Track investments using Baserow and n8n

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2/3/2026

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This workflow uses a number of technologies to track the value of ETFs, stocks and other exchange-traded products:

Baserow: To keep track of our investments
n8n’s Cron node: To trigger the workflow compiling our daily morning briefing
Webscraping: The HTTP Request & HTML Extract nodes to fetch up-to-date prices from the relevant stock exchange and structure this infromation
Javascript: We’ll use the Function node to build a custom HTML body with all the relevant information
Sendgrid: The Email Service Provider in this workflow to send out our email

Thanks to n8n, the steps in this workflow can easily be changed. Not a Sendgrid user? Simply remove the Sendgrid node and add a Gmail node instead. The stock exchange has a REST API? Just throw away the HTML Extract node.

Here’s how it works:

Data Source

In this scenario, our data source is Baserow. In our table, we’ll track all information needed to identify each investment product:

We have two text type columns (Name and ISIN) as well as two number type columns (Count and Purchase Price).

Workflow

Nodes

1. Cron

The Cron node will trigger our workflow to run each work day in the morning hours.

2. Baserow

The Baserow node will fetch our investments from the database table shown above.

3. HTTP Request

Using the HTTP Request node we can fetch live data from the stock exchange of our choice based on the ISIN. This example uses Tradegate, which is used by many German fintechs. The basic approach should also work for other exchanges, as long as they provide the required data to the public.

4. HTML Extract

Since our HTTP Request node fetches full websites, we’re using the HTML Extract node to extract the information we’re looking for from each website. If an exchange other than Tradegate is used, the selectors used in this node will most likely need to be updated.

5. + 6. Set

The Set nodes helps with setting the exact columns we’ll use in our table. In this case we’re first formatting the results from our exchange, then calculate the changes based on the purchase price.

7. Function

Here were using a bit of Javascript magic to build an HTML email. This is where any changes to the email content would have to be made.

8. Sendgrid

Finally we send out the email built in the previous step. This is where you can configure sender and recipients.

Result

The basic email generated by this workflow will look like so:

Investment Tracker and Alerting with n8n and Baserow

This n8n workflow automates the process of tracking investment data from a web source, storing it in Baserow, and sending email alerts based on predefined conditions. It's designed to keep you informed about your investments without manual intervention.

What it does

This workflow performs the following actions:

Triggers on a schedule: The workflow runs periodically based on a cron schedule (e.g., daily, hourly).
Fetches Investment Data: It makes an HTTP request to a specified URL (likely an investment tracking page or API) to retrieve raw investment data.
Extracts Relevant Information: It uses an HTML Extract node to parse the HTML response from the HTTP request and pull out specific data points related to your investments.
Transforms Data: A Function node processes the extracted data, likely performing calculations or reformatting it for storage and analysis.
Stores Data in Baserow: The processed investment data is then stored or updated in a Baserow database table.
Prepares Email Content: An "Edit Fields (Set)" node prepares the data for an email, potentially formatting the investment details or alert messages.
Sends Email Alerts: Finally, it uses SendGrid to send an email notification, presumably containing the investment updates or alerts based on the data.

Prerequisites/Requirements

To use this workflow, you will need:

n8n Instance: A running n8n instance to host and execute the workflow.
Baserow Account: An account with Baserow and a pre-configured database and table to store your investment data. You'll need an API token for authentication.
SendGrid Account: An account with SendGrid for sending email notifications. You'll need an API key for authentication.
Target Investment URL: The URL of the webpage or API endpoint from which you want to scrape or retrieve investment data.
Basic JavaScript knowledge (optional but helpful): For customizing the Function node's logic.

Setup/Usage

Import the workflow: Download the JSON provided and import it into your n8n instance.
Configure Credentials:
- Baserow: Set up a Baserow credential with your API token. You'll need to specify the database ID and table ID within the Baserow node's configuration.
- SendGrid: Set up a SendGrid credential with your API key. Configure the "To" and "From" email addresses, subject, and body in the SendGrid node.
Configure Cron Trigger: Adjust the Cron node to your desired schedule for checking investment data (e.g., * * * * * for every minute, 0 9 * * * for daily at 9 AM).
Configure HTTP Request: Update the HTTP Request node with the URL of the investment page or API you want to monitor.
Configure HTML Extract: Adjust the CSS selectors in the HTML Extract node to correctly parse the specific investment data points from your target URL's HTML.
Customize Function Node: Modify the JavaScript code in the Function node to process the extracted data as needed. This is where you'd add logic for calculating changes, setting alert conditions, etc.
Configure Edit Fields (Set) Node: Adjust the fields in the Edit Fields node to structure the data exactly as you want it to appear in your Baserow table and SendGrid email.
Activate the Workflow: Once configured, activate the workflow to start tracking your investments automatically.

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