Library / Reports, Analytics & Dashboards
Reports, Analytics & Dashboards
Send Daily Portfolio Stock News Briefings to Telegram
Every day, the workflow reads portfolio holdings from Google Sheets, researches market news with Perplexity and OpenAI, and sends a tailored briefing to Telegram.
What it does
📊 Dynamic Portfolio Advisor – Daily Stock Market Intelligence with Google Sheets Description: This advanced AI-powered n8n workflow automatically delivers a daily market intelligence briefing tailored to your stock holdings portfolio stored in Google Sheets. It uses real-time data from Perplexity AI, combines it with your portfolio, and generates personalized insights, risk alerts, and trade suggestions — all delivered via Telegram or any messaging app of your choice. For step-by-step build of workflows like this, check out: https://www.youtube.com/@Automatewithmarc ⚙️ How It Works: 🕒 Daily Trigger Starts every day at a scheduled time (default: 10 AM) to fetch the most recent market data. 📈 Holdings Fetch Reads your current portfolio dynamically from Google Sheets — no hardcoding required. 🧠 AI Analysis Agent Combines: Market headlines Company-specific developments Macroeconomic updates And analyzes how they might affect your holdings. 🔍 Perplexity Web Research Tool Finds and summarizes the most relevant stock market news from the past 24 hours. 💬 Telegram Delivery Sends a customized summary of: Market highlights Asset-specific impacts Opportunities and risks Actionable trade ideas (buy/sell/hold) 🛠️ Tools & Integrations: Google Sheets (live holdings feed) Perplexity AI (real-time market research) OpenAI GPT (financial summarization) Telegram (output, customizable) 💡 Use Cases: Portfolio-aware market intelligence Automated investor briefing assistant Risk alert + opportunity scanner Daily trade idea generator Finance bloggers or equity analysts streamlining prep work 📍Note: You can easily replace Telegram with Slack, Email, Notion, or any output tool supported by n8n. This template is perfect for active investors, financial advisors, or automation-savvy traders who want to turn AI and data into actionable daily signals.
The steps
- Schedule Trigger
- OpenAI Chat Model
- Simple Memory
- Portfolio Holdings
- Stock Market News & Analytics Agent
- Perplexity
- Telegram
Similar automations
Reports, Analytics & DashboardsSend Daily Stock Insights with Grok-4 and Perplexity9 stepsReports, Analytics & DashboardsDaily AI News Digest on Telegram with Perplexity6 stepsReports, Analytics & DashboardsEmail Daily AI News Digests with Perplexity and GPT6 stepsReports, Analytics & DashboardsEmail a Daily Perplexity News Newsletter8 steps