Automated AI Stock Analysis & Reporting Workflow

Transform Your Investment Strategy with Daily AI-Powered Stock Portfolio Analysis

Stop manually tracking your investments and missing critical market insights. This automated n8n workflow delivers comprehensive daily stock portfolio analysis directly to your inbox at 4 PM, combining your Google Sheets portfolio data with real-time market news and AI-generated insights from Groq LLM.

What This Workflow Does

This intelligent automation reads your complete portfolio from Google Sheets, including stock symbols, quantities, and pricing details. It automatically calculates essential performance metrics like invested value, current value, profit/loss, and return percentages for each holding.

For every stock in your portfolio, the workflow fetches the latest market news via RSS feeds, filters the most relevant updates, and processes this information through Groq's AI models. The LLM generates professional-grade analysis that evaluates performance trends, interprets news sentiment, and assesses each stock's impact on your overall portfolio health.

The final step delivers a professionally formatted portfolio report straight to your Gmail inbox, giving you actionable insights without any manual effort.

Perfect Use Cases

• Active Investors: Stay informed about portfolio performance and market developments affecting your holdings
• Financial Advisors: Generate automated client reports with AI-powered market analysis
• Investment Clubs: Share daily portfolio updates with comprehensive news context
• Busy Professionals: Monitor investments without spending hours on research and analysis

Technical Details

This workflow leverages key n8n nodes including Google Sheets integration for portfolio data management, RSS feed processing for market news aggregation, Groq LLM for AI-powered analysis, and Gmail for automated report delivery. Additional nodes like set, code, sort, wait, and limit ensure smooth data processing and workflow optimization.

Setup requires connecting your Google Sheets account, configuring RSS feed URLs, adding Groq API credentials, and setting your recipient email address. Once activated, the workflow runs automatically every day at 4 PM.