Personal AI Stock Analyst: Daily Market Insights with Grok-4 & Perplexity
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Transform your investment strategy with a personal AI stock analyst. This workflow automatically fetches your stock holdings, analyzes daily market news with Grok-4 and Perplexity, and delivers personalized buy/sell recommendations directly to your inbox every morning.
About This Workflow
Elevate your financial game with the Personal AI Stock Analyst workflow. Designed for busy investors, this powerful automation leverages the advanced capabilities of xAI's Grok-4 to process and understand complex market dynamics. Daily at 10 AM, it connects to your Google Sheet portfolio, then uses Perplexity to scour the latest 24-hour stock news. Grok-4 meticulously analyzes this information against your holdings, identifying impacts and generating actionable insights. Finally, a concise, email-ready summary of market movements, portfolio effects, and expert buy/sell/hold recommendations arrives in your inbox, empowering you to make informed decisions effortlessly.
Key Features
- Automated Daily Market Briefings: Receive a tailored stock market update and portfolio analysis in your inbox every morning.
- Advanced AI Analysis (Grok-4): Leverage xAI's Grok-4 to intelligently analyze market news and provide deep insights on its impact on your specific stock holdings.
- Real-time News Integration (Perplexity): Stay informed with the latest 24-hour stock market news, intelligently summarized and linked to your portfolio.
- Personalized Recommendations: Get specific buy/sell/hold recommendations based on current market trends and your existing investments.
- Seamless Portfolio Sync: Connect directly to your Google Sheet to automatically fetch and update your current stock holdings.
How To Use
- Set Up Credentials: Begin by configuring your credentials for xAI Grok API, Perplexity API, Google Sheets OAuth2, and Gmail OAuth2.
- Prepare Your Google Sheet: Create a Google Sheet containing your stock holdings. A template is provided here. Configure the 'Stock Holdings Portfolio' node to connect to your specific spreadsheet.
- Customize Email Output: In the 'Gmail' node, update the
sendTofield with your desired email address to receive the daily reports. - Adjust Schedule (Optional): Modify the 'Schedule Trigger' node if you wish to receive your daily updates at a time other than 10 AM.
- Activate Workflow: Once configured, activate the workflow to start receiving your automated, AI-powered stock investment analyses.
Apps Used
Workflow JSON
{
"id": "56f5aa03-31b4-468b-be85-047479dd3dc3",
"name": "Personal AI Stock Analyst: Daily Market Insights with Grok-4 & Perplexity",
"nodes": 28,
"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: 56f5aa03-31b4...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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