Personalized stock portfolio analysis and recommendations with Grok-4 and Perplexity
This workflow contains community nodes that are only compatible with the self-hosted version of n8n.
📊 Grok-4 with Perplexity Daily Portolio Advisor.
This workflow acts as your personal AI stock analyst—powered by Grok-4, Perplexity, and Google Sheets—to give you daily, tailored market insights based on your actual investment portfolio.
Every morning, the workflow:
Fetches your current stock holdings from a connected Google Sheet
Uses Perplexity to search and summarize the latest stock market news relevant to your portfolio
Leverages Grok-4 AI to analyze how those news events impact your stocks
Provides buy/sell/hold recommendations and AI-powered investment insights
Emails you a clean, easy-to-read summary—perfect for busy investors
To watch the step-by-step Tutorial build of this workflow, check out: https://youtu.be/OXzsh-Ba-8Y
Google Sheet Template: https://docs.google.com/spreadsheets/d/1074dZk-vhwz6LML5zoiwHdxg89Z8u_mgl7wwzqf3A98/edit?usp=sharing
🧠 What’s Inside: AI Agent: Grok-4 Stock Analyst (via xAI Grok-4)
Tool Integrations: 📄 Google Sheets (Portfolio input) 🔍 Perplexity (News search) ✍️ GPT Summary Agent (Readable output) 📧 Gmail (Automated delivery)
Schedule: Runs daily at 10:00 AM by default (customizable)
💡 Use Cases: Retail investors seeking personalized news summaries
Portfolio managers automating market analysis
Fintech startups prototyping intelligent investment advisors
Anyone wanting actionable stock updates without reading 10+ articles
Personalized Stock Portfolio Analysis and Recommendations with Grok-4 and Perplexity
This n8n workflow automates the process of generating personalized stock portfolio analysis and recommendations. It leverages AI agents, specifically xAI Grok Chat Model, to provide intelligent insights based on a scheduled trigger.
What it does
This workflow simplifies and automates the following steps:
- Triggers on a Schedule: The workflow starts automatically at predefined intervals.
- Initializes AI Agent: Sets up an AI Agent with a simple memory to maintain context during the analysis.
- Utilizes xAI Grok Chat Model: The AI Agent uses the xAI Grok Chat Model for advanced natural language understanding and generation, presumably to process financial data and generate recommendations.
- Provides Analysis and Recommendations: Based on the AI's processing, the workflow is designed to output personalized stock portfolio analysis and recommendations.
- Placeholder for Email Communication: Includes a Gmail node, indicating a potential future or intended step to send out the generated analysis via email.
- Includes a Sticky Note for Documentation: A sticky note is present, likely for internal documentation or notes regarding the workflow's purpose or specific instructions.
Prerequisites/Requirements
- n8n Instance: A running instance of n8n.
- xAI Grok API Key / Access: Credentials for the xAI Grok Chat Model to allow the AI Agent to function.
- Gmail Account (Optional): If you intend to send emails, a configured Gmail credential in n8n is required.
Setup/Usage
- Import the workflow: Download the provided JSON and import it into your n8n instance.
- Configure Credentials:
- Set up your xAI Grok credentials for the "xAI Grok Chat Model" node.
- (Optional) Configure your Gmail credentials if you plan to use the "Gmail" node to send emails.
- Adjust Schedule: Modify the "Schedule Trigger" node to define how often you want the portfolio analysis and recommendations to be generated (e.g., daily, weekly).
- Customize AI Agent (Optional): Review the "AI Agent" node's configuration. You might need to provide specific prompts or instructions to the AI agent to guide its analysis based on your requirements.
- Activate the Workflow: Once configured, activate the workflow to start generating personalized stock portfolio analysis and recommendations on your defined schedule.
- Connect Gmail (Optional): If you want to send the output via email, connect the "AI Agent" node's output to the "Gmail" node and configure the email content and recipients.
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