Analyze your stock portfolio daily using Google Sheets, RSS, Groq LLM and Gmail

Description

AI Portfolio Analysis & Reporting using Google Sheets, RSS, Groq LLM & Gmail

This n8n workflow automatically analyzes your stock portfolio every day at 4 PM. It fetches portfolio data from Google Sheets, enriches it with latest market news via RSS, generates AI-powered stock insights using LLM models and sends a professional portfolio report directly to your email.

Quick Implementation Steps

Import the workflow into your n8n account
Connect Google Sheets account and map your portfolio sheet
Add a valid RSS feed URL in the news node
Configure Groq API credentials for AI nodes
Set your recipient email in Gmail node
Activate the workflow

What It Does

This workflow provides a fully automated system for analyzing your stock portfolio using both quantitative data and qualitative insights. It starts by reading your portfolio data from Google Sheets, including stock symbols, quantities and pricing details. It then calculates key performance metrics such as invested value, current value, profit/loss and return percentage for each stock.

Each stock is processed individually. The workflow fetches recent news articles from an RSS feed, filters the most relevant updates and combines them with stock performance data. Using an AI model, it generates professional-grade insights that evaluate performance, interpret news sentiment and assess the stock’s impact on your portfolio.

After analyzing all stocks, the workflow aggregates the insights and generates a high-level portfolio summary. This includes overall performance, key drivers, risks and strategic outlook. Finally, everything is formatted into a clean report and delivered via email automatically.

Who It's For

Retail investors tracking their personal portfolios
Financial analysts looking for automated insights
Portfolio managers needing quick daily summaries
Traders who want news-driven analysis
Anyone interested in combining AI with investment tracking

Requirements to Use This Workflow

n8n login (self-hosted or cloud)
Google Sheets account with portfolio data
Groq API credentials (for LLM access)
Gmail account (for sending reports)
RSS feed URL for stock/market news

How It Works & Setup Guide

Step 1: Schedule Trigger

The workflow runs automatically every day at 4 PM
No manual intervention required once activated

Step 2: Configure Google Sheets

Connect your Google Sheets account
Use the following structure:

| Column Name | Description |
|----------------|-------------------------------------|
| Symbol | Stock ticker (e.g., INFY, TCS) |
| Quantity | Number of shares held |
| Avg Price | Average purchase price |
| Current Price | Latest market price |

Step 3: Portfolio Metrics Calculation

Automatically calculates:
Invested Value
Current Value
Profit/Loss (PnL)
Return Percentage

Step 4: Stock Iteration

Each stock is processed individually using batch iteration

Step 5: Configure RSS Feed

Add a valid RSS feed URL in “Fetch Stock News (RSS)” node
This is required to fetch latest market news

Step 6: AI Stock-Level Analysis

Connect Groq credentials
AI evaluates:
Performance strength
News sentiment
Portfolio impact
Actionable stance

Step 7: Rate Limiting

A wait node ensures API rate limits are respected

Step 8: Aggregate Insights

Combines all stock-level AI outputs into structured data

Step 9: Portfolio-Level AI Analysis

Generates:
Overall portfolio view
Key drivers
Risks
Strategy

Step 10: Report Formatting

Converts structured data into a readable text report

Step 11: Email Delivery

Configure recipient email in Gmail node
Sends final report automatically

How To Customize Nodes

Google Sheets Node**

Modify sheet ID or add more columns as needed

RSS Node**

Replace with any preferred financial news feed

AI Prompts**

Adjust prompts to match your analysis style in:
“Generate Stock Insight”
“Generate Portfolio Insight”

Wait Node**

Adjust delay if hitting API limits

Email Node**

Change subject, format or switch to Slack/Telegram

Add-ons (Extend Functionality)

Add Slack or Microsoft Teams notifications
Store historical reports in a database
Add stock price API for real-time updates
Include charts or visual dashboards
Integrate risk scoring or alerts

Use Case Examples

Daily automated portfolio performance tracking
News-driven investment monitoring
AI-assisted portfolio review for decision support
Risk identification in multi-stock portfolios
Generating investor-ready summary reports

There can be many more use cases depending on how you customize the workflow.

Troubleshooting Guide

| Issue | Possible Cause | Solution |
|------|--------------|---------|
| No data from Google Sheets | Incorrect sheet ID or permissions | Reconnect account and verify sheet access |
| No news fetched | RSS URL not configured | Add a valid RSS feed URL |
| AI node not working | Missing/invalid Groq credentials | Reconfigure API credentials |
| Empty email output | Parsing issue or no data | Check Code nodes and AI output format |
| Workflow not running | Schedule not active | Activate workflow in n8n |
| Email not sent | Gmail not configured | Reconnect Gmail OAuth |

Need Help?

If you need assistance setting up this workflow, customizing AI prompts or building advanced automation solutions, our n8n automation developers at WeblineIndia are here to help.

Whether you want to extend this workflow with dashboards, alerts or deeper analytics, feel free to reach out and get expert support.