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📊 Dynamic Portfolio Advisor – Daily Stock Market Intelligence with Google Sheets
Description:
This advanced AI-powered n8n workflow automatically delivers a daily market intelligence briefing tailored to your stock holdings portfolio stored in Google Sheets. It uses real-time data from Perplexity AI, combines it with your portfolio, and generates personalized insights, risk alerts, and trade suggestions — all delivered via Telegram or any messaging app of your choice.
For step-by-step build of workflows like this, check out:
https://www.youtube.com/@Automatewithmarc
⚙️ How It Works:
🕒 Daily Trigger
Starts every day at a scheduled time (default: 10 AM) to fetch the most recent market data.
📈 Holdings Fetch
Reads your current portfolio dynamically from Google Sheets — no hardcoding required.
🧠 AI Analysis Agent
Combines:
Market headlines
Company-specific developments
Macroeconomic updates
And analyzes how they might affect your holdings.
🔍 Perplexity Web Research Tool
Finds and summarizes the most relevant stock market news from the past 24 hours.
💬 Telegram Delivery
Sends a customized summary of:
Market highlights
Asset-specific impacts
Opportunities and risks
Actionable trade ideas (buy/sell/hold)
🛠️ Tools & Integrations:
Google Sheets (live holdings feed)
Perplexity AI (real-time market research)
OpenAI GPT (financial summarization)
Telegram (output, customizable)
💡 Use Cases:
Portfolio-aware market intelligence
Automated investor briefing assistant
Risk alert + opportunity scanner
Daily trade idea generator
Finance bloggers or equity analysts streamlining prep work
📍Note: You can easily replace Telegram with Slack, Email, Notion, or any output tool supported by n8n.
This template is perfect for active investors, financial advisors, or automation-savvy traders who want to turn AI and data into actionable daily signals.