Answer wealth management portfolio questions with Google Sheets, live prices and Google Gemini

(Wealth Management) Client Question → Instant Answer Assistant (n8n + Google Sheets + AI + API)

This workflow allows users to ask portfolio-related questions in a simple format (C001: your question). It validates the input, fetches client data and holdings from Google Sheets, retrieves live market prices via API, calculates portfolio performance and generates a short AI-powered response.

Quick Implementation Steps

1. Connect Google Sheets (clients, holdings, interactionlogs) 2. Configure Get Live Prices API endpoint 3. Add credentials for Generate AI Answer (Google Gemini) 4. Ensure input format: C001: your question 5. Run test cases (valid + invalid inputs)

What It Does

This workflow acts as an intelligent financial assistant that responds to client portfolio queries in real time. It starts by receiving a chat message through the When chat message received node and processes it using Parse Client Message to extract the client ID and question.

Once validated, it retrieves client details using Get Client Profile and portfolio holdings via Get Client Holdings. It then fetches live stock prices through the Get Live Prices API and merges all data using Merge Portfolio Data to compute metrics like invested value, current value, profit/loss and returns.

Finally, the workflow builds a structured prompt in Build AI Prompt and generates a concise response using Generate AI Answer, ensuring the reply is accurate, controlled and based only on available data.