Automate Stock Portfolio Tracking With Tradegate And Baserow
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Effortlessly track your stock portfolio's performance with this n8n workflow. It automatically fetches real-time stock data from Tradegate, calculates value changes, and sends a daily HTML report to your inbox.
About This Workflow
This n8n workflow provides a seamless solution for monitoring your investment portfolio. It leverages Baserow to manage your stock holdings, including ISIN, count, and purchase price. At a scheduled time each day (Monday-Saturday at 7:15 AM Dublin time), the workflow queries Tradegate.de for the latest stock data, including bid and ask prices. This information is then processed to calculate the current value, daily change, and percentage change of your investments. Finally, a beautifully formatted HTML report summarizing your portfolio's performance is generated and sent directly to your email via SendGrid.
Key Features
- Automated Data Fetching: Pulls real-time stock prices from Tradegate.de.
- Portfolio Value Calculation: Automatically computes current portfolio value and investment changes.
- Customizable Schedule: Trigger the workflow daily at a specific time.
- Clear HTML Reporting: Receives a well-formatted email report of your investment performance.
- Data Integration: Seamlessly connects with Baserow for portfolio management.
How To Use
- Set up Baserow: Ensure your stock holdings (ISIN, Count, Purchase Price) are stored in a Baserow database and table.
- Configure Cron Trigger: Adjust the
cronExpressionin the 'Cron' node to your preferred daily reporting time (e.g.,15 7 * * 1-6for 7:15 AM, Monday-Saturday). - Connect Baserow: In the 'Baserow' node, input your
databaseIdandtableId, and select your Baserow API credentials. - Authorize SendGrid: In the 'SendGrid' node, provide your SendGrid API credentials and specify the
toEmailandfromEmailaddresses. - Review HTML Structure: The 'Build HTML' node constructs the report. You can customize the table headers and the introductory text within its
functionCode. - Execute and Monitor: Manually run the workflow by clicking 'execute' on the 'On clicking 'execute'' node or wait for the scheduled trigger. Check your email for the investment report.
Apps Used
Workflow JSON
{
"id": "de8d1e60-769f-4cab-b67a-3a8c0072d4cb",
"name": "Automate Stock Portfolio Tracking With Tradegate And Baserow",
"nodes": 15,
"category": "Marketing",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: de8d1e60-769f...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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