Personalized Stock Portfolio Analysis and Recommendations with Grok-4 and Perplexity

This workflow contains community nodes that are only compatible with the self-hosted version of n8n.

📊 Grok-4 with Perplexity Daily Portolio Advisor.

This workflow acts as your personal AI stock analyst—powered by Grok-4, Perplexity, and Google Sheets—to give you daily, tailored market insights based on your actual investment portfolio.

Every morning, the workflow:

Fetches your current stock holdings from a connected Google Sheet

Uses Perplexity to search and summarize the latest stock market news relevant to your portfolio

Leverages Grok-4 AI to analyze how those news events impact your stocks

Provides buy/sell/hold recommendations and AI-powered investment insights

Emails you a clean, easy-to-read summary—perfect for busy investors

To watch the step-by-step Tutorial build of this workflow, check out: https://youtu.be/OXzsh-Ba-8Y

Google Sheet Template: https://docs.google.com/spreadsheets/d/1074dZk-vhwz6LML5zoiwHdxg89Z8u_mgl7wwzqf3A98/edit?usp=sharing

🧠 What’s Inside: AI Agent: Grok-4 Stock Analyst (via xAI Grok-4)

Tool Integrations:  📄 Google Sheets (Portfolio input)  🔍 Perplexity (News search)  ✍️ GPT Summary Agent (Readable output)  📧 Gmail (Automated delivery)

Schedule: Runs daily at 10:00 AM by default (customizable)

💡 Use Cases: Retail investors seeking personalized news summaries

Portfolio managers automating market analysis

Fintech startups prototyping intelligent investment advisors

Anyone wanting actionable stock updates without reading 10+ articles