Generate client portfolio summaries using Google Sheets, NewsAPI, Gemini and Gmail
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 AI workflow has 12 nodes and runs on Google Sheets events (row added). Along the way it connects Google Gemini, Gmail and Google Sheets. It also calls memic-nse-quotes-api.hf.space and newsapi.org over HTTP.
How it runs
Trigger: On Google Sheets events (row added).
- Cleans & standardizes (Edit Fields (Set)): sets 4 fields: Name, Quantity, Purchase Price…
- Fetch Live Stock Prices (HTTP Request): calls memic-nse-quotes-api.hf.space
- Iterate Stocks for News (Loop Over Items (Split in Batches)): loops over the items in batches
- Calculate Portfolio Metrics (Code): runs custom JavaScript code
- Combining All News Articles (Code): runs custom JavaScript code
- Wait: pauses before continuing
- Combine Portfolio + News (Merge): merges the data from its input branches
- Fetch Stock News (HTTP Request): calls newsapi.org
- Final Data Formatter (Code): runs custom JavaScript code
- Generate Portfolio Summary (Google Gemini): uses Google Gemini
…plus 1 more step. See the full node list below.
Services it uses
HTTP calls to: memic-nse-quotes-api.hf.space, newsapi.org
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 (9)
- Code
n8n-nodes-base.code - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - Merge
n8n-nodes-base.merge - Google Gemini
@n8n/n8n-nodes-langchain.googleGemini - Gmail
n8n-nodes-base.gmail - Wait
n8n-nodes-base.wait - Edit Fields (Set)
n8n-nodes-base.set - Google Sheets Trigger
n8n-nodes-base.googleSheetsTrigger - HTTP Request
n8n-nodes-base.httpRequest
From the author
Client Portfolio Summary Generator > Google Sheets, NewsAPI, Gemini AI & Gmail This workflow automatically analyzes your stock portfolio whenever a new row is added to Google Sheets. It fetches live stock prices, calculates gains/losses, gathers relevant…