Analyze your stock portfolio daily using Google Sheets, RSS, Groq LLM and Gmail

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](https://n8n.partnerlinks.io/om1efg2qgvwi) 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.