Generate client portfolio summaries using Google Sheets, NewsAPI, Gemini and Gmail

Client Portfolio Summary Generator

> Google Sheets, NewsAPI, Gemini AI & Gmail

This workflow automatically analyzes your stock portfolio whenever a new row is added to Google Sheets. It fetches live stock prices, calculates gains/losses, gathers relevant news, generates a simple AI-powered summary and emails the report to you.

Quick Implementation Steps

1. [Login to your n8n account](https://n8n.partnerlinks.io/om1efg2qgvwi) 2. Connect your Google Sheets Trigger to your portfolio sheet. 3. Add your NewsAPI key in the “Fetch Stock News” node. 4. Configure Google Gemini API credentials. 5. Connect your Gmail account for email delivery. 6. Add stock entries (Name, Quantity, Purchase Price) in Google Sheets. 7. Sit back >> your portfolio summary will be emailed automatically.

What It Does

This workflow automates end-to-end portfolio monitoring and reporting. Whenever a new stock entry is added to your Google Sheet, it triggers a sequence of actions that fetch real-time stock prices and calculates the current value and profit/loss for each holding.

In addition to numerical analysis, the workflow enriches your portfolio insights by pulling the latest news articles related to each stock. This provides valuable context behind market movements, helping users better understand performance drivers.