n8n Portfolio Price Alerts: Google Sheets, OpenAI & Telegram

Get automatic Telegram alerts for big daily moves in your Google Sheets portfolio

This n8n workflow watches your Google Sheets portfolio, calculates 1-day price changes using Yahoo Finance data, enriches notable movers with SEC EDGAR filings and Google News (via SerpAPI), then uses OpenAI (GPT-5) to generate a clear explanation and sends it to you in Telegram—with a log written back to your sheet.

What this workflow does

• Runs on schedule: executes on weekdays at 10:00, 14:00, and 18:00 (Europe/Berlin), and can also be triggered on demand via an Execute Workflow trigger.
• Reads your holdings: loads alert settings (Telegram chat ID and move threshold) and pulls each holding from the Google Sheets “portfolio” tab, resolving symbols via Yahoo Finance.
• Detects significant movers: fetches recent quotes from Yahoo Finance (in batches), pulls EUR FX rates from Frankfurter, calculates the 1-day move vs. the previous close, and de-duplicates repeat alerts within the same day.
• Enriches breach events: for holdings exceeding your percentage threshold, it attempts to resolve a US CIK and retrieves recent SEC EDGAR submission data, then fetches related Google News via SerpAPI.
• Generates evidence-based explanation: combines price move + SEC filings + news context, then asks OpenAI (GPT-5) to produce a Telegram-ready HTML explanation grounded in the retrieved evidence.
• Sends and logs: posts the formatted alert to your Telegram chat and appends a summary (timestamp, movers, preview) to the Google Sheets “finance_alert” tab.

Use cases

• Get timely alerts when stocks in your Sheets portfolio swing beyond your configured threshold.
• Automatically attach SEC EDGAR and recent Google News context to help explain why a move happened.
• Maintain an auditable alert history directly in Google Sheets.

Technical details

• Integrations: Telegram, Google Sheets, Yahoo Finance, Frankfurter, SerpAPI (Google News), SEC EDGAR, OpenAI (GPT-5).
• n8n nodes used (from workflow): if, set, code, telegram, http request, plus a sticky note.

Setup tip: Create a Telegram bot, add Telegram credentials in n8n, set your chat ID in the ⚙️ Config node, and ensure your sheet contains a portfolio tab (holdings) and a finance_alert tab (logging).