Stock portfolio analysis with Perplexity AI, GPT-4, and Google Sheets
📊 Dynamic Portfolio Advisor – 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 — 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
⚙️ How It Works: 🕒 Daily Trigger Starts every day at a scheduled time (default: 10 AM) to fetch the most recent market data.
📈 Holdings Fetch Reads your current portfolio dynamically from Google Sheets — no hardcoding required.
🧠 AI Analysis Agent Combines:
Market headlines
Company-specific developments
Macroeconomic updates And analyzes how they might affect your holdings.
🔍 Perplexity Web Research Tool Finds and summarizes the most relevant stock market news from the past 24 hours.
💬 Telegram Delivery Sends a customized summary of:
Market highlights
Asset-specific impacts
Opportunities and risks
Actionable trade ideas (buy/sell/hold)
🛠️ Tools & Integrations: Google Sheets (live holdings feed)
Perplexity AI (real-time market research)
OpenAI GPT (financial summarization)
Telegram (output, customizable)
💡 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
📍Note: 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.
n8n AI Agent for Telegram Chat
This n8n workflow demonstrates a basic setup for an AI conversational agent that interacts with users via Telegram. It utilizes n8n's LangChain integration to provide a simple, stateful chat experience.
Description
This workflow creates a Telegram bot that can hold a conversation using an AI agent. It listens for incoming messages on Telegram, processes them with an OpenAI Chat Model, stores a short history of the conversation, and sends the AI's response back to the user.
What it does
- Triggers on Telegram Messages: The workflow starts whenever a new message is received by the configured Telegram bot.
- Initializes AI Agent: It sets up an AI Agent using the LangChain integration.
- Configures OpenAI Chat Model: The AI Agent uses an OpenAI Chat Model to generate responses.
- Maintains Simple Memory: A "Simple Memory" (Buffer Window Memory) is used to keep track of the last few turns of the conversation, allowing the AI to maintain context.
- Responds via Telegram: The AI's generated response is sent back to the user through the Telegram bot.
Prerequisites/Requirements
- n8n Instance: A running instance of n8n.
- Telegram Bot Token: A Telegram bot created via BotFather. You will need its API token.
- OpenAI API Key: An API key from OpenAI to access their chat models (e.g., GPT-3.5 Turbo, GPT-4).
- n8n Credentials: You will need to configure credentials for both Telegram and OpenAI within your n8n instance.
Setup/Usage
- Import the Workflow:
- Copy the provided JSON workflow definition.
- In your n8n instance, click "New" -> "Import from JSON" and paste the content.
- Configure Credentials:
- Telegram Node (ID: 49): Click on the "Telegram" node. In the "Credentials" section, select or create a new Telegram API credential using your bot token.
- OpenAI Chat Model Node (ID: 1153): Click on the "OpenAI Chat Model" node. In the "Credentials" section, select or create a new OpenAI API credential using your OpenAI API Key.
- Activate the Workflow: Toggle the workflow to "Active" in the top right corner of the n8n editor.
- Start Chatting: Send a message to your configured Telegram bot, and the AI agent should respond!
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