Analyze client portfolio diversification using Google Sheets, OpenAI and Slack

Client Portfolio Diversification Check using n8n, Google Sheets, OpenAI & Slack

This n8n workflow automatically analyzes client portfolio data from Google Sheets, evaluates sector allocation, risk level and diversification quality and generates AI-powered insights. It also sends real-time alerts to Slack for invalid data and overexposed sectors while saving reports back to Google Sheets.

Quick Implementation Steps

1. Create a Google Sheet with columns: Stock, Sector, Investment 2. Add another sheet for reports with columns: timestamp, riskLevel, diversificationLevel, report 3. Connect Google Sheets credentials in n8n 4. Add your OpenAI API key 5. Connect Slack OAuth and select a channel 6. [Activate the workflow](https://n8n.partnerlinks.io/om1efg2qgvwi)

What It Does

This workflow continuously monitors client portfolio data by fetching records from Google Sheets every hour. It cleans and validates the data, ensuring that only meaningful entries (valid sector and investment values) are processed. Any invalid entries are immediately flagged and reported via Slack.

Once validated, the workflow performs financial analysis by grouping investments by sector, calculating allocation percentages and determining the portfolio's risk level. It also detects overexposure in sectors exceeding 40% allocation and calculates a diversification score to measure balance.

To enhance decision-making, the workflow leverages AI to generate concise portfolio insights and actionable recommendations. These insights, along with computed metrics, are formatted into a report, sent to Slack and stored in Google Sheets for future reference.