Track portfolio performance and risk using Google Sheets and Alpha Vantage

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1. Workflow Overview

Description This workflow helps users track and understand the performance of their stock portfolio in an automated and structured way. It reads portfolio holdings from Google Sheets, fetches th...

Best for

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

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.scheduletrigger, n8n-nodes-base.googlesheets, n8n-nodes-base.splitinbatches, n8n-nodes-base.httprequest, n8n-nodes-base.code, n8n-nodes-base.errortrigger, n8n-nodes-base.gmail

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Rahul Joshi.

Original n8n.io source

1.1 Workflow description

Title: Track portfolio performance and risk using Google Sheets and Alpha Vantage
Workflow name: Track portfolio performance and risk using Google Sheets and Alpha Vantage

📄 Description

This workflow helps users track and understand the performance of their stock portfolio in an automated and structured way. It reads portfolio holdings from Google Sheets, fetches the latest market prices, calculates key performance metrics, and updates the results back into the same sheet. In addition to standard return calculations, the workflow also classifies each holding based on overall performance and risk, making the output more actionable and easier to interpret. The workflow is designed for investors who want a simple, repeatable way to monitor portfolio performance without manual calculations.

⚙️ What This Workflow Does

Reads portfolio holdings (stock, buy price, quantity, buy date) from Google Sheets
Fetches daily stock price data using Alpha Vantage
Calculates key metrics:
Invested Value
Current Value
Profit & Loss (P&L)
P&L Percentage
CAGR
Maximum Drawdown
Classifies each holding as Healthy, Watch, or Risk based on return and drawdown
Updates the same Google Sheet with the latest results
Runs automatically on a schedule

✅ Key Benefits

Eliminates manual portfolio tracking and calculations
Provides clear performance and downside risk visibility
Adds a simple decision layer through portfolio status classification
Keeps all portfolio data in one place (Google Sheets)
Dashboard-ready output for further analysis or visualization

🧩 Features

Scheduled portfolio evaluation
Daily market price data from Alpha Vantage
Deterministic, explainable financial calculations
Simple risk and performance classification logic
Google Sheets-based input and output Clean, update-in-place data handling (no duplicate rows)

🔐 Requirements

Alpha Vantage API key (for market price data)
Google Sheets OAuth credentials
An n8n instance (cloud or self-hosted)

🎯 Target Audience

Retail investors tracking long-term portfolios
Finance teams maintaining internal portfolio dashboards
Automation builders creating investment-related workflows
Users looking for a simple, explainable portfolio monitoring setup

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 - Sticky Note

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

Block 2 - Sticky Note1

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

Block 3 - Sticky Note2

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

Block 4 - Sticky Note3

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

Block 5 - Sticky Note8

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

Block 6 - Run daily portfolio update

Type / Role: n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices: Version 1.3

Block 7 - Read portfolio holdings

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.7

Block 8 - Process each stock

Type / Role: n8n-nodes-base.splitInBatches - splitInBatches
Config choices: Version 3

Block 9 - Fetch daily stock prices

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.3

Block 10 - Calculate returns and risk metrics

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 11 - Update portfolio performance

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.7

Block 12 - Workflow error trigger

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

Block 13 - Send error notification email

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.2

3. Summary Table

Workflow	Track portfolio performance and risk using Google Sheets and Alpha Vantage
Complexity	intermediate
Nodes	13
Categories	Crypto Trading, AI Summarization
Author	Rahul Joshi
Published	05 Jan 2026

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/12487/12487.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 Track portfolio performance and risk using Google Sheets and Alpha Vantage do?

Description This workflow helps users track and understand the performance of their stock portfolio in an automated and structured way. It reads portfolio holdings from Google Sheets, fetches th...

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.

Rahul Joshi

269 workflows

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.scheduletrigger n8n-nodes-base.googlesheets n8n-nodes-base.splitinbatches n8n-nodes-base.httprequest n8n-nodes-base.code n8n-nodes-base.errortrigger n8n-nodes-base.gmail

Complexity

intermediate

Published 05 Jan 2026

Likes 0

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Install path: /data/workflows/12487/12487.json

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Track portfolio performance and risk using Google Sheets and Alpha Vantage

Workflow preview

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

📄 Description

⚙️ What This Workflow Does

✅ Key Benefits

🧩 Features

🔐 Requirements

🎯 Target Audience

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Sticky Note

Block 2 - Sticky Note1

Block 3 - Sticky Note2

Block 4 - Sticky Note3

Block 5 - Sticky Note8

Block 6 - Run daily portfolio update

Block 7 - Read portfolio holdings

Block 8 - Process each stock

Block 9 - Fetch daily stock prices

Block 10 - Calculate returns and risk metrics

Block 11 - Update portfolio performance

Block 12 - Workflow error trigger

Block 13 - Send error notification email

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