Generate client portfolio summaries using Google Sheets, NewsAPI, Gemini and Gmail

Description

Client Portfolio Summary Generator

> Google Sheets, NewsAPI, Gemini AI & Gmail

This workflow automatically analyzes your stock portfolio whenever a new row is added to Google Sheets. It fetches live stock prices, calculates gains/losses, gathers relevant news, generates a simple AI-powered summary and emails the report to you.

Quick Implementation Steps

Login to your n8n account
Connect your Google Sheets Trigger to your portfolio sheet.
Add your NewsAPI key in the “Fetch Stock News” node.
Configure Google Gemini API credentials.
Connect your Gmail account for email delivery.
Add stock entries (Name, Quantity, Purchase Price) in Google Sheets.
Sit back >> your portfolio summary will be emailed automatically.

What It Does

This workflow automates end-to-end portfolio monitoring and reporting. Whenever a new stock entry is added to your Google Sheet, it triggers a sequence of actions that fetch real-time stock prices and calculates the current value and profit/loss for each holding.

In addition to numerical analysis, the workflow enriches your portfolio insights by pulling the latest news articles related to each stock. This provides valuable context behind market movements, helping users better understand performance drivers.

Finally, the workflow uses Google Gemini AI to generate a simple, human-friendly summary of the portfolio. The summary highlights overall performance, best/worst performers and key insights, which is then automatically delivered via email.

Who It's For

Individual investors tracking their stock portfolio
Financial advisors managing client portfolios
Analysts needing automated reporting
Automation enthusiasts building finance workflows
Anyone who wants simplified portfolio insights without manual effort

Requirements

To use this workflow, ensure you have:

n8n account (cloud or self-hosted)
Google Sheets account (with portfolio data)
Google Sheets Trigger OAuth credentials
NewsAPI key (https://newsapi.org)
Google Gemini (PaLM) API credentials
Gmail account with OAuth2 setup
Stock data in Google Sheets with columns:
Name
Quantity
Purchase Price
Purchase Date

How It Works & Setup Guide

1. Google Sheets Trigger

Node: Google Sheet New Row Add Trigger
Configure:
Select your spreadsheet
Select the sheet (e.g., "stock portfolio")
Trigger event: rowAdded

2. Data Cleaning

Node: Cleans & standardizes
Maps fields:
Name
Quantity
Purchase Price
Purchase Date

3. Fetch Live Stock Prices

Node: Fetch Live Stock Prices
API Endpoint: https://memic-nse-quotes-api.hf.space/quotes
Sends stock symbol to retrieve current price

4. Calculate Portfolio Metrics

Node: Calculate Portfolio Metrics
Computes:
Current Value = Quantity × Current Price
Gain/Loss = Current Value - (Quantity × Purchase Price)

5. Fetch Stock News

Flow:** Iterate stocks → Wait 5 seconds → Fetch news
Node:** Fetch Stock News
Requires:** Add your NewsAPI key in query parameters

6. Combine News Articles

Node: Combining All News Articles
Limits to top 4 articles per stock

7. Merge Data

Node: Combine Portfolio + News
Combines:
Financial metrics
News data

8. Format Final Output

Node: Final Data Formatter
Structures merged data into a clean JSON format

9. Generate AI Summary

Node: Generate Portfolio Summary
Uses: Google Gemini model: gemini-3.1-flash-lite-preview
Output: Simple 4–6 sentence summary

10. Send Email Report

Node: Send Email Report
Configure:
Recipient email
Subject: "Portfolio Analysis"
Message: AI-generated summary

How To Customize Nodes

Google Sheets Node

Change sheet or add more columns (e.g., sector, notes)

Stock Price API

Replace with another API if needed (e.g., Alpha Vantage)

News Node

Adjust query (e.g., include company name + “stock”)
Change article limit

AI Summary Node

Modify prompt for:
More detailed analysis
Different tone (formal, technical, etc.)

Email Node

Add HTML formatting
Include full report instead of summary

Add-ons (Enhancements)

Add portfolio visualization (charts via external tools)
Store historical performance in a database
Send alerts via Slack/WhatsApp/Telegram
Trigger alerts for high gain/loss thresholds
Add sentiment analysis from news articles
Generate PDF reports instead of plain emails

Use Case Examples

Personal Portfolio Tracking

Automatically monitor your investments and receive updates without manual calculations.

Client Reporting for Advisors

Send periodic portfolio summaries to clients with insights and news.

Daily Market Monitoring

Add entries regularly and get AI-generated updates with context.

Investment Research Automation

Combine price data and news to assist decision-making.

Automated Financial Dashboards

Use this workflow as a backend for dashboards or reporting systems.

There can be many more use cases depending on how you extend and customize this workflow.

Troubleshooting Guide

| Issue | Possible Cause | Solution |
|------|--------------|----------|
| No trigger execution | Incorrect Google Sheets setup | Verify sheet ID and trigger settings |
| Stock prices not fetched | API issue or wrong symbol | Check API response and symbol format |
| News not loading | Missing API key | Add valid NewsAPI key |
| Empty AI summary | Incorrect input formatting | Check "Final Data Formatter" output |
| Email not sent | Gmail credentials issue | Reconnect Gmail OAuth |
| Rate limit errors | Too many API calls | Increase wait time node delay |
| Incorrect calculations | Data type mismatch | Ensure numeric fields are properly parsed |

Need Help?

If you need assistance with:

Setting up this workflow
Customizing nodes for your business needs
Adding advanced features or integrations
Building similar automation workflows

Feel free to reach out to WeblineIndia. Our n8n experts can help you design, implement and scale automation solutions tailored to your requirements.

Let us help you turn your workflows into powerful business tools.