Google Sheets + Twelve Data + Groq AI Stock Risk Alert Workflow

Smart Stock Risk Alerts in Minutes

This workflow automatically reads your stock portfolio from Google Sheets, fetches real-time prices via API, calculates risk metrics (price drops and volatility) and sends AI-generated email alerts only when risks are detected. It helps you stay informed without being overwhelmed by unnecessary notifications.

Quick Implementation Steps

1. Connect your Google Sheets account and prepare your portfolio sheet.
2. Add your Twelve Data API key in the HTTP Request node.
3. Connect your Gmail account for sending alerts.
4. Configure thresholds in the Edit Fields – Config & Thresholds node.
5. Set up a Cron (Schedule Trigger) instead of manual execution.
6. Run the workflow and monitor alerts.

What It Does

This workflow automates stock portfolio monitoring by combining spreadsheet data, real-time market prices and AI-powered summaries. It reads your portfolio data from Google Sheets and processes each stock by fetching its current market price through an external API.

Once the data is enriched, the workflow calculates key risk indicators such as percentage price change and volatility. Based on predefined thresholds, it flags stocks that may require attention. Instead of sending raw data, it uses an AI model to generate a clean, human-readable summary.

The workflow ensures efficiency by sending alerts only when necessary, reducing noise and helping you focus on meaningful risks.

Who It's For

• Retail investors tracking personal portfolios
• Financial analysts monitoring stock risks
• Traders who want automated alerts
• Anyone using Google Sheets for stock tracking
• Users looking to integrate AI into financial workflows

Requirements

To use this workflow, you need:

• n8n account (self-hosted or cloud)
• Google Sheets account (OAuth2 connection required)
• Gmail account (OAuth2 connection required)
• Twelve Data API key (mandatory)
• Groq API access (for AI summary generation)

How It Works & Setup Guide

Step 1: Prepare Google Sheets

• Use a sheet named: Portfolio
• Range: A:E
• Required columns (in order):

Step 2: Connect Google Sheets

• Open Read Portfolio from Google Sheets node
• Authenticate using Google OAuth2
• Ensure:
  • Sheet ID is correct
  • Range is set to Portfolio!A:E

Step 3: Configure API (MANDATORY)

⚠️ This is a required setup step. The workflow will NOT work without it.

• Open Fetch Stock Prices node

• Update URL:

  https://api.twelvedata.com/price?symbol={{$json.symbol}}&apikey=YOUR_API_KEY

• Replace YOUR_API_KEY with your Twelve Data API key

Step 4: Configure Email Alerts (MANDATORY)

⚠️ You must configure the recipient email manually.

• Open Send Risk Alert Notification node
• Set:
  • sendTo → your email address
  • Subject is already set: Daily Stock Risk Alert

Step 5: Configure Thresholds

• Open Edit Fields – Config & Thresholds node
• Default values:
  • drop_threshold = -5 → triggers alert if price drops ≥ 5%
  • volatility_threshold = 3 → triggers alert if volatility ≥ 3%

Adjust these based on your risk tolerance.

Step 6: Enable Scheduling

The workflow is designed for scheduled execution.

• Replace Manual Trigger with Cron Node
• Example schedule:
  • Daily at 9 AM
  • Every hour during market hours

Step 7: Execute Workflow

• Run once manually for testing
• Activate workflow for automation

How It Works (Flow Summary)

1. Reads portfolio data from Google Sheets
2. Adds configuration thresholds
3. Loops through each stock
4. Fetches real-time prices (with delay to avoid rate limits)
5. Merges portfolio + price data
6. Computes:
   • Price change %
   • Volatility
7. Flags risky stocks
8. Filters only flagged items
9. Formats data into readable text
10. Uses AI (Groq model) to generate summary
11. Sends email alert

How To Customize Nodes

• Edit Fields – Config & Thresholds
  Adjust sensitivity of alerts

• Wait 8 Seconds Before request
  Modify delay based on API rate limits

• Compute Risk Logic
  Add new conditions (e.g., stop-loss, sector-based alerts)

• Generate Risk Summary
  Customize prompt for different tone or format

• Send Risk Alert Notification
  Change subject or email structure

Add-ons (Extend This Workflow)

• Add Slack/Telegram alerts instead of email
• Store alerts in a database (PostgreSQL / Airtable)
• Add historical tracking & charts
• Integrate multiple APIs for redundancy
• Add portfolio performance analytics dashboard
• Enable multi-user alerts

Use Case Examples

1. Daily Portfolio Monitoring

Automatically receive alerts for risky stocks each day

1. Intraday Risk Tracking

Run hourly to track sudden market movements

1. High Volatility Detection

Identify stocks with unstable price behavior

1. Loss Prevention Alerts
   Get notified when stocks drop beyond safe thresholds

2. Sector-Based Monitoring
   Track risk exposure across industries

There can be many more use cases depending on how you customize thresholds and logic.

Troubleshooting Guide

Need Help?

If you need assistance with:

• Setting up this workflow
• Customizing risk logic
• Adding advanced features
• Integrating additional APIs
• Building similar automation workflows

We’re here to help!

👉 Contact our n8n developes at WeblineIndia for expert support in building scalable, AI-powered automation solutions tailored to your needs.