AI Portfolio Analysis & Reporting using Google Sheets, RSS, Groq LLM & Gmail

This n8n workflow automatically analyzes your stock portfolio every day at 4 PM. It fetches portfolio data from Google Sheets, enriches it with latest market news via RSS, generates AI-powered stock insights using LLM models and sends a professional portfolio report directly to your email.

Quick Implementation Steps

1. Import the workflow into your n8n account
2. Connect Google Sheets account and map your portfolio sheet
3. Add a valid RSS feed URL in the news node
4. Configure Groq API credentials for AI nodes
5. Set your recipient email in Gmail node
6. Activate the workflow

What It Does

This workflow provides a fully automated system for analyzing your stock portfolio using both quantitative data and qualitative insights. It starts by reading your portfolio data from Google Sheets, including stock symbols, quantities and pricing details. It then calculates key performance metrics such as invested value, current value, profit/loss and return percentage for each stock.

Each stock is processed individually. The workflow fetches recent news articles from an RSS feed, filters the most relevant updates and combines them with stock performance data. Using an AI model, it generates professional-grade insights that evaluate performance, interpret news sentiment and assess the stock’s impact on your portfolio.

After analyzing all stocks, the workflow aggregates the insights and generates a high-level portfolio summary. This includes overall performance, key drivers, risks and strategic outlook. Finally, everything is formatted into a clean report and delivered via email automatically.

Who It's For

• Retail investors tracking their personal portfolios
• Financial analysts looking for automated insights
• Portfolio managers needing quick daily summaries
• Traders who want news-driven analysis
• Anyone interested in combining AI with investment tracking

Requirements to Use This Workflow

• n8n login (self-hosted or cloud)
• Google Sheets account with portfolio data
• Groq API credentials (for LLM access)
• Gmail account (for sending reports)
• RSS feed URL for stock/market news

How It Works & Setup Guide

Step 1: Schedule Trigger

• The workflow runs automatically every day at 4 PM
• No manual intervention required once activated

Step 2: Configure Google Sheets

• Connect your Google Sheets account
• Use the following structure:

Step 3: Portfolio Metrics Calculation

• Automatically calculates:
  • Invested Value
  • Current Value
  • Profit/Loss (PnL)
  • Return Percentage

Step 4: Stock Iteration

• Each stock is processed individually using batch iteration

Step 5: Configure RSS Feed

• Add a valid RSS feed URL in “Fetch Stock News (RSS)” node
• This is required to fetch latest market news

Step 6: AI Stock-Level Analysis

• Connect Groq credentials
• AI evaluates:
  • Performance strength
  • News sentiment
  • Portfolio impact
  • Actionable stance

Step 7: Rate Limiting

• A wait node ensures API rate limits are respected

Step 8: Aggregate Insights

• Combines all stock-level AI outputs into structured data

Step 9: Portfolio-Level AI Analysis

• Generates:
  • Overall portfolio view
  • Key drivers
  • Risks
  • Strategy

Step 10: Report Formatting

• Converts structured data into a readable text report

Step 11: Email Delivery

• Configure recipient email in Gmail node
• Sends final report automatically

How To Customize Nodes

• Google Sheets Node

Modify sheet ID or add more columns as needed

• RSS Node

Replace with any preferred financial news feed

• AI Prompts

Adjust prompts to match your analysis style in:

• “Generate Stock Insight”

• “Generate Portfolio Insight”

• Wait Node

Adjust delay if hitting API limits

• Email Node

Change subject, format or switch to Slack/Telegram

Add-ons (Extend Functionality)

• Add Slack or Microsoft Teams notifications
• Store historical reports in a database
• Add stock price API for real-time updates
• Include charts or visual dashboards
• Integrate risk scoring or alerts

Use Case Examples

1. Daily automated portfolio performance tracking
2. News-driven investment monitoring
3. AI-assisted portfolio review for decision support
4. Risk identification in multi-stock portfolios
5. Generating investor-ready summary reports

There can be many more use cases depending on how you customize the workflow.

Troubleshooting Guide

Need Help?

If you need assistance setting up this workflow, customizing AI prompts or building advanced automation solutions, our n8n automation developers at WeblineIndia are here to help.

Whether you want to extend this workflow with dashboards, alerts or deeper analytics, feel free to reach out and get expert support.