Templates / Monitor portfolio correlation and diversification with Google Sheets and Slack

Monitor portfolio correlation and diversification with Google Sheets and Slack

Ready for 3.0

by WeblineIndia ✓ · 14 views · created 2026-10-06 · Crypto Trading, AI Summarization

Ready 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 16 nodes and runs on a schedule (every month at 09:00). Along the way it connects Google Sheets and Slack. It also calls 192.168.101.63:5678 over HTTP.

How it runs

Trigger: On a schedule (every month at 09:00).

  1. Load Portfolio Holdings (Google Sheets): uses Google Sheets
  2. Validate Portfolio Holdings (If): checks a condition and branches into true / false
  3. Calculate Portfolio Weights (Code): runs custom JavaScript code
  4. Fetch Historical Market Data (HTTP Request): calls 192.168.101.63:5678 (POST)
  5. Consolidate Historical Price Data (Code): runs custom JavaScript code
  6. Calculate Pairwise Correlations (Code): runs custom JavaScript code
  7. Calculate Diversification Metrics (Code): runs custom JavaScript code
  8. Build Correlation Chart Configuration (Code): runs custom JavaScript code
  9. Prepare Diversification Summary Record (Code): runs custom JavaScript code
  10. Prepare Pairwise Correlation Records (Code): runs custom JavaScript code

…plus 5 more steps. See the full node list below.

Services it uses

Google SheetsSlack

HTTP calls to: 192.168.101.63:5678

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 (6)

From the author

Quick overview This workflow runs monthly to read portfolio holdings from Google Sheets, fetch 90 days of historical prices via an HTTP endpoint, calculate pairwise correlations and a diversification score, store results back to Google Sheets, generate a…

Excerpt from WeblineIndia's description on n8n.io.

View the original on n8n.io → Check your own copy

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