Stock Portfolio Analysis with Perplexity AI, GPT-4, and Google Sheets

📊 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.