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Automated US Stock Portfolio Analysis with Telegram, Perplexity AI & PDF Reports

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Created by: Solido AI || solidoai

Solido AI

Last update

Last update 9 hours ago

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System Architecture
Two integrated N8N workflows providing automated US stock portfolio management through Telegram:

FLOW 1: Conversational Portfolio Manager

  • Telegram bot for interactive portfolio management
  • PDF upload & analysis via LlamaIndex Cloud API
  • Natural language portfolio updates via GPT-4.1-mini
  • Real-time user registration and data management

FLOW 2: Automated Weekly Reports

  • Schedule-triggered weekly analysis (every 7 days)
  • Perplexity AI sonar-deep-research for market analysis
  • Professional PDF report generation via PDFco
  • Automatic Telegram delivery to all registered users