Automate Portfolio Risk Reports with n8n & Google Sheets

Automate Portfolio Risk Reports with n8n & Google Sheets

Streamline your investment analysis with our intelligent n8n workflow that connects seamlessly with Google Sheets to automate portfolio risk reporting. Ideal for n8n users, automation engineers, and SaaS operators, this solution optimizes your workflow by calculating risk metrics, generating insightful HTML reports with OpenAI, and dispatching them via Gmail. Save time, reduce errors, and make informed investment decisions with ease.

What This Workflow Does

• Receive Portfolio Requests: Capture detailed investor requests through an n8n Form, including the base currency and Google Sheet ID.
• Portfolio Data Aggregation: Extract holdings data from a Google Sheets document and compile it into a comprehensive portfolio dataset.
• Risk Analysis: Calculate essential metrics such as market value, allocations, sector and asset-class breakdowns, and a standardized 0–100 risk score.
• AI-Powered Reporting: Utilize OpenAI to transform data into a structured risk narrative, complete with tables and risk alerts.
• Email Dissemination: Assemble a branded HTML report and send it to investors through Gmail.
• Audit Log Maintenance: Automatically append a summary entry to your Google Sheets “Analysis Log” for easy auditing and record-keeping.

Use Cases

• For Fund Managers: Expedite the generation of accurate risk reports for numerous portfolios, allowing you to focus on strategy rather than data entry.
• Investment Consultancies: Provide clients with up-to-date risk analyses to strengthen your service offering and build their confidence in your expertise.
• Automated Reporting Systems: Integrate this workflow into existing systems for automated, regularized risk reporting without manual intervention.

Technical Details

• Integration Nodes Used: Google Sheets, OpenAI, Gmail, Aggregate, Sticky Note, Form Trigger, Code.
• Setup Requirements: Configure a Google Sheet with a “Portfolio” tab, OAuth2 credentials, and OpenAI API credentials for seamless operations.

Optimize your portfolio management process with our n8n automation workflow and deliver insightful risk analyses that empower smarter investment decisions.