Weekly stock/ETF analysis with Claude & Gmail — monthly index fund review

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Important notice

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

1. Workflow Overview

What This Flow Does Automated stock portfolio analysis system that performs comprehensive fundamental and technical analysis of your portfolio holdings on a scheduled basis, with intelligent follow...

Best for

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

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.code, n8n-nodes-base.gmail, n8n-nodes-base.googlesheets, n8n-nodes-base.scheduletrigger, n8n-nodes-base.httprequest, n8n-nodes-base.wait, n8n-nodes-base.formtrigger

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: Weekly stock/ETF analysis with Claude & Gmail — monthly index fund review
Workflow name: Weekly stock/ETF analysis with Claude & Gmail — monthly index fund review

What This Flow Does

Automated stock portfolio analysis system that performs comprehensive fundamental and technical analysis of your portfolio holdings on a scheduled basis, with intelligent follow-up capabilities.

How It Works

Two-Phase Analysis System:

Monday Analysis (Main weekly analysis) - Reads your stock holdings from Google Sheets - Performs deep fundamental analysis using Claude AI with web search - Conducts technical analysis with current market data - Combines both analyses into final buy/sell/hold recommendations - Emails you comprehensive analysis report
Wednesday Follow-up (Interactive refinement) - Sends midweek check-in email asking for additional input - If you reply with documents, questions, or market observations - Runs supplemental analysis incorporating your feedback - Updates recommendations based on new information and market changes - Delivers refined analysis via email

Key Features

Fractional share support - handles both whole and fractional stock positions
Web-enabled AI analysis - Claude AI searches current market data, news, earnings
Dual-analyst approach - separate fundamental and technical analysis for comprehensive coverage
Interactive feedback loop - Wednesday follow-ups allow you to guide analysis
Professional email reports - formatted HTML emails with actionable recommendations

Setup Steps

Google Sheets: Duplicate given template and fill with your investment information
Gmail OAuth: Connect your Gmail account for sending reports
Anthropic API: Add Claude AI credentials for analysis
Replace placeholders: Update [email protected], YOUR_GOOGLE_SHEETS_ID, webhook IDs
Schedule configuration: Currently set for Monday 12pm EST analysis, Wednesday 12pm EST follow-up

Use Case

Perfect for part time investors who want systematic, AI-powered analysis of their portfolio with the flexibility to provide additional context and refinements throughout the week.

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 Note4

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

Block 3 - Sticky Note9

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

Block 4 - Sticky Note13

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

Block 5 - Sticky Note16

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

Block 6 - Sticky Note 8

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

Block 7 - Sticky Note 9

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

Block 8 - Sticky Note 10

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

Block 9 - Format Index Fund Email

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

Block 10 - Send Index Fund Email

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

Block 11 - Read Index Funds1

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4

Block 12 - First day of Month

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

Block 13 - Every Monday 8AM2

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

Block 14 - Read Stocks2

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4

Block 15 - Prepare Stock Data1

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

Block 16 - Send Dual Analysis Email1

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

Block 17 - Claude Stock Analysis - Fundemental

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4

Block 18 - Prepare Claude Technical Prompt

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

Block 19 - Prepare Claude Synthesis

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

Block 20 - Claude Stock Analysis - Technical

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4

Block 21 - Claude Synthesis Analysis

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4

Block 22 - Format Synthesis Email

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

Block 23 - Build Claude Prompt- Fundemental

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

Block 24 - Prepare Index Fund Data1

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

Showing the first 24 of 41 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow	Weekly stock/ETF analysis with Claude & Gmail — monthly index fund review
Complexity	advanced
Nodes	41
Categories	Crypto Trading, AI Summarization
Author	Joe Marotta
Published	05 Nov 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/10543/10543.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 Weekly stock/ETF analysis with Claude & Gmail — monthly index fund review do?

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.

Joe Marotta

1 workflow

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.code n8n-nodes-base.gmail n8n-nodes-base.googlesheets n8n-nodes-base.scheduletrigger n8n-nodes-base.httprequest n8n-nodes-base.wait n8n-nodes-base.formtrigger

Complexity

advanced

Published 05 Nov 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/10543/10543.json

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Weekly stock/ETF analysis with Claude & Gmail — monthly index fund review

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 - Sticky Note

Block 2 - Sticky Note4

Block 3 - Sticky Note9

Block 4 - Sticky Note13

Block 5 - Sticky Note16

Block 6 - Sticky Note 8

Block 7 - Sticky Note 9

Block 8 - Sticky Note 10

Block 9 - Format Index Fund Email

Block 10 - Send Index Fund Email

Block 11 - Read Index Funds1

Block 12 - First day of Month

Block 13 - Every Monday 8AM2

Block 14 - Read Stocks2

Block 15 - Prepare Stock Data1

Block 16 - Send Dual Analysis Email1

Block 17 - Claude Stock Analysis - Fundemental

Block 18 - Prepare Claude Technical Prompt

Block 19 - Prepare Claude Synthesis

Block 20 - Claude Stock Analysis - Technical

Block 21 - Claude Synthesis Analysis

Block 22 - Format Synthesis Email

Block 23 - Build Claude Prompt- Fundemental

Block 24 - Prepare Index Fund Data1

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