Track multi-broker investment portfolio with Google Sheets and Telegram alerts

All-in-One Portfolio Tracker & Telegram Finance Updates Workflow for n8n: Multi-Broker, Real-Time, Global 🚀

Overview

Take control of all your investments—across multiple brokers and platforms—in one place, with live updates sent directly to your Telegram! 🌍💸 This n8n template brings together Google Sheets and Telegram so you can track your complete finance portfolio with ease, whether you’re in the US market, India, or anywhere in the world.

🔧 Built By - akash@codescale.tech

How This Workflow Works

- Tracks your investments across multiple brokers, platforms, or asset types. - Automatically sends updates to your Telegram account—see daily Profit & Loss (P&L), changes, and total returns in a rich, emoji-filled report. - Works globally, with a sample provided for the US market, but can be configured for any country and broker. - Schedule automated updates (e.g., market close/open) or get real-time insights on demand with Telegram commands.

Highlights & Features

- 📊 Unified Dashboard: Integrate all your broker data in one Google Sheet for effortless monitoring (Google Sheet Link - https://docs.google.com/spreadsheets/d/1dakq9EhU8GrDgBsk82KvAen0N1P3FySAwNHFtG2lsLI/edit?usp=sharing) - 🤖 Interactive Telegram Bot: Send /total or a specific broker’s name in the Telegram chat to get instant, formatted portfolio summaries. - ⏰ Automatic Notifications: Receive scheduled P&L summaries at market open and close. - 🗂️ Customizable for Any Region or Broker: Just update your Google Sheet with the platforms or brokers you use—including those in the US, Europe, Asia, etc. - 🔐 Secure and Private: Only your pre-set Telegram user or chat receives the sensitive financial update.