Automated US Stock Portfolio Analysis with Telegram, Perplexity AI & PDF Reports
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System Architecture
Two integrated N8N workflows providing automated US stock portfolio management through Telegram:
FLOW 1: Conversational Portfolio Manager
Telegram bot for interactive portfolio management
PDF upload & analysis via LlamaIndex Cloud API
Natural language portfolio updates via GPT-4.1-mini
Real-time user registration and data management
FLOW 2: Automated Weekly Reports
Schedule-triggered weekly analysis (every 7 days)
Perplexity AI sonar-deep-research for market analysis
Professional PDF report generation via PDFco
Automatic Telegram delivery to all registered users
This workflow was created by Solido AI and shared publicly on the n8n community template library. n8nFind indexes it for discovery — the workflow remains the property of its original creator.