Automated Stock Portfolio Tracker and Reporter
detail.loadingPreview
Effortlessly track your stock portfolio's performance and receive daily email reports. This n8n workflow connects your Baserow investment data with real-time Tradegate stock prices, calculates gains and losses, and sends a beautifully formatted HTML report directly to your inbox.
About This Workflow
This powerful n8n workflow automates the process of monitoring your stock investments. It begins by fetching your investment details from Baserow, then retrieves live stock data from Tradegate using each stock's ISIN. The workflow parses the retrieved data to extract key information like current bid and ask prices, and then calculates your investment's current value, total change, and percentage change. Finally, it consolidates this information into a comprehensive, visually appealing HTML report and delivers it via email through SendGrid. The workflow can be scheduled to run daily, ensuring you're always up-to-date with your portfolio's performance. This solution is ideal for investors who want to stay informed without manual data entry or constant price checking.
Key Features
- Automated Data Fetching: Retrieves investment data from Baserow and live stock prices from Tradegate.
- Real-time Price Tracking: Utilizes current bid and ask prices to calculate investment value.
- Performance Calculation: Automatically computes total monetary gain/loss and percentage change.
- Customizable Reporting: Generates a well-formatted HTML email report with investment details and summaries.
- Scheduled Execution: Can be set to run automatically at a specific time each day.
How To Use
- Configure Trigger: Set up either a manual 'On clicking execute' trigger for testing or a 'Cron' trigger for scheduled daily reports (e.g.,
15 7 * * 1-6for 7:15 AM Monday-Saturday). - Connect Baserow: In the 'Baserow' node, provide your
databaseId,tableId, and ensure your Baserow API credentials are set up. - Configure HTTP Request: The 'Fetch tradegate stock page' node is pre-configured to use the ISIN from your Baserow data. Ensure your Baserow table includes an 'ISIN' column.
- Review HTML Extraction: Verify the CSS selectors in the 'Parse tradegate stock page' node accurately capture the required stock data (Bid, Ask, etc.).
- Map Data: In the 'Format result' node, ensure the mapping from Baserow data and parsed stock data correctly populates 'Name', 'ISIN', 'Count', and 'Purchase Price'. The 'Current Value' will be calculated.
- Calculate Metrics: The 'Calculate change' node automatically computes 'Change' and 'Change (%)' based on the 'Current Value' and 'Purchase Price'.
- Customize Report: Adjust the
functionCodein the 'Build HTML' node to modify the report's appearance, add more data, or change the total calculation if needed. - Configure SendGrid: In the 'SendGrid' node, input your SendGrid API credentials, the desired
subject,toEmail, andfromEmailaddress. The 'contentValue' is automatically set to use the generated HTML. - Test and Activate: Run the workflow manually to test each step. Once satisfied, ensure the Cron trigger is active for automated execution.
Apps Used
Workflow JSON
{
"id": "fcf05d1d-f725-49cc-9a21-12354f076993",
"name": "Automated Stock Portfolio Tracker and Reporter",
"nodes": 12,
"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: fcf05d1d-f725...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
Statistics
Related Workflows
Discover more workflows you might like
Automated Multi-Platform Social Media Publisher
Streamline your social media content creation and publishing with this n8n workflow. Simply fill out a web form with your caption, media (image or video), and target platforms, and let n8n automate the posting process across multiple social networks.
WhatsApp AI Assistant: LLaMA 4 & Google Search for Real-Time Insights
Instantly deploy a smart AI assistant on WhatsApp, powered by Groq's lightning-fast LLaMA 4 model. This workflow enables real-time conversations, remembers context, and provides up-to-date answers by integrating live Google Search results.
AI-Powered On-Page SEO Audit & Report Automation
Instantly generate comprehensive on-page SEO technical and content audits for any website URL. This AI-powered workflow automates the entire process, from scraping the page to delivering a detailed report directly to your inbox, empowering you to optimize for better search rankings and user engagement.