{"product_id":"automated-portfolio-summary-with-google-sheets-ai","title":"Automated Portfolio Summary with Google Sheets \u0026 AI","description":"\u003cp\u003eTransform 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.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cp\u003eEvery 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.\u003c\/p\u003e\n\n\u003cp\u003eGoogle 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.\u003c\/p\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003ePersonal investors wanting automated portfolio tracking and performance reporting\u003c\/li\u003e\n\u003cli\u003eFinancial advisors managing multiple client portfolios with regular update requirements\u003c\/li\u003e\n\u003cli\u003eInvestment clubs needing systematic portfolio monitoring and member communications\u003c\/li\u003e\n\u003cli\u003eSmall wealth management firms seeking cost-effective portfolio reporting automation\u003c\/li\u003e\n\u003cli\u003eDay traders requiring quick portfolio snapshots with relevant market news context\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cp\u003eThis 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.\u003c\/p\u003e\n\n\u003cp\u003eSetup 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.\u003c\/p\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45475745169587,"sku":"N8N-15338","price":43.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/15uadfJ9IC9HBfOmQaRwn_10cf6cf2d9234c80afa4d5846dec68a2.jpg?v=1777314514","url":"https:\/\/buyflowscripts.com\/products\/automated-portfolio-summary-with-google-sheets-ai","provider":"N8N Commerce","version":"1.0","type":"link"}