Automated US stock portfolio analysis with Telegram, Perplexity AI & PDF reports
UnknownUnknown. This template uses community nodes we can't verify statically. Uses community nodes that can't be verified statically (unverified community packages are off by default in 3.0). Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 59 nodes and runs on Telegram events (plus 1 other trigger). Along the way it connects OpenAI Chat Model, Telegram, Postgres and Supabase and 2 more.
How it runs
Trigger: On Telegram events (plus 1 other trigger).
- GET Supabase User (Supabase): uses Supabase
- Search Clients (Postgres): uses Postgres
- If: checks a condition and branches into true / false
- Loop Over Items (Loop Over Items (Split in Batches)): loops over the items in batches
- If: checks a condition and branches into true / false
- Create Supabase User (Supabase): uses Supabase
- RESEARCH REQUEST SPECIALIST AGENT (AI Agent): runs an AI agent, with model: OpenAI Chat Model
- Download PDF Telegram (Telegram): uses Telegram
- Supabase: uses Supabase
- PARSE RESEARCH (Code): runs custom JavaScript code
…plus 33 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
We can't fully verify this one: it relies on 1 community package, and n8n 3.0 turns unverified community packages off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).
- Check that n8n-nodes-pdfco is verified or supports 3.0 (used in PDF Generator, PDF Generator1).
Nodes used (19)
- HTML
n8n-nodes-base.html - Auto-fixing Output Parser
@n8n/n8n-nodes-langchain.outputParserAutofixing - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - Perplexity
n8n-nodes-base.perplexity - AI Agent
@n8n/n8n-nodes-langchain.agent - Code
n8n-nodes-base.code - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - PDFco Api
n8n-nodes-pdfco.PDFco Api - HTTP Request
n8n-nodes-base.httpRequest - Telegram
n8n-nodes-base.telegram - Postgres
n8n-nodes-base.postgres - Supabase
n8n-nodes-base.supabase - Telegram Trigger
n8n-nodes-base.telegramTrigger - If
n8n-nodes-base.if - Postgres Chat Memory
@n8n/n8n-nodes-langchain.memoryPostgresChat - Wait
n8n-nodes-base.wait - Supabase Tool
n8n-nodes-base.supabaseTool
From the author
System Architecture Two integrated N8N workflows providing automated US stock portfolio management through Telegram: FLOW 1: Conversational Portfolio Manager - Telegram bot for interactive portfolio management - PDF upload & analysis via LlamaIndex Cloud API…