Automate Dividend Reports with Telegram & Google Gemini

Automate Dividend Reports with Telegram & Google Gemini

Unlock seamless dividend report automation with our cutting-edge n8n workflow, designed to integrate Telegram's messaging service with the advanced capabilities of Google Gemini. This powerful automation enables swift investment analysis and personalized portfolio reports, delivered directly to your Telegram chat, optimizing your financial tracking and decision-making processes.

What this workflow does

• Triggers upon receiving a new Telegram message, ensuring prompt processing.
• Validates the Telegram chat ID against an allowlist, permitting only approved users to activate this workflow.
• Interprets the message content to extract investment capital and a risk strategy, differentiating between conservative, moderate, and aggressive approaches.
• Constructs a tailored investment portfolio based on predefined dividend ETF/stock allocations, enhancing each holding with predetermined dividend yields and risk values.
• Calculates both monthly and annual income per holding and aggregates this data into a comprehensive portfolio summary, complete with total income and portfolio yield.
• Generates a concise DividendIQ report using Google Gemini's AI capabilities, formatted specifically for Telegram compatibility, and sends it back to the designated chat.

Use cases

• Financial advisors can effortlessly provide clients with customized investment reports via Telegram, saving time and enhancing service efficiency.
• Individual investors looking to track and optimize their dividend income can use this workflow for quick, automatically-generated updates on their portfolio performance.
• Automation engineers and SaaS operators can leverage this workflow to integrate real-time financial insights into broader business intelligence systems.

Technical details

• Integrations and nodes used: Telegram, Google Gemini, code, switch, sticky note, n8nn8n-nodes-langchainagent, telegram trigger.
• Setup involves creating a Telegram bot with @BotFather, configuring authentication settings, and integrating Google Gemini (PaLM) API credentials.