Diversify Commodity Portfolio with Google Sheets & Gmail Automation

Diversify Your Commodity Portfolio with Seamless Google Sheets & Gmail Automation

Supercharge your commodity investment strategy with a sophisticated n8n workflow designed for automation enthusiasts and finance professionals alike. This powerful tool reads your portfolio from Google Sheets, retrieves the latest commodity prices and trends, evaluates diversification risks, and meticulously crafts a comprehensive HTML report, emailing it to you via Gmail. Stay ahead of market trends with timely insights and actionable recommendations, all without lifting a finger.

What This Workflow Does

• Portfolio Analysis: Initiate your analysis by manually loading configuration values to read your current gold, silver, and oil holdings from Google Sheets.
• Real-Time Price Fetching: Access up-to-the-minute commodity prices, with gold and silver in INR from GoldAPI and crude oil in USD from the EIA. Ensure accuracy by automatically converting oil prices to INR.
• Market Trend Assessment: Utilize Twelve Data to evaluate and label gold market trends as UP or DOWN based on recent closing prices.
• Risk Evaluation: Calculate allocation percentages and Herfindahl-Hirschman Index (HHI) score for concentration risk from your holdings data.
• Comprehensive Reporting: Integrate with Google Gemini for in-depth risk assessments and rebalancing advice, and generate a detailed HTML report delivered straight to your inbox.

Use Cases

• Investment Portfolio Managers: Automatically assess and communicate commodity portfolio health and market trends regularly to stakeholders.
• Financial Analysts: Use up-to-date commodity pricing data to enhance reports and financial models.
• SaaS Operators: Integrate standardized risk evaluations into client deliverables for added value and streamlined operations.

Technical Details

• Integrations: Seamlessly works with Google Sheets, Gmail, GoldAPI, U.S. EIA API, Twelve Data, and Google Gemini.
• n8n Nodes Used: if, set, code, Gmail, merge, sticky note.
• Setup Requisites: Requires API keys for GoldAPI, the EIA, and Twelve Data. Users must connect their Google Sheets and update spreadsheets accordingly.