HumationHuman + Automation
Back to Catalog

Track multi-broker investment portfolio with Google Sheets and Telegram alerts

Akash KankariyaAkash Kankariya
764 views
2/3/2026
AI VisionWebhook TriggerImage AnalysisGoogle GeminiCode Node
Official Page

All-in-One Portfolio Tracker & Telegram Finance Updates Workflow for n8n: Multi-Broker, Real-Time, Global 🚀

Overview

Take control of all your investments—across multiple brokers and platforms—in one place, with live updates sent directly to your Telegram! 🌍💸 This n8n template brings together Google Sheets and Telegram so you can track your complete finance portfolio with ease, whether you’re in the US market, India, or anywhere in the world.

🔧 Built By - akash@codescale.tech

How This Workflow Works

  • Tracks your investments across multiple brokers, platforms, or asset types.
  • Automatically sends updates to your Telegram account—see daily Profit & Loss (P&L), changes, and total returns in a rich, emoji-filled report.
  • Works globally, with a sample provided for the US market, but can be configured for any country and broker.
  • Schedule automated updates (e.g., market close/open) or get real-time insights on demand with Telegram commands.

Highlights & Features

  • 📊 Unified Dashboard: Integrate all your broker data in one Google Sheet for effortless monitoring (Google Sheet Link - https://docs.google.com/spreadsheets/d/1dakq9EhU8GrDgBsk82KvAen0N1P3FySAwNHFtG2lsLI/edit?usp=sharing)
  • 🤖 Interactive Telegram Bot: Send /total or a specific broker’s name in the Telegram chat to get instant, formatted portfolio summaries.
  • ⏰ Automatic Notifications: Receive scheduled P&L summaries at market open and close.
  • 🗂️ Customizable for Any Region or Broker: Just update your Google Sheet with the platforms or brokers you use—including those in the US, Europe, Asia, etc.
  • 🔐 Secure and Private: Only your pre-set Telegram user or chat receives the sensitive financial update.

Example (For US Market)

Let’s imagine you have portfolios with Robinhood, E*TRADE, and Charles Schwab. Every day at 10AM and 4PM Eastern Time, or whenever you send the /total command, you get this on Telegram:

📊 Daily P&L Report

🔹 Robinhood
- Invested: $5,000.00
- P&L: $250.00 (5.00%)
- Change: $30.00 (0.60%)
- Current Value: $5,250.00

🔹 E*TRADE
- Invested: $8,000.00
- P&L: $400.00 (5.00%)
- Change: $45.00 (0.56%)
- Current Value: $8,400.00

📈 Total Portfolio
- Total Invested: $13,000.00
- Total P&L: $650.00 (5.00%)
- Today's Change: $75.00 (0.58%)

💰 Overall Value: $13,650.00
📈 Overall Return: 5.00%
💸 Overall P&L: $650.00

Easy Setup Steps

  1. Copy the Template to Your n8n Instance: Just import the provided workflow JSON.
  2. Configure Your Google Sheet:
    • List all your brokers/platforms as rows (US, EU, or any other market).
    • Update your credentials in n8n for Google Sheets and Telegram.
  3. Set Your Telegram Chat ID: Secure, so only you or your group receive updates.
  4. Customize Schedules: Change times for your local market hours or as you prefer.
  5. Send Commands in Telegram:
    • /total for overall summary
    • /Robinhood, /ETRADE, etc., for individual broker updates

Who Is This For?

  • Investors managing accounts across several brokers.
  • Traders seeking real-time daily summaries.
  • Portfolio managers wanting one consolidated, secure view.
  • Users in any country, for any major market.

Make It Yours! 🌏

Customize the sheet and workflow for your unique blend of accounts, currencies, and platforms—track mutual funds, stocks, ETFs, cryptos, or more. Get peace of mind with every notification, organized and delivered just for you!

Start tracking smarter, not harder. Transform your finance workflow with n8n + Telegram today! 🚀

n8n Workflow: Track Multi-Broker Investment Portfolio with Google Sheets and Telegram Alerts

This n8n workflow provides a robust solution for tracking a multi-broker investment portfolio. It listens for commands via Telegram, fetches investment data from a Google Sheet, calculates portfolio changes, and sends actionable alerts back to Telegram.

What it does

This workflow automates the following steps:

  1. Listens for Telegram Commands: It acts as a Telegram bot, waiting for specific commands from a user.
  2. Reads Investment Data from Google Sheets: Upon receiving a command, it retrieves the latest investment data from a designated Google Sheet.
  3. Calculates Portfolio Changes: It processes the data to calculate changes in investment values.
  4. Filters for Significant Changes: It checks if the calculated changes meet certain thresholds to determine if an alert is necessary.
  5. Formats Alert Messages: If a significant change is detected, it formats a clear and concise alert message.
  6. Sends Telegram Alerts: Finally, it sends these formatted alerts directly to the user via Telegram.

Prerequisites/Requirements

To use this workflow, you will need:

  • n8n Instance: A running instance of n8n.
  • Telegram Account & Bot: A Telegram account and a Telegram Bot token (created via BotFather).
  • Google Account: A Google account with access to Google Sheets.
  • Google Sheet: A Google Sheet set up with your investment portfolio data. The workflow expects specific columns or data structures within this sheet for calculations. Further details on the expected sheet structure would need to be inferred from the "Google Sheets" node configuration once imported.

Setup/Usage

  1. Import the Workflow:
    • Download the provided JSON file.
    • In your n8n instance, go to "Workflows" and click "New".
    • Click the "Import from JSON" button and paste the workflow JSON.
  2. Configure Credentials:
    • Telegram Trigger & Telegram Node: Create or select an existing Telegram API credential. You will need your Telegram Bot Token.
    • Google Sheets Node: Create or select an existing Google Sheets API credential (OAuth 2.0 is recommended for security).
  3. Configure Nodes:
    • Telegram Trigger: Ensure the "Allowed Updates" and "Message Types" are configured to listen for the commands you intend to use (e.g., /check_portfolio).
    • Google Sheets Node:
      • Specify the "Spreadsheet ID" and "Sheet Name" where your investment data is stored.
      • Configure the "Read" operation to fetch the necessary data.
    • If Node & Switch Node: Review and adjust the conditions in these nodes to match your desired alert thresholds and command logic.
    • Edit Fields (Set) Node: This node likely prepares the data for calculations or message formatting. Adjust it if your Google Sheet structure differs.
    • Code Node: This node contains custom JavaScript logic for calculations. You will need to understand and potentially modify this code to fit your specific portfolio calculation needs.
    • Aggregate Node: This node is used to combine data, typically after filtering or processing.
    • Telegram Node: Configure the "Chat ID" where you want to receive alerts. This can often be dynamically set based on the incoming Telegram trigger.
  4. Activate the Workflow: Once all credentials and node configurations are set, activate the workflow.

Now, when you send the configured command to your Telegram bot, the workflow will execute, fetch your portfolio data, perform calculations, and send you an alert if significant changes are detected.

Related Templates

Create verified user profiles with email validation, PDF generation & Gmail delivery

Verified User Profile Creation - Automated Email Validation & PDF Generation --- Overview This comprehensive automation workflow streamlines the user onboarding process by validating email addresses, generating professional profile PDFs, and delivering them seamlessly to verified users. 🎯 What This Workflow Does: Receives User Data - Webhook trigger accepts user signup information (name, email, city, profession, bio) Validates Email Addresses - Uses VerifiEmail API to ensure only legitimate email addresses proceed Conditional Branching - Smart logic splits workflow based on email verification results Generates HTML Profile - Creates beautifully styled HTML templates with user information Converts to PDF - Transforms HTML into professional, downloadable PDF documents Email Delivery - Sends personalized welcome emails with PDF attachments to verified users Data Logging - Records all verified users in Google Sheets for analytics and tracking Rejection Handling - Notifies users with invalid emails and provides guidance ✨ Key Features: ✅ Email Verification - Prevents fake registrations and maintains data quality 📄 Professional PDF Generation - Beautiful, branded profile documents 📧 Automated Email Delivery - Personalized welcome messages with attachments 📊 Google Sheets Logging - Complete audit trail of all verified users 🔀 Smart Branching - Separate paths for valid and invalid emails 🎨 Modern Design - Clean, responsive HTML/CSS templates 🔒 Secure Webhook - POST endpoint for seamless form integration 🎯 Perfect Use Cases: User registration systems Community membership verification Professional certification programs Event registration with verified attendees Customer onboarding processes Newsletter signup verification Educational platform enrollments Membership card generation 📦 What's Included: Complete workflow with 12 informative sticky notes Pre-configured webhook endpoint Email verification integration PDF generation setup Gmail sending configuration Google Sheets logging Error handling guidelines Rejection email template 🛠️ Required Integrations: VerifiEmail - For email validation (https://verifi.email) HTMLcsstoPDF - For PDF generation (https://htmlcsstopdf.com) Gmail OAuth2 - For email delivery Google Sheets OAuth2 - For data logging ⚡ Quick Setup Time: 15-20 minutes 🎓 Skill Level: Beginner to Intermediate --- Benefits: ✅ Reduces manual verification work by 100% ✅ Prevents spam and fake registrations ✅ Delivers professional branded documents automatically ✅ Maintains complete audit trail ✅ Scales effortlessly with user growth ✅ Provides excellent user experience ✅ Easy integration with any form or application --- Technical Details: Trigger Type: Webhook (POST) Total Nodes: 11 (including 12 documentation sticky notes) Execution Time: ~3-5 seconds per user API Calls: 3 external (VerifiEmail, HTMLcsstoPDF, Google Sheets) Email Format: HTML with binary PDF attachment Data Storage: Google Sheets (optional) --- License: MIT (Free to use and modify) --- 🎁 BONUS FEATURES: Comprehensive sticky notes explaining each step Beautiful, mobile-responsive email template Professional PDF styling with modern design Easily customizable for your branding Ready-to-use webhook endpoint Error handling guidelines included --- Perfect for: Developers, No-code enthusiasts, Business owners, SaaS platforms, Community managers, Event organizers Start automating your user verification process today! 🚀

Jitesh DugarBy Jitesh Dugar
51

Generate influencer posts with GPT-4, Google Sheets, and Media APIs

This template transforms uploaded brand assets into AI-generated influencer-style posts — complete with captions, images, and videos — using n8n, OpenAI, and your preferred image/video generation APIs. --- 🧠 Who it’s for Marketers, creators, or brand teams who want to speed up content ideation and visual generation. Perfect for social-media teams looking to turn product photos and brand visuals into ready-to-review creative posts. --- ⚙️ How it works Upload your brand assets — A form trigger collects up to three files: product, background, and prop. AI analysis & content creation — An OpenAI LLM analyzes your brand tone and generates post titles, captions, and visual prompts. Media generation — Connected image/video generation workflows create corresponding visuals. Result storage — All captions, image URLs, and video URLs are automatically written to a Google Sheet for review or publishing. --- 🧩 How to set it up Replace all placeholders in nodes: <<YOURSHEETID>> <<FILEUPLOADBASE>> <<YOURAPIKEY>> <<YOURN8NDOMAIN>>/form/<<FORM_ID>> Add your own credentials in: Google Sheets HTTP Request AI/LLM nodes Execute the workflow or trigger via form. Check your connected Google Sheet for generated posts and media links. --- 🛠️ Requirements | Tool | Purpose | |------|----------| | OpenAI / compatible LLM key | Caption & idea generation | | Image/Video generation API | Creating visuals | | Google Sheets credentials | Storing results | | (Optional) n8n Cloud / self-hosted | To run the workflow | --- 🧠 Notes The workflow uses modular sub-workflows for image and video creation; you can connect your own generation nodes. All credentials and private URLs have been removed. Works seamlessly with both n8n Cloud and self-hosted setups. Output is meant for creative inspiration — review before posting publicly. --- 🧩 Why it’s useful Speeds up campaign ideation and content creation. Provides structured, reusable results in Google Sheets. Fully visual, modular, and customizable for any brand or industry. --- 🧠 Example Use Cases Influencer campaign planning Product launch creatives E-commerce catalog posts Fashion, lifestyle, or tech brand content --- ✅ Security & best practices No hardcoded keys or credentials included. All private URLs replaced with placeholders. Static data removed from the public JSON. Follows n8n’s template structure, node naming, and sticky-note annotation guidelines. --- 📦 Template info Name: AI-Powered Influencer Post Generator with Google Sheets and Image/Video APIs Category: AI / Marketing Automation / Content Generation Author: Palak Rathor Version: 1.0 (Public Release — October 2025)

Palak RathorBy Palak Rathor
485

Qualify leads with Salesforce, Explorium data & Claude AI analysis of API usage

Inbound Agent - AI-Powered Lead Qualification with Product Usage Intelligence This n8n workflow automatically qualifies and scores inbound leads by combining their product usage patterns with deep company intelligence. The workflow pulls new leads from your CRM, analyzes which API endpoints they've been testing, enriches them with firmographic data, and generates comprehensive qualification reports with personalized talking points—giving your sales team everything they need to prioritize and convert high-quality leads. DEMO Template Demo Credentials Required To use this workflow, set up the following credentials in your n8n environment: Salesforce Type: OAuth2 or Username/Password Used for: Pulling lead reports and creating follow-up tasks Alternative CRM options: HubSpot, Zoho, Pipedrive Get credentials at Salesforce Setup Databricks (or Analytics Platform) Type: HTTP Request with Bearer Token Header: Authorization Value: Bearer YOURDATABRICKSTOKEN Used for: Querying product usage and API endpoint data Alternative options: Datadog, Mixpanel, Amplitude, custom data warehouse Explorium API Type: Generic Header Auth Header: Authorization Value: Bearer YOURAPIKEY Used for: Business matching and firmographic enrichment Get your API key at Explorium Dashboard Explorium MCP Type: HTTP Header Auth Used for: Real-time company intelligence and supplemental research Connect to: https://mcp.explorium.ai/mcp Anthropic API Type: API Key Used for: AI-powered lead qualification and analysis Get your API key at Anthropic Console Go to Settings → Credentials, create these credentials, and assign them in the respective nodes before running the workflow. --- Workflow Overview Node 1: When clicking 'Execute workflow' Manual trigger that initiates the lead qualification process. Type: Manual Trigger Purpose: On-demand execution for testing or manual runs Alternative Trigger Options: Schedule Trigger: Run automatically (hourly, daily, weekly) Webhook: Trigger on CRM updates or new lead events CRM Trigger: Real-time activation when leads are created Node 2: GET SF Report Pulls lead data from a pre-configured Salesforce report. Method: GET Endpoint: Salesforce Analytics Reports API Authentication: Salesforce OAuth2 Returns: Raw Salesforce report data including: Lead contact information Company names Lead source and status Created dates Custom fields CRM Alternatives: This node can be replaced with HubSpot, Zoho, or any CRM's reporting API. Node 3: Extract Records Parses the Salesforce report structure and extracts individual lead records. Extraction Logic: Navigates report's factMap['T!T'].rows structure Maps data cells to named fields Node 4: Extract Tenant Names Prepares tenant identifiers for usage data queries. Purpose: Formats tenant names as SQL-compatible strings for the Databricks query Output: Comma-separated, quoted list: 'tenant1', 'tenant2', 'tenant3' Node 5: Query Databricks Queries your analytics platform to retrieve API usage data for each lead. Method: POST Endpoint: /api/2.0/sql/statements Authentication: Bearer token in headers Warehouse ID: Your Databricks cluster ID Platform Alternatives: Datadog: Query logs via Logs API Mixpanel: Event segmentation API Amplitude: Behavioral cohorts API Custom Warehouse: PostgreSQL, Snowflake, BigQuery queries Node 6: Split Out Splits the Databricks result array into individual items for processing. Field: result.data_array Purpose: Transform single response with multiple rows into separate items Node 7: Rename Keys Normalizes column names from database query to readable field names. Mapping: 0 → TenantNames 1 → endpoints 2 → endpointsNum Node 8: Extract Business Names Prepares company names for Explorium enrichment. Node 9: Loop Over Items Iterates through each company for individual enrichment. Node 10: Explorium API: Match Businesses Matches company names to Explorium's business entity database. Method: POST Endpoint: /v1/businesses/match Authentication: Header Auth (Bearer token) Returns: business_id: Unique Explorium identifier matched_businesses: Array of potential matches Match confidence scores Node 11: Explorium API: Firmographics Enriches matched businesses with comprehensive company data. Method: POST Endpoint: /v1/businesses/firmographics/bulk_enrich Authentication: Header Auth (Bearer token) Returns: Company name, website, description Industry categories (NAICS, SIC, LinkedIn) Size: employee count range, revenue range Location: headquarters address, city, region, country Company age and founding information Social profiles: LinkedIn, Twitter Logo and branding assets Node 12: Merge Combines API usage data with firmographic enrichment data. Node 13: Organize Data as Items Structures merged data into clean, standardized lead objects. Data Organization: Maps API usage by tenant name Maps enrichment data by company name Combines with original lead information Creates complete lead profile for analysis Node 14: Loop Over Items1 Iterates through each qualified lead for AI analysis. Batch Size: 1 (analyzes leads individually) Purpose: Generate personalized qualification reports Node 15: Get many accounts1 Fetches the associated Salesforce account for context. Resource: Account Operation: Get All Filter: Match by company name Limit: 1 record Purpose: Link lead qualification back to Salesforce account for task creation Node 16: AI Agent Analyzes each lead to generate comprehensive qualification reports. Input Data: Lead contact information API usage patterns (which endpoints tested) Firmographic data (company profile) Lead source and status Analysis Process: Evaluates lead quality based on usage, company fit, and signals Identifies which Explorium APIs the lead explored Assesses company size, industry, and potential value Detects quality signals (legitimate company email, active usage) and red flags Determines optimal sales approach and timing Connected to Explorium MCP for supplemental company research if needed Output: Structured qualification report with: Lead Score: High Priority, Medium Priority, Low Priority, or Nurture Quick Summary: Executive overview of lead potential API Usage Analysis: Endpoints used, usage insights, potential use case Company Profile: Overview, fit assessment, potential value Quality Signals: Positive indicators and concerns Recommended Actions: Next steps, timing, and approach Talking Points: Personalized conversation starters based on actual API usage Node 18: Clean Outputs Formats the AI qualification report for Salesforce task creation. Node 19: Update Salesforce Records Creates follow-up tasks in Salesforce with qualification intelligence. Resource: Task Operation: Create Authentication: Salesforce OAuth2 Alternative Output Options: HubSpot: Create tasks or update deal stages Outreach/SalesLoft: Add to sequences with custom messaging Slack: Send qualification reports to sales channels Email: Send reports to account owners Google Sheets: Log qualified leads for tracking --- Workflow Flow Summary Trigger: Manual execution or scheduled run Pull Leads: Fetch new/updated leads from Salesforce report Extract: Parse lead records and tenant identifiers Query Usage: Retrieve API endpoint usage data from analytics platform Prepare: Format data for enrichment Match: Identify companies in Explorium database Enrich: Pull comprehensive firmographic data Merge: Combine usage patterns with company intelligence Organize: Structure complete lead profiles Analyze: AI evaluates each lead with quality scoring Format: Structure qualification reports for CRM Create Tasks: Automatically populate Salesforce with actionable intelligence This workflow eliminates manual lead research and qualification, automatically analyzing product engagement patterns alongside company fit to help sales teams prioritize and personalize their outreach to the highest-value inbound leads. --- Customization Options Flexible Triggers Replace the manual trigger with: Schedule: Run hourly/daily to continuously qualify new leads Webhook: Real-time qualification when leads are created CRM Trigger: Activate on specific lead status changes Analytics Platform Integration The Databricks query can be adapted for: Datadog: Query application logs and events Mixpanel: Analyze user behavior and feature adoption Amplitude: Track product engagement metrics Custom Databases: PostgreSQL, MySQL, Snowflake, BigQuery CRM Flexibility Works with multiple CRMs: Salesforce: Full integration (pull reports, create tasks) HubSpot: Contact properties and deal updates Zoho: Lead enrichment and task creation Pipedrive: Deal qualification and activity creation Enrichment Depth Add more Explorium endpoints: Technographics: Tech stack and product usage News & Events: Recent company announcements Funding Data: Investment rounds and financial events Hiring Signals: Job postings and growth indicators Output Destinations Route qualification reports to: CRM Updates: Salesforce, HubSpot (update lead scores/fields) Task Creation: Any CRM task/activity system Team Notifications: Slack, Microsoft Teams, Email Sales Tools: Outreach, SalesLoft, Salesloft sequences Reporting: Google Sheets, Data Studio dashboards AI Model Options Swap AI providers: Default: Anthropic Claude (Sonnet 4) Alternatives: OpenAI GPT-4, Google Gemini --- Setup Notes Salesforce Report Configuration: Create a report with required fields (name, email, company, tenant ID) and use its API endpoint Tenant Identification: Ensure your product usage data includes identifiers that link to CRM leads Usage Data Query: Customize the SQL query to match your database schema and table structure MCP Configuration: Explorium MCP requires Header Auth—configure credentials properly Lead Scoring Logic: Adjust AI system prompts to match your ideal customer profile and qualification criteria Task Assignment: Configure Salesforce task assignment rules or add logic to route to specific sales reps This workflow acts as an intelligent lead qualification system that combines behavioral signals (what they're testing) with firmographic fit (who they are) to give sales teams actionable intelligence for every inbound lead.

exploriumBy explorium
109