Stock portfolio analysis with Perplexity AI, GPT-4, and 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 h...
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📊 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.