Stock portfolio analysis with Perplexity AI, GPT-4, and Google Sheets

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Important notice

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

1. Workflow Overview

Dynamic Portfolio Advisor – Daily Stock Market Intelligence with Google Sheets Description: This advanced AI powered n8n workflow automatically delivers a daily market intelligence briefing tail...

Best for

Crypto Trading automation workflows
AI Summarization automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.scheduletrigger, @n8n/n8n-nodes-langchain.lmchatopenai, @n8n/n8n-nodes-langchain.memorybufferwindow, n8n-nodes-base.googlesheetstool, @n8n/n8n-nodes-langchain.agent, n8n-nodes-base.perplexitytool, n8n-nodes-base.telegram, n8n-nodes-base.stickynote

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Automate With Marc.

Original n8n.io source

1.1 Workflow description

Title: Stock portfolio analysis with Perplexity AI, GPT-4, and Google Sheets
Workflow name: Stock portfolio analysis with Perplexity AI, GPT-4, and Google Sheets

📊 Dynamic Portfolio Advisor – Daily Stock Market Intelligence with Google Sheets Description: This advanced AI-powered n8n workflow automatically delivers a daily market intelligence briefing tailored to your stock holdings portfolio stored in Google Sheets. It uses real-time data from Perplexity AI, combines it with your portfolio, and generates personalized insights, risk alerts, and trade suggestions — all delivered via Telegram or any messaging app of your choice.

For step-by-step build of workflows like this, check out: https://www.youtube.com/@Automatewithmarc

⚙️ How It Works: 🕒 Daily Trigger Starts every day at a scheduled time (default: 10 AM) to fetch the most recent market data.

📈 Holdings Fetch Reads your current portfolio dynamically from Google Sheets — no hardcoding required.

🧠 AI Analysis Agent Combines:

Market headlines

Company-specific developments

Macroeconomic updates And analyzes how they might affect your holdings.

🔍 Perplexity Web Research Tool Finds and summarizes the most relevant stock market news from the past 24 hours.

💬 Telegram Delivery Sends a customized summary of:

Market highlights

Asset-specific impacts

Opportunities and risks

Actionable trade ideas (buy/sell/hold)

🛠️ Tools & Integrations: Google Sheets (live holdings feed)

Perplexity AI (real-time market research)

OpenAI GPT (financial summarization)

Telegram (output, customizable)

💡 Use Cases: Portfolio-aware market intelligence

Automated investor briefing assistant

Risk alert + opportunity scanner

Daily trade idea generator

Finance bloggers or equity analysts streamlining prep work

📍Note: You can easily replace Telegram with Slack, Email, Notion, or any output tool supported by n8n.

This template is perfect for active investors, financial advisors, or automation-savvy traders who want to turn AI and data into actionable daily signals.

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 1 - Schedule Trigger

Type / Role: n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices: Version 1.2

Block 2 - OpenAI Chat Model

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
Config choices: Version 1.2

Block 3 - Simple Memory

Type / Role: @n8n/n8n-nodes-langchain.memoryBufferWindow - memoryBufferWindow
Config choices: Version 1.3

Block 4 - Portfolio Holdings

Type / Role: n8n-nodes-base.googleSheetsTool - googleSheetsTool
Config choices: Version 4.6

Block 5 - Stock Market News & Analytics Agent

Type / Role: @n8n/n8n-nodes-langchain.agent - agent
Config choices: Version 2

Block 6 - Perplexity

Type / Role: n8n-nodes-base.perplexityTool - perplexityTool
Config choices: Version 1

Block 7 - Telegram

Type / Role: n8n-nodes-base.telegram - telegram
Config choices: Version 1.2

Block 8 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 9 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 10 - Sticky Note2

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 11 - Sticky Note3

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

3. Summary Table

Workflow	Stock portfolio analysis with Perplexity AI, GPT-4, and Google Sheets
Complexity	intermediate
Nodes	11
Categories	Crypto Trading, AI Summarization
Author	Automate With Marc
Published	08 Jul 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/5783/5783.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.

Download workflow JSON Original n8n.io source Crypto Trading workflows AI Summarization workflows

Frequently asked questions

What does Stock portfolio analysis with Perplexity AI, GPT-4, and Google Sheets do?

Dynamic Portfolio Advisor – Daily Stock Market Intelligence with Google Sheets Description: This advanced AI powered n8n workflow automatically delivers a daily market intelligence briefing tail...

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 Summarization use case.

Automate With Marc

50 workflows

Nodes

n8n-nodes-base.scheduletrigger @n8n/n8n-nodes-langchain.lmchatopenai @n8n/n8n-nodes-langchain.memorybufferwindow n8n-nodes-base.googlesheetstool @n8n/n8n-nodes-langchain.agent n8n-nodes-base.perplexitytool n8n-nodes-base.telegram n8n-nodes-base.stickynote

Complexity

intermediate

Published 08 Jul 2025

Likes 0

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Install path: /data/workflows/5783/5783.json

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Stock portfolio analysis with Perplexity AI, GPT-4, and Google Sheets

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Schedule Trigger

Block 2 - OpenAI Chat Model

Block 3 - Simple Memory

Block 4 - Portfolio Holdings

Block 5 - Stock Market News & Analytics Agent

Block 6 - Perplexity

Block 7 - Telegram

Block 8 - Sticky Note

Block 9 - Sticky Note1

Block 10 - Sticky Note2

Block 11 - Sticky Note3

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions