Send AI stock risk alerts from Google Sheets with Twelve Data and Groq

Description

Google Sheets + Twelve Data + Groq AI Stock Risk Alert Workflow

> Smart Stock Risk Alerts in Minutes

This workflow automatically reads your stock portfolio from Google Sheets, fetches real-time prices via API, calculates risk metrics (price drops and volatility) and sends AI-generated email alerts only when risks are detected. It helps you stay informed without being overwhelmed by unnecessary notifications.

Quick Implementation Steps

Connect your Google Sheets account and prepare your portfolio sheet.
Add your Twelve Data API key in the HTTP Request node.
Connect your Gmail account for sending alerts.
Configure thresholds in the Edit Fields – Config & Thresholds node.
Set up a Cron (Schedule Trigger) instead of manual execution.
Run the workflow and monitor alerts.

What It Does

This workflow automates stock portfolio monitoring by combining spreadsheet data, real-time market prices and AI-powered summaries. It reads your portfolio data from Google Sheets and processes each stock by fetching its current market price through an external API.

Once the data is enriched, the workflow calculates key risk indicators such as percentage price change and volatility. Based on predefined thresholds, it flags stocks that may require attention. Instead of sending raw data, it uses an AI model to generate a clean, human-readable summary.

The workflow ensures efficiency by sending alerts only when necessary, reducing noise and helping you focus on meaningful risks.

Who It's For

Retail investors tracking personal portfolios
Financial analysts monitoring stock risks
Traders who want automated alerts
Anyone using Google Sheets for stock tracking
Users looking to integrate AI into financial workflows

Requirements

To use this workflow, you need:

n8n account (self-hosted or cloud)
Google Sheets account** (OAuth2 connection required)
Gmail account** (OAuth2 connection required)
Twelve Data API key** (mandatory)
Groq API access** (for AI summary generation)

How It Works & Setup Guide

Step 1: Prepare Google Sheets

Use a sheet named: Portfolio
Range: A:E
Required columns (in order):

| Column | Field Name | Description |
|--------|-------------|-------------|
| A | symbol | Stock ticker (e.g., AAPL) |
| B | avg_price | Average purchase price |
| C | quantity | Number of shares |
| D | sector | Industry sector |
| E | notes | Optional notes |

Step 2: Connect Google Sheets

Open Read Portfolio from Google Sheets node
Authenticate using Google OAuth2
Ensure:
Sheet ID is correct
Range is set to Portfolio!A:E

Step 3: Configure API (MANDATORY)

⚠️ This is a required setup step. The workflow will NOT work without it.

Open Fetch Stock Prices node
Update URL:


Replace YOUR_API_KEY with your Twelve Data API key

Step 4: Configure Email Alerts (MANDATORY)

⚠️ You must configure the recipient email manually.

Open Send Risk Alert Notification node
Set:
sendTo → your email address
Subject is already set: Daily Stock Risk Alert

Step 5: Configure Thresholds

Open Edit Fields – Config & Thresholds node
Default values:
drop_threshold = -5 → triggers alert if price drops ≥ 5%
volatility_threshold = 3 → triggers alert if volatility ≥ 3%

Adjust these based on your risk tolerance.

Step 6: Enable Scheduling

The workflow is designed for scheduled execution.

Replace Manual Trigger with Cron Node
Example schedule:
Daily at 9 AM
Every hour during market hours

Step 7: Execute Workflow

Run once manually for testing
Activate workflow for automation

How It Works (Flow Summary)

Reads portfolio data from Google Sheets
Adds configuration thresholds
Loops through each stock
Fetches real-time prices (with delay to avoid rate limits)
Merges portfolio + price data
Computes:
Price change %
Volatility
Flags risky stocks
Filters only flagged items
Formats data into readable text
Uses AI (Groq model) to generate summary
Sends email alert

How To Customize Nodes

Edit Fields – Config & Thresholds**
Adjust sensitivity of alerts

Wait 8 Seconds Before request**
Modify delay based on API rate limits

Compute Risk Logic**
Add new conditions (e.g., stop-loss, sector-based alerts)

Generate Risk Summary**
Customize prompt for different tone or format

Send Risk Alert Notification**
Change subject or email structure

Add-ons (Extend This Workflow)

Add Slack/Telegram alerts instead of email
Store alerts in a database (PostgreSQL / Airtable)
Add historical tracking & charts
Integrate multiple APIs for redundancy
Add portfolio performance analytics dashboard
Enable multi-user alerts

Use Case Examples

Daily Portfolio Monitoring

Automatically receive alerts for risky stocks each day

Intraday Risk Tracking

Run hourly to track sudden market movements

High Volatility Detection

Identify stocks with unstable price behavior

Loss Prevention Alerts
Get notified when stocks drop beyond safe thresholds

Sector-Based Monitoring
Track risk exposure across industries

There can be many more use cases depending on how you customize thresholds and logic.

Troubleshooting Guide

| Issue | Possible Cause | Solution |
|------|--------------|----------|
| No data fetched from Google Sheets | Incorrect sheet ID or range | Verify Sheet ID and Portfolio!A:E |
| API not returning prices | Missing API key | Add apikey in HTTP Request node |
| Workflow stops unexpectedly | API rate limit | Increase wait time |
| No email received | sendTo field empty | Add recipient email |
| No alerts triggered | Thresholds too strict | Adjust drop/volatility values |
| AI summary not generated | Groq API issue | Check API credentials |
| Incorrect risk calculation | Data format issue | Ensure numeric values in sheet |

Need Help?

If you need assistance with:

Setting up this workflow
Customizing risk logic
Adding advanced features
Integrating additional APIs
Building similar automation workflows

We’re here to help!

👉 Contact our n8n developes at WeblineIndia for expert support in building scalable, AI-powered automation solutions tailored to your needs.