Analyze your stock portfolio daily using Google Sheets, RSS, Groq LLM and Gmail
Ready for 3.0What this workflow does
This AI workflow has 19 nodes and runs on a schedule (every day at 16:00). Along the way it connects Google Sheets, Groq Chat Model and Gmail.
How it runs
Trigger: On a schedule (every day at 16:00).
- Fetch Portfolio (Google Sheets) (Google Sheets): uses Google Sheets
- Calculate Portfolio Metrics (Edit Fields (Set)): sets 8 fields: symbol, quantity, avg_price…
- Iterate Stocks (Loop Over Items (Split in Batches)): loops over the items in batches
- Aggregate: combines items into one
- Fetch Stock News (RSS) (RSS Read): reads an RSS feed
- Parse Stock AI Output (Code): runs custom JavaScript code
- Sort: sorts the items
- Generate Portfolio Insight (AI Agent): runs an AI agent, with model: LLM (Portfolio Analysis)
- Merge: merges the data from its input branches
- Limit: keeps the first few items
…plus 6 more steps. See the full node list below.
Services it uses
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 (14)
- Google Sheets
n8n-nodes-base.googleSheets - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - RSS Read
n8n-nodes-base.rssFeedRead - Sort
n8n-nodes-base.sort - Limit
n8n-nodes-base.limit - Code
n8n-nodes-base.code - AI Agent
@n8n/n8n-nodes-langchain.agent - Groq Chat Model
@n8n/n8n-nodes-langchain.lmChatGroq - Wait
n8n-nodes-base.wait - Aggregate
n8n-nodes-base.aggregate - Merge
n8n-nodes-base.merge - Gmail
n8n-nodes-base.gmail - Edit Fields (Set)
n8n-nodes-base.set - Schedule Trigger
n8n-nodes-base.scheduleTrigger
From the author
AI Portfolio Analysis & Reporting using Google Sheets, RSS, Groq LLM & Gmail This n8n workflow automatically analyzes your stock portfolio every day at 4 PM. It fetches portfolio data from Google Sheets, enriches it with latest market news via RSS, generates…