 20% Try free
Early DealDISCOUNT 20%
Self-hosted n8n
Unlimited workflows - from $4.99/mo
#1 hub for scraping, AI & automation
6000+ actors - $5 credits/mo
Important notice
This workflow is provided as-is. Please review and test before using in production.
1. Workflow Overview
System Architecture Two integrated N8N workflows providing automated US stock portfolio management through Telegram: FLOW 1: Conversational Portfolio Manager Telegram bot for interactive portfolio ...
Best for
- Crypto Trading automation workflows
- AI Chatbot automation workflows
- advanced n8n builders looking for reusable templates
Tools used
n8n-nodes-base.html, @n8n/n8n-nodes-langchain.outputparserautofixing, @n8n/n8n-nodes-langchain.lmchatopenai, n8n-nodes-base.scheduletrigger, n8n-nodes-base.splitinbatches, n8n-nodes-base.perplexity, @n8n/n8n-nodes-langchain.agent, n8n-nodes-base.code
Source and attribution
This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Solido AI.
Original n8n.io source1.1 Workflow description
- Title
- Automated US stock portfolio analysis with Telegram, Perplexity AI & PDF reports
- Workflow name
- Automated US stock portfolio analysis with Telegram, Perplexity AI & PDF reports
System Architecture Two integrated N8N workflows providing automated US stock portfolio management through Telegram:
FLOW 1: Conversational Portfolio Manager
- Telegram bot for interactive portfolio management
- PDF upload & analysis via LlamaIndex Cloud API
- Natural language portfolio updates via GPT-4.1-mini
- Real-time user registration and data management
FLOW 2: Automated Weekly Reports
- Schedule-triggered weekly analysis (every 7 days)
- Perplexity AI sonar-deep-research for market analysis
- Professional PDF report generation via PDFco
- Automatic Telegram delivery to all registered users
1.2 Logical Blocks
This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.
2. Block-by-Block Analysis
Block 2 - Auto-fixing Output Parser
- Type / Role
- @n8n/n8n-nodes-langchain.outputParserAutofixing - outputParserAutofixing
- Config choices
- Version 1
Block 3 - OpenAI Chat Model1
- Type / Role
- @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
- Config choices
- Version 1.2
Block 4 - OpenAI Chat Model
- Type / Role
- @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
- Config choices
- Version 1.2
Block 5 - Schedule Trigger
- Type / Role
- n8n-nodes-base.scheduleTrigger - scheduleTrigger
- Config choices
- Version 1.2
Block 6 - Loop Over Items
- Type / Role
- n8n-nodes-base.splitInBatches - splitInBatches
- Config choices
- Version 3
Block 7 - Message a model
- Type / Role
- n8n-nodes-base.perplexity - perplexity
- Config choices
- Version 1
Block 8 - OpenAI Chat Model2
- Type / Role
- @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
- Config choices
- Version 1.2
Block 9 - RESEARCH REQUEST SPECIALIST AGENT
- Type / Role
- @n8n/n8n-nodes-langchain.agent - agent
- Config choices
- Version 2
Block 10 - PARSE RESEARCH
- Type / Role
- n8n-nodes-base.code - code
- Config choices
- Version 2
Block 11 - Perplexity Response Formatter
- Type / Role
- n8n-nodes-base.code - code
- Config choices
- Version 2
Block 12 - Structured Output Parser
- Type / Role
- @n8n/n8n-nodes-langchain.outputParserStructured - outputParserStructured
- Config choices
- Version 1.3
Block 13 - HTML FORMATTER AGENT
- Type / Role
- @n8n/n8n-nodes-langchain.agent - agent
- Config choices
- Version 2
Block 14 - HTML Report Generator
- Type / Role
- n8n-nodes-base.code - code
- Config choices
- Version 2
Block 15 - PDF Generator
- Type / Role
- n8n-nodes-pdfco.PDFco Api - PDFco Api
- Config choices
- Version 1
Block 16 - HTTP Request
- Type / Role
- n8n-nodes-base.httpRequest - httpRequest
- Config choices
- Version 4.2
Block 17 - Telegram
- Type / Role
- n8n-nodes-base.telegram - telegram
- Config choices
- Version 1.2
Block 18 - Search Clients
- Type / Role
- n8n-nodes-base.postgres - postgres
- Config choices
- Version 2.6
Block 19 - Update Sent
- Type / Role
- n8n-nodes-base.supabase - supabase
- Config choices
- Version 1
Block 20 - Telegram Trigger
- Type / Role
- n8n-nodes-base.telegramTrigger - telegramTrigger
- Config choices
- Version 1.2
Block 21 - GET Supabase User
- Type / Role
- n8n-nodes-base.supabase - supabase
- Config choices
- Version 1
Block 22 - IF User Exists
- Type / Role
- n8n-nodes-base.if - if
- Config choices
- Version 2
Block 23 - Create Supabase User
- Type / Role
- n8n-nodes-base.supabase - supabase
- Config choices
- Version 1
Block 24 - Download PDF Telegram
- Type / Role
- n8n-nodes-base.telegram - telegram
- Config choices
- Version 1.2
Showing the first 24 of 62 workflow blocks. Download the JSON for the full node graph.
3. Summary Table
| Workflow | Automated US stock portfolio analysis with Telegram, Perplexity AI & PDF reports |
|---|---|
| Complexity | advanced |
| Nodes | 62 |
| Categories | Crypto Trading, AI Chatbot |
| Author | Solido AI |
| Published | 04 Jul 2025 |
4. Reproducing the Workflow from Scratch
-
1. Download the workflow JSON
Use the JSON export at /data/workflows/5687/5687.json as the source template for this automation.
-
2. Import the template into n8n
Open n8n, import the downloaded JSON, and review each node before activating the workflow.
-
3. Configure credentials and variables
Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
-
4. Test with sample data
Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
-
5. Activate and monitor
Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.
5. General Notes & Resources
Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.
Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.
Frequently asked questions
What does Automated US stock portfolio analysis with Telegram, Perplexity AI & PDF reports do?
System Architecture Two integrated N8N workflows providing automated US stock portfolio management through Telegram: FLOW 1: Conversational Portfolio Manager Telegram bot for interactive portfolio ...
What do I need before importing this workflow?
Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.
Can I customize this workflow?
Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Crypto Trading, AI Chatbot use case.