Templates / Track multi-broker investment portfolio with Google Sheets and Telegram alerts

Track multi-broker investment portfolio with Google Sheets and Telegram alerts

Ready for 3.0

by Akash Kankariya ✓ · 1,078 views · created 2025-07-23 · Crypto Trading

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 12 nodes and runs on Telegram events (message) (plus 1 other trigger). Along the way it connects Google Sheets and Telegram.

How it runs

Trigger: On Telegram events (message) (plus 1 other trigger).

  1. Edit Fields (Edit Fields (Set)): sets 1 field: myId
  2. Get row(s) in sheet (Google Sheets): uses Google Sheets
  3. If: checks a condition and branches into true / false
  4. Aggregate: combines items into one
  5. Switch: routes items into 2 branches
  6. Code: runs custom JavaScript code
  7. Get row(s) in sheet (Google Sheets): uses Google Sheets
  8. Total PNL Update (Telegram): uses Telegram
  9. Code: runs custom JavaScript code
  10. Broker PNL Update (Telegram): uses Telegram

Services it uses

Google SheetsTelegram

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)

From the author

All-in-One Portfolio Tracker & Telegram Finance Updates Workflow for n8n: Multi-Broker, Real-Time, Global 🚀 Overview Take control of all your investments—across multiple brokers and platforms—in one place, with live updates sent directly to your Telegram!…

Excerpt from Akash Kankariya's description on n8n.io.

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

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