Automated Portfolio Summary with Google Sheets & AI

Transform your investment tracking into a fully automated portfolio monitoring system that delivers AI-powered insights directly to your inbox. This n8n workflow automatically analyzes your stock portfolio whenever you add new holdings to Google Sheets, providing real-time valuations, market news, and intelligent summaries without any manual effort.

What this workflow does

Every time you add a new stock entry to your Google Sheets portfolio (including stock name, quantity, and purchase price), this automation springs into action. It fetches live stock prices to calculate current market values and profit/loss positions for each holding. The workflow then pulls relevant news articles using NewsAPI to provide context around market movements and performance drivers.

Google Gemini AI processes all this data to generate a comprehensive, human-friendly portfolio summary that highlights overall performance trends and key insights. The complete report is automatically delivered to your email via Gmail, giving you professional portfolio analysis without the manual work.

Use cases

• Personal investors wanting automated portfolio tracking and performance reporting
• Financial advisors managing multiple client portfolios with regular update requirements
• Investment clubs needing systematic portfolio monitoring and member communications
• Small wealth management firms seeking cost-effective portfolio reporting automation
• Day traders requiring quick portfolio snapshots with relevant market news context

Technical details

This workflow integrates Google Sheets as the trigger and data source, NewsAPI for stock-related news gathering, and Google Gemini AI for intelligent summary generation. Gmail handles automated report delivery, while built-in n8n nodes including Set, Code, Wait, and Merge orchestrate the data processing flow.

Setup requires connecting your Google Sheets trigger, adding your NewsAPI key, configuring Google Gemini API credentials, and linking your Gmail account. Once configured, simply add stock entries to your sheet and receive automated portfolio summaries via email.