š Dynamic Portfolio Advisor ā Daily Stock Market Intelligence with Google Sheets Description: This advanced AI-powered n8n workflow automatically delivers a daily market intelligence briefing tailored to your stock holdings portfolio stored in Google Sheets. It uses real-time data from Perplexity AI, combines it with your portfolio, and generates personalized insights, risk alerts, and trade suggestions ā all delivered via Telegram or any messaging app of your choice. For step-by-step build of workflows like this, check out: https://www.youtube.com/@Automatewithmarc āļø How It Works: š Daily Trigger āStarts every day at a scheduled time (default: 10 AM) to fetch the most recent market data. š Holdings Fetch āReads your current portfolio dynamically from Google Sheets ā no hardcoding required. š§ AI Analysis Agent āCombines: Market headlines Company-specific developments Macroeconomic updates āAnd analyzes how they might affect your holdings. š Perplexity Web Research Tool āFinds and summarizes the most relevant stock market news from the past 24 hours. š¬ Telegram Delivery āSends a customized summary of: Market highlights Asset-specific impacts Opportunities and risks Actionable trade ideas (buy/sell/hold) š ļø Tools & Integrations: Google Sheets (live holdings feed) Perplexity AI (real-time market research) OpenAI GPT (financial summarization) Telegram (output, customizable) š” Use Cases: Portfolio-aware market intelligence Automated investor briefing assistant Risk alert + opportunity scanner Daily trade idea generator Finance bloggers or equity analysts streamlining prep work šNote: You can easily replace Telegram with Slack, Email, Notion, or any output tool supported by n8n. This template is perfect for active investors, financial advisors, or automation-savvy traders who want to turn AI and data into actionable daily signals.
