Track commodity portfolio drift with Google Sheets, Gemini AI and Gmail alerts

Description

Commodity Portfolio Tracker using n8n, Google Sheets, Gemini AI & Gmail Alerts

This workflow automatically monitors a commodity portfolio stored in Google Sheets, compares actual allocation against predefined targets, detects deviations and sends intelligent rebalance alerts via email using Gemini AI. It also logs every run (success, failure or no action) into a tracking sheet for audit purposes.

Quick Implementation Steps

Connect Google Sheets, Gmail and Gemini credentials in your n8n account
Add holdings data in Google Sheets
Configure targets in "Workflow Settings" node
Create rebalance_log sheet with required columns
Test workflow → Activate schedule

What It Does

This workflow acts as an automated portfolio monitoring system specifically designed for commodity-based investments such as Gold, Silver, Oil, Copper and Natural Gas. It reads portfolio holdings using the Read Holdings node and combines them with configuration from the Workflow Settings node.

The workflow validates data through Validate Portfolio Data, calculates allocation via Calculate Portfolio Allocation and identifies deviations using Detect Portfolio Drift. If deviations exceed limits, Classify Alert Severity determines how critical the situation is.

Finally, Build Alert Prompt and Generate Alert Message (Gemini AI) create a human-readable alert, which is processed in Prepare Alert Payload, sent via Send Rebalance Email and logged using Log Sent Alert, Log Validation Failure or Log No Action depending on the outcome.

Who It's For

Financial advisors managing client portfolios
Individual investors tracking commodity allocations
Portfolio managers looking for automation
FinTech developers building advisory tools
Anyone who wants rule-based rebalancing alerts

Requirements

n8n account (cloud or self-hosted)
Google Sheets account (for holdings + logs)
Gmail account (for sending alerts)
Google Gemini API credentials
Basic understanding of n8n nodes and workflows

How It Works & Setup Instructions

Step 1: Prepare Google Sheets

Create two sheets:

Holdings Sheet

Columns example:
asset, units, price, current_value, last_updated

Log Sheet (rebalance_log)

Columns:
run_date,total_value,rebalance_needed,severity,affected_assets,alert_sent,summary,reason_skipped

Step 2: Configure Workflow Settings Node

Update values inside Workflow Settings node:

Target allocation (must sum to 100)
Min/Max ranges
Alert email
Severity thresholds
Currency

Step 3: Connect Credentials

Google Sheets → used in Read Holdings, Log Sent Alert, Log Validation Failure, Log No Action
Gmail → used in Send Rebalance Email
Gemini → used in Generate Alert Message

Step 4: Workflow Execution Flow (Node-by-Node)

Schedule Trigger starts the workflow
Read Holdings fetches portfolio data
Workflow Settings provides configuration
Synchronize Inputs merges both sources
Prepare Portfolio Context structures the data
Validate Portfolio Data ensures correctness
Check Validation Status routes valid/invalid data
Calculate Portfolio Allocation computes percentages
Detect Portfolio Drift identifies deviations
Check Rebalance Requirement decides action path
Classify Alert Severity assigns severity level
Build Alert Prompt prepares AI input
Generate Alert Message creates final message
Merge Alert Data combines AI + data
Prepare Alert Payload formats output
Send Rebalance Email sends alert
Log Sent Alert / Log No Action / Log Validation Failure store results

How To Customize Nodes

Workflow Settings**: Change targets, thresholds, email
Schedule Trigger**: Modify frequency (hourly/daily/weekly)
Gemini Node**: Adjust tone of alert messages
Email Node**: Add CC/BCC or change format
Code Nodes**: Customize calculation logic (e.g., percentage vs amount-based rebalancing)

Add-ons

Slack integration for high severity alerts
Dashboard visualization using Google Data Studio
Multi-client portfolio support
Real-time price API integration (NSE, Alpha Vantage, etc.)
Risk scoring system for portfolios

Use Case Examples

Daily monitoring of commodity portfolios
Automated advisory alerts for wealth managers
DIY investor portfolio tracking system
Risk management for diversified assets
Audit trail for compliance and reporting

There can be many more variations of this workflow depending on business needs.

Troubleshooting Guide

| Issue | Possible Cause | Solution |
| ----------------------- | ----------------------- | ----------------------------------------------- |
| No columns found | Sheet missing headers | Add header row in first row |
| Undefined values in log | Wrong node connection | Connect from payload node instead of email node |
| Email not sent | Gmail credentials issue | Reconnect Gmail account |
| AI output empty | Prompt or API issue | Check Gemini node input |
| Validation failed | Incorrect data format | Fix holdings sheet values |

Need Help

If you need assistance setting up this workflow, customizing features or building automation solutions, feel free to reach out to our n8n experts at WeblineIndia.

We can help you:

Customize workflows for your business
Integrate advanced AI capabilities
Build scalable automation systems
Develop end-to-end FinTech solutions

Get in touch to turn your ideas into production-ready workflows.