Automate Portfolio Risk Reporting with n8n & Google Sheets

Streamline Your Portfolio Risk Reporting with n8n & Google Sheets

Effortlessly automate your portfolio risk reporting with the innovative n8n workflow combined with the power of Google Sheets. Perfect for busy finance professionals and automation engineers, this workflow takes the hassle out of generating comprehensive risk reports. Say goodbye to manual data crunching and hello to automated insights.

What this workflow does

• Receive Data: Trigger a POST webhook request with your portfolio source type, user name, and email.
• Load Holdings: Input data from a base64-encoded CSV file or fetch directly from Google Sheets.
• Calculate Metrics: Determine portfolio totals, asset allocation, concentration risk, and identify top gainers/losers.
• Generate Reports: Leverage OpenAI to craft a detailed HTML risk report complete with analysis.
• Email Results: Dispatch a polished HTML email through Gmail, delivering real-time insights to users.
• Handle Exceptions: Automatically notify of any data issues or report generation failures via email.

Use Cases

• Financial Advisors: Utilize enhanced reporting capabilities to provide clients with data-driven investment insights quickly.
• Automation Engineers: Integrate this workflow into larger systems to streamline financial reporting tasks.
• SaaS Operators: Improve service offerings by automating risk assessments and reports for your clients.

Technical Details

• Tech Stack Used: This workflow employs a combination of n8n nodes, including if, set, code, webhook, and aggregate nodes.
• APIs & Integrations: Seamlessly integrates with Google Sheets for data input, OpenAI for report generation, and Gmail for communication.
• Setup Requirements: You need to create and connect credentials for Google Sheets OAuth2, OpenAI, and Gmail OAuth2. Configure your webhook endpoint by sending POST requests to the /portfolio-analyze path.