Weekly stock/ETF analysis with Claude & Gmail — monthly index fund review
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This workflow has 33 nodes and runs on a schedule (every month at 08:00) (plus 3 other triggers). Along the way it connects Gmail and Google Sheets. It also calls api.anthropic.com over HTTP.
How it runs
Trigger: On a schedule (every month at 08:00) (plus 3 other triggers).
- Read Index Funds (Google Sheets): uses Google Sheets
- Read Stocks (Google Sheets): uses Google Sheets
- Send Follow-up Email Prompt (Gmail): uses Gmail
- Read Stocks - Follow-up (Google Sheets): uses Google Sheets
- Prepare Index Fund Data (Code): runs custom JavaScript code
- Prepare Stock Data (Code): runs custom JavaScript code
- Wait: pauses until webhook
- Prepare Stock Data - Follow-up (Code): runs custom JavaScript code
- Build Index Fund Prompt (Code): runs custom JavaScript code
- Build Claude Prompt- Fundemental (Code): runs custom JavaScript code
…plus 19 more steps. See the full node list below.
Services it uses
HTTP calls to: api.anthropic.com
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (7)
- Code
n8n-nodes-base.code - Gmail
n8n-nodes-base.gmail - Google Sheets
n8n-nodes-base.googleSheets - Schedule Trigger
n8n-nodes-base.scheduleTrigger - HTTP Request
n8n-nodes-base.httpRequest - Wait
n8n-nodes-base.wait - n8n Form Trigger
n8n-nodes-base.formTrigger
From the author
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: 1.…