Daily AI stock portfolio analysis with news and…

This automation analyzes your stock portfolio and the latest market news daily, generating a personalized summary with actionable investment insights. Ideal for investors and financial professionals who need data-driven decisions without manual research.

## Who it´s for
- Private investors tracking their stock holdings
- Portfolio managers needing daily analytics
- Fintech startups testing AI analysts
- Busy professionals with no time to read financial news

## What the automation does
- Triggers daily at 10:00 AM via cron schedule
- Retrieves current stock holdings from Google Sheets
- Uses Perplexity to search for the latest market news on relevant assets
- Analyzes news impact using the Grok-4 AI agent
- Generates trade recommendations (buy/sell/hold)
- Processes results into a clear, readable summary
- Sends the report via Gmail to a specified email address

## What´s included
- Ready-to-use n8n workflow
- Trigger and handler logic powered by LangChain
- Integrations with Google Sheets, Perplexity, Gmail, and xAI Grok
- Basic text instructions for setup and adaptation

## Requirements for setup
- n8n account with workflow editing access
- API keys for Perplexity and xAI Grok
- Google Sheet containing your portfolio data
- Configured Gmail account for sending reports

## Benefits and outcomes
- Saves time on gathering and analyzing market data
- Delivers personalized investment recommendations every morning
- Enables faster decision-making based on real-time insights
- Reduces emotional bias through AI-driven analysis
- Scalable — one template can serve multiple clients
- Useful for prototyping robo-advisory solutions in fintech startups

## Important: template only
Important: you are purchasing a ready-made automation workflow template only. Rollout into your infrastructure, connecting specific accounts and services, 1:1 setup help, custom adjustments for non-standard stacks and any consulting support are provided as a separate paid service at an individual rate. To discuss custom work or 1:1 help, contact via Telegram: @gleb923.