Personalized stock portfolio analysis and recommendations with Grok-4 and Perplexity

Name: Personalized stock portfolio analysis and recommendations with Grok-4 and Perplexity
Availability: InStock
Author: Automate With Marc

Personalized stock portfolio analysis and recommendations with Grok-4 and Perplexity preview

Open on n8n.io

$20/month : Unlimited workflows

2500 executions/month

Try free

THE #1 IN WEB SCRAPING

Scrape any website without limits

Try free

HOSTINGER

Early Deal
DISCOUNT 20%

Self-hosted n8n

Unlimited workflows - from $4.99/mo

Try free

#1 hub for scraping, AI & automation

6000+ actors - $5 credits/mo

Try free

Important notice

This workflow is provided as-is. Please review and test before using in production.

Overview

This workflow contains community nodes that are only compatible with the self-hosted version of n8n.

📊 Grok-4 with Perplexity Daily Portolio Advisor.

This workflow acts as your personal AI stock analyst—powered by Grok-4, Perplexity, and Google Sheets—to give you daily, tailored market insights based on your actual investment portfolio.

Every morning, the workflow:

Fetches your current stock holdings from a connected Google Sheet

Uses Perplexity to search and summarize the latest stock market news relevant to your portfolio

Leverages Grok-4 AI to analyze how those news events impact your stocks

Provides buy/sell/hold recommendations and AI-powered investment insights

Emails you a clean, easy-to-read summary—perfect for busy investors

To watch the step-by-step Tutorial build of this workflow, check out: https://youtu.be/OXzsh-Ba-8Y

Google Sheet Template: https://docs.google.com/spreadsheets/d/1074dZk-vhwz6LML5zoiwHdxg89Z8u_mgl7wwzqf3A98/edit?usp=sharing

🧠 What’s Inside: AI Agent: Grok-4 Stock Analyst (via xAI Grok-4)

Tool Integrations: 📄 Google Sheets (Portfolio input) 🔍 Perplexity (News search) ✍️ GPT Summary Agent (Readable output) 📧 Gmail (Automated delivery)

Schedule: Runs daily at 10:00 AM by default (customizable)

💡 Use Cases: Retail investors seeking personalized news summaries

Portfolio managers automating market analysis

Fintech startups prototyping intelligent investment advisors

Anyone wanting actionable stock updates without reading 10+ articles

Automate With Marc

50 workflows

Nodes

n8n-nodes-base.scheduletrigger @n8n/n8n-nodes-langchain.agent @n8n/n8n-nodes-langchain.lmchatxaigrok @n8n/n8n-nodes-langchain.memorybufferwindow n8n-nodes-base.perplexitytool n8n-nodes-base.googlesheetstool n8n-nodes-base.gmail n8n-nodes-base.stickynote

Complexity

intermediate

Published 14 Jul 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/5994/5994.json

Share Your Workflow

Have a useful automation to share? Publish it and help the community.

Submit Your Template How to Submit

Related Workflows

Track multi-chain crypto portfolios and analyze risk with Gemini and QuickNode

**This workflow provides a fully automated multi-chain crypto portfolio tracking system powered by AI.** It fetches wallet balances and gas prices across multiple blockchain networks (e.g., Ethereum, Polygon, and more via QuickNode), retrieves real-time token prices, and calculates total portfolio value in USD. Using an AI agent, it generates: - Portfolio insights - Risk analysis - Investment suggestions - Gas fee insights across chains - Portfolio health score The final report is formatted and delivered directly to Slack. ⚙️ **Key Features** 🌐 Multi-chain support (Ethereum, Polygon, extendable to any EVM chain via QuickNode) 💰 Real-time USD portfolio valuation ⚖️ Accurate asset allocation (%) 🧠 AI-powered insights, risk & suggestions ⛽ Cross-chain gas fee analysis 📩 Automated Slack alerts ⏰ Daily scheduling support (Cron) 🔌 Powered by QuickNode for reliable blockchain data 🧠 **How It Works** - Fetch wallet balances across chains (via QuickNode RPC) - Fetch gas prices for each network - Retrieve live token prices (ETH, MATIC, etc.) - Calculate total portfolio value & allocation - Generate AI-driven insights and recommendations - Format a clean Slack-ready report - Send automated alert ⏰ **Scheduling (CORE VALUE)** Turn this into a Daily AI Portfolio Assistant: - Add a Cron node - Run every morning (e.g., 9 AM) - Get daily portfolio intelligence in Slack 🎯 **Use Cases** - Multi-chain portfolio tracking - Daily crypto risk monitoring - Automated investment insights - Web3 traders & investors - DAO treasury monitoring - Crypto founders & analysts 🔧 **Requirements** - Wallet address (EVM-compatible chains) - QuickNode RPC endpoints (Ethereum, Polygon, etc.) - Slack account (for alerts) - Price API (CoinGecko / CryptoCompare) **Sample Output** ![Sample Output.png](fileId:5480)

View

Generate Indian stock investment ideas using Groq AI, Google Sheets and stock API

# AI Investment Idea Generator using n8n, Groq AI, Google Sheets & Stock API This workflow automatically generates **2–3 high-quality Indian stock investment ideas daily** by combining **trending stock data + latest market news**, processing it with **AI (Groq/OpenAI)**, avoiding duplicates using **Google Sheets** and storing results for tracking. ### Quick Implementation Steps 1. Import the workflow into n8n 2. Add credentials: - Stock API (HTTP Headers Auth) - Google Sheets OAuth2 - Groq / OpenAI API 3. Connect your Google Sheet (same structure as defined) 4. Activate the workflow (runs daily at 9 AM) 5. Check your Google Sheet for generated ideas ## What It Does This workflow acts as a **mini AI-powered equity research assistant** for the Indian stock market. It automatically gathers **real-time market insights** by pulling: - Trending stocks (top gainers & losers) - Latest market-related news (via Google News RSS) It then processes this data into a structured format and feeds it into an AI agent configured with strict rules to generate **actionable, non-generic investment ideas**. To maintain quality and avoid repetition, the workflow: - Fetches historical ideas from Google Sheets - Uses memory to avoid recent duplicates - Ensures each new idea is unique, data-backed and sector-driven Finally, it stores structured results into Google Sheets for easy tracking and analysis. ## Who’s It For - Retail investors looking for daily stock ideas - Financial analysts and research teams - Algo trading enthusiasts - Content creators (finance blogs, newsletters) - Automation enthusiasts using n8n ## Requirements To use this workflow, you need: - n8n instance (self-hosted or cloud) - Stock API access (via HTTP headers auth) - Google Sheets account (read + append permissions) - Groq or OpenAI API access - A Google Sheet with columns: Date | Title | Stock | Reason | Horizon ## How It Works & Set Up 1. Schedule Trigger (runs daily at 9 AM) 2. Fetch trending stocks via API 3. Fetch latest market news via RSS 4. Merge and format data 5. Generate investment ideas using AI 6. Validate and parse output 7. Store results in Google Sheets 8. Handle errors and send alerts ## How To Customize Nodes - Modify API endpoint in stock node - Change RSS keywords for news - Adjust AI prompt rules - Change number of generated ideas - Modify Google Sheets mapping - Update schedule timing ## Add-ons (Enhancements) - Slack/Telegram alerts - Email digest - Sentiment analysis - Performance tracking - Global market support ## Use Case Examples 1. Daily investment newsletter 2. Personal research assistant 3. Trading strategy ideas 4. Content creation 5. Portfolio tracking ## Troubleshooting Guide Issue | Possible Cause | Solution ----- | -------------- | -------- No stock data | API issue | Check API credentials AI empty output | Model issue | Retry / check logs JSON error | Format issue | Fix prompt output No sheet data | Mapping issue | Verify columns No alerts | Gmail not set | Reconnect Gmail ## Need Help? For setup, customization or advanced automation solutions, contact our [n8n workflow developers](https://www.weblineindia.com/hire-n8n-developers/) at WeblineIndia.

View

Automated Forex Portfolio Manager with AI, MT5 & News Sentiment Analysis

## Automate Your Forex Portfolio with AI: GPT-4o or Claude + MT5 + Live News Sentiment Harness real-time news, multi-source sentiment scoring, and geopolitical risk intelligence to manage your forex portfolio smarter — all automated inside n8n. This n8n template demonstrates a fully AI-powered forex portfolio management workflow that continuously monitors breaking news, economic events, and geopolitical developments to deliver intelligent trading bias recommendations and risk alerts across your open positions. ## Use cases are many: Try automating your pre-session market briefing so it lands in your Telegram before the London open, building a risk-adjusted watchlist that updates in real time as geopolitical events unfold, or connecting this to your MT5 account to auto-flag overexposed pairs before entering new trades. ## Good to know - This workflow is designed for educational and research purposes — always apply your own risk management before acting on any AI-generated output - AI sentiment scoring is directional guidance only, not a trade signal — use it alongside your own confluence analysis - News API rate limits vary by plan; free tiers may limit the volume and frequency of headlines fetched - Geopolitical risk data can lag real-time events; always cross-reference with live news sources for high-impact events - This workflow requires either an OpenAI or Anthropic API key — costs apply per analysis run (typically less than $0.01 per session) - Compatible with MetaTrader 5 accounts via HTTP API — ensure your broker allows WebRequest functionality ## How it works - **News Ingestion**: A scheduled trigger (default: every 30 minutes) fetches the latest forex and financial headlines from your configured news source (NewsAPI, Finnhub RSS, or custom feeds) - **AI Sentiment Analysis**: Each news item is passed to an AI agent (Claude or GPT-4o) which scores it on a -10 to +10 scale for each major currency pair — EUR/USD, GBP/USD, USD/JPY, USD/CHF, AUD/USD, and XAU/USD - **Geopolitical Mapping**: The AI agent extracts geopolitical signals — sanctions, elections, central bank statements, conflict zones — and maps their directional impact to affected currency pairs - **Portfolio Correlation**: Aggregated sentiment scores are cross-referenced with your open position data fetched from MetaTrader 5 via HTTP, flagging pairs where your exposure conflicts with the current sentiment direction - **Intelligence Report**: A consolidated portfolio briefing is compiled with overall market bias (Bullish/Bearish/Neutral per pair), risk flags, and recommended pair focus for the next session - **Delivery**: The structured report is pushed to your Telegram or Discord in a clean, readable format — ready to review before you sit down to trade ## How to use - Import this workflow into your n8n instance and activate it by toggling the switch in the top-right corner - Configure your news source credentials in the designated sticky note — paste your NewsAPI key or preferred RSS feed URL - Add your AI model credentials (OpenAI or Anthropic) via n8n's credential manager - Define your watched currency pairs and sentiment threshold values in the configuration sticky note at the top of the workflow - Optionally connect your MetaTrader 5 REST API endpoint to pull live open positions — or leave blank to run in sentiment-only mode - Connect your Telegram bot token + chat ID or Discord webhook URL in the notification node - Run a manual test first to confirm news is being fetched and AI responses are formatted correctly - Set the schedule trigger to your preferred interval — every 30 minutes ahead of the London or New York open is recommended ## Requirements - n8n instance (self-hosted or cloud) - OpenAI API key (GPT-4o) OR Anthropic API key (Claude Sonnet) - NewsAPI.org API key OR a valid financial RSS feed URL - Telegram bot token + chat ID OR Discord webhook URL for notifications - MetaTrader 5 account with REST API or WebRequest enabled (optional — for live portfolio data) - Basic understanding of forex concepts (currency pairs, sentiment, position sizing) ## Customising this workflow - Swap the news source to a premium data provider like Finnhub, Alpha Vantage, or Bloomberg RSS for higher-quality signals - Add a Forex Factory economic calendar scraper to include high-impact news events in the sentiment scoring - Replace the Telegram/Discord output with a Google Sheets log to build a historical sentiment journal over time - Connect to MT5's WebRequest API to automatically reduce position size when AI sentiment strongly opposes your open trade - Modify the AI prompt to focus on specific session pairs — e.g. only GBP/USD and EUR/GBP during the London session - Add a confidence threshold — only fire alerts when the sentiment score exceeds ±7 to reduce low-signal noise - Build a weekly summary report by accumulating daily sentiment logs and generating a Friday briefing via a separate workflow branch - Add tags for specific setups or pair correlations for easier backtesting and journaling later on ## Questions? If you have questions or need help with setting up this workflow, feel free to reach out: gmail: [email protected] telegram: @ElijahBuildsAI ### Purchasing this N8N workflow comes with the Brain workflow, the webhook handler, and the MQL5 Expert Advisor file as well so it is sold together. Everything you need for this to work on your PC or VPS is included for 399 usd. **Important Disclaimer**: This workflow is provided for educational purposes and demo/paper trading use only. It demonstrates AI-assisted market analysis and should not be interpreted as financial advice. Always apply your own judgment, risk management rules, and due diligence before making any live trading decisions.

View

Need Custom Automation?

Get help designing a custom n8n workflow that connects your stack and fits your process.

Personalized stock portfolio analysis and recommendations with Grok-4 and Perplexity

Workflow preview

Important notice

Overview

📊 Grok-4 with Perplexity Daily Portolio Advisor.