Dynamic Portfolio Advisor: Personalized Daily Stock Market Intelligence
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Gain an edge in the market with this n8n workflow that provides a daily, AI-powered stock market intelligence briefing. It analyzes real-time news, cross-references it with your Google Sheets portfolio, and delivers personalized insights, risk alerts, and actionable trade suggestions directly to your Telegram.
About This Workflow
Tired of sifting through endless market news? The Dynamic Portfolio Advisor is your personal market analyst, automating your daily market intelligence. This sophisticated n8n workflow fetches real-time stock market news using Perplexity AI, then processes it through a powerful OpenAI GPT-4.1 model. Crucially, it integrates with your personal portfolio holdings stored in Google Sheets to provide hyper-personalized analysis, identifying opportunities and risks specific to your investments. Receive a concise yet comprehensive briefing directly via Telegram, complete with key headlines, potential trading opportunities, critical headwinds, and actionable buy/sell/hold recommendations. Stay informed, stay ahead.
Key Features
- Daily Automated Market Briefings: Receive a concise stock market intelligence report every day at your preferred time.
- AI-Powered Personalized Portfolio Analysis: Leverages OpenAI's advanced AI to analyze market news in the context of your specific Google Sheets portfolio holdings.
- Real-time News & Opportunity Spotting: Utilizes Perplexity AI for the most current market data, identifying potential investing or trading opportunities.
- Actionable Trade Suggestions & Risk Alerts: Get clear recommendations (buy/sell/hold), rebalancing ideas, and warnings about key risks or headwinds.
- Customizable Delivery: Your daily intelligence briefing is delivered directly to your Telegram chat, with options for other messaging apps.
How To Use
- Schedule Trigger: Configure the
Schedule Triggernode to set your desired daily briefing time (default is 10 AM). - Google Sheets (Portfolio Holdings): Set up your Google Sheets credential for the
Portfolio Holdingsnode and ensure your stock holdings data is accessible in a Google Sheet. - OpenAI Chat Model: Provide your OpenAI API credential for the
OpenAI Chat Modelnode to enable advanced AI analysis (usesgpt-4.1). - Perplexity: Configure your Perplexity API credential for the
Perplexitynode to fetch real-time stock market news. - Telegram: Input your Telegram API credential and the
chatIdin theTelegramnode parameters to receive the daily briefings directly.
Apps Used
Workflow JSON
{
"id": "58c9e6ad-545f-45bf-a189-ad233b26b74d",
"name": "Dynamic Portfolio Advisor: Personalized Daily Stock Market Intelligence",
"nodes": 7,
"category": "Personal",
"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: 58c9e6ad-545f...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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