📊 Dynamic Portfolio Advisor – Daily Stock Market Intelligence with Google Sheets
📊 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. An n8n automation workflow template by Automate With Marc.
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