Personalized stock portfolio analysis and recommendations with Grok-4 and Perplexity
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.
Nodes used (7)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - AI Agent
@n8n/n8n-nodes-langchain.agent - xAI Grok Chat Model
@n8n/n8n-nodes-langchain.lmChatXAiGrok - Simple Memory
@n8n/n8n-nodes-langchain.memoryBufferWindow - Perplexity Tool
n8n-nodes-base.perplexityTool - Google Sheets Tool
n8n-nodes-base.googleSheetsTool - Gmail
n8n-nodes-base.gmail
What it does
This workflow contains community nodes that are only compatible with the self-hosted version of n8n. 📊 Grok-4 with Perplexity Daily Portolio Advisor. This workflow acts as your personal AI stock analyst—powered by Grok-4, Perplexity, and Google Sheets—to give you daily, tailored market insights based on your actual investment portfolio. Every morning, the workflow: Fetches your current stock holdings from a connected Google Sheet Uses Perplexity to search and summarize the latest stock market news relevant to your portfolio Leverages Grok-4 AI to analyze how those news events impact your stocks Provides buy/sell/hold recommendations and AI-powered investment insights Emails you a clean, easy-to-read summary—perfect for busy investors To watch the step-by-step Tutorial build of this workflow, check out: https://youtu.be/OXzsh-Ba-8Y Google Sheet Template: https://docs.google.com/spreadsheets/d/1074dZk-vhwz6LML5zoiwHdxg89Z8umgl7wwzqf3A98/edit?usp=sharing 🧠 What’s Inside: AI Agent: Grok-4 Stock Analyst (via xAI Grok-4) Tool Integrations: 📄 Google Sheets (Portfolio input) 🔍 Perplexity (News search) ✍️ GPT Summary Agent (Readable output) 📧 Gmail (Automated delivery) Schedule: Runs daily at 10:00 AM by default (customizable) 💡 Use Cases: Retail investors seeking personalized news summaries Portfolio managers automating market analysis Fintech startups prototyping intelligent investment advisors Anyone wanting actionable stock updates without reading 10+ articles