WeblineIndia This workflow corresponds to n8n.io template #15670 — we link there as the canonical source.
This workflow follows the Agent → Gmail recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"id": "GJFkNrN20sj0s5Y4",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "AI Portfolio Analysis & Reporting",
"tags": [],
"nodes": [
{
"id": "d68fe1dd-3f16-4a04-8a47-84558b3b14c3",
"name": "Fetch Portfolio (Google Sheets)",
"type": "n8n-nodes-base.googleSheets",
"position": [
-16,
-800
],
"parameters": {
"options": {},
"sheetName": {
"__rl": true,
"mode": "list",
"value": 2038550601,
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1b5Th5axHDdj0L1xX8QUDmNeeV7jdapWGPeXxJcoXOPk/edit#gid=2038550601",
"cachedResultName": "Portfolio"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "1b5Th5axHDdj0L1xX8QUDmNeeV7jdapWGPeXxJcoXOPk",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1b5Th5axHDdj0L1xX8QUDmNeeV7jdapWGPeXxJcoXOPk/edit?usp=drivesdk",
"cachedResultName": "sample_portfolio"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 4.7
},
{
"id": "646c2c19-0343-4490-9809-357ed80ad65c",
"name": "Iterate Stocks",
"type": "n8n-nodes-base.splitInBatches",
"position": [
432,
-624
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "22ef2a13-f3d5-4106-a325-19075347d535",
"name": "Fetch Stock News (RSS)",
"type": "n8n-nodes-base.rssFeedRead",
"position": [
688,
-608
],
"parameters": {
"url": "=https://news.google.com/rss/search?q={{ $json.symbol }}%20stock",
"options": {}
},
"typeVersion": 1.2
},
{
"id": "494a20d1-90b7-49e3-9a49-e7645079dd40",
"name": "Sort News by Date",
"type": "n8n-nodes-base.sort",
"position": [
912,
-608
],
"parameters": {
"options": {},
"sortFieldsUi": {
"sortField": [
{
"order": "descending",
"fieldName": "isoDate"
}
]
}
},
"typeVersion": 1
},
{
"id": "202b2f85-2916-47fc-b5f6-4e386e28532f",
"name": "Limit News (Top 5)",
"type": "n8n-nodes-base.limit",
"position": [
1168,
-608
],
"parameters": {
"maxItems": 5
},
"typeVersion": 1
},
{
"id": "7d51d54c-6886-47db-945d-820e232846be",
"name": "Merge Stock Data + News",
"type": "n8n-nodes-base.code",
"position": [
1424,
-608
],
"parameters": {
"jsCode": "const symbol = $('Iterate Stocks').first().json.symbol;\nconst quantity = $('Iterate Stocks').first().json.quantity;\nconst avg_price = $('Iterate Stocks').first().json.avg_price;\nconst current_price = $('Iterate Stocks').first().json.current_price;\nconst invested = $('Iterate Stocks').first().json.invested;\nconst value = $('Iterate Stocks').first().json.value;\nconst pnl = $('Iterate Stocks').first().json.pnl;\nconst return_pct = $('Iterate Stocks').first().json.return_pct;\n\nconst portfolio = {\n quantity,\n avg_price,\n current_price,\n invested,\n value,\n pnl,\n return_pct\n}\n\nlet news = [];\n\nitems.forEach(element=>{\n news.push(\n {\n title: element.json.title,\n link: element.json.link\n }\n );\n});\n\nreturn [{\n json: {\n symbol,\n portfolio,\n news\n }\n}];"
},
"typeVersion": 2
},
{
"id": "ed8ff42b-0f9e-40a0-98e5-1bfad11d54a2",
"name": "Generate Stock Insight",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
1696,
-608
],
"parameters": {
"text": "=You are an experienced Portfolio Manager managing equity portfolios in the Indian stock market.\n\nAnalyze the following SINGLE STOCK strictly based on:\n1. Its performance metrics\n2. Recent news headlines\n3. Portfolio impact\n\nINPUT:\n- Stock: {{ $json.symbol }}\n- Performance Data: {{ JSON.stringify($json) }}\n\nINSTRUCTIONS:\n\n1. PERFORMANCE ANALYSIS:\n- Evaluate return %, pnl and position size\n- Classify performance as Strong / Moderate / Weak\n\n2. NEWS INTERPRETATION:\n- Identify overall sentiment (Positive / Negative / Neutral)\n- Extract key themes (e.g., earnings, market fall, sector pressure)\n\n3. INSIGHT GENERATION:\n- Explain WHY the stock is moving (connect data + news)\n- Mention if news supports or contradicts performance\n\n4. PORTFOLIO IMPACT:\n- Assess if this stock is helping or hurting the portfolio\n- Highlight risk if negative trend continues\n\n5. ACTIONABLE VIEW:\n- Give a professional stance: Hold / Monitor / Caution / Positive Bias\n- Do NOT give direct buy/sell advice\n\nRULES:\n- Be concise (80\u2013120 words)\n- No generic statements\n- No repetition\n- Sound like a real fund manager note\n\nOUTPUT FORMAT (STRICT JSON ONLY):\n{\n \"symbol\": \"{{ $json.symbol }}\",\n \"performance_label\": \"\",\n \"sentiment\": \"\",\n \"insight\": \"\",\n \"portfolio_impact\": \"\",\n \"action\": \"\"\n}",
"options": {},
"promptType": "define"
},
"typeVersion": 3.1
},
{
"id": "7d6f0e09-c41a-4573-8105-ebef9c0a5152",
"name": "LLM (Stock Analysis)",
"type": "@n8n/n8n-nodes-langchain.lmChatGroq",
"position": [
1760,
-368
],
"parameters": {
"model": "openai/gpt-oss-120b",
"options": {}
},
"credentials": {
"groqApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "4f4078f3-0e8a-4cf5-85cb-5c6c0d5b2a32",
"name": "Rate Limit (Wait)",
"type": "n8n-nodes-base.wait",
"position": [
2096,
-608
],
"parameters": {
"amount": 10
},
"typeVersion": 1.1
},
{
"id": "87add841-89ad-412a-85de-04feda51018d",
"name": "Aggregate Stock Insights",
"type": "n8n-nodes-base.aggregate",
"position": [
656,
-1184
],
"parameters": {
"options": {},
"fieldsToAggregate": {
"fieldToAggregate": [
{
"fieldToAggregate": "output"
}
]
}
},
"typeVersion": 1
},
{
"id": "64993235-88c2-4fe0-bc86-d9c3286073e8",
"name": "Parse Stock AI Output",
"type": "n8n-nodes-base.code",
"position": [
880,
-1184
],
"parameters": {
"jsCode": "const rawOutputs = $json.output;\n\n// Convert string \u2192 JSON\nconst parsed = rawOutputs.map(str => JSON.parse(str));\n\nreturn [{\n json: {\n stocks: parsed\n }\n}];"
},
"typeVersion": 2
},
{
"id": "400e3f83-e865-4093-97ce-9ce08f7e1adf",
"name": "Generate Portfolio Insight",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
1088,
-1184
],
"parameters": {
"text": "=You are a senior portfolio manager.\n\nYou are given structured stock-level insights.\n\nINPUT:\n{{ JSON.stringify($json.stocks) }}\n\nTASK:\n\n1. Classify overall portfolio performance (Positive / Mixed / Negative)\n2. Identify:\n - Top contributors\n - Key laggards\n3. Extract common themes (sector trends, risks, sentiment shifts)\n4. Highlight risks (negative sentiment, weak stocks)\n5. Provide a professional strategy view\n\nRULES:\n- 120 words max\n- No repetition\n- No listing each stock\n- Think like a hedge fund PM\n\nOUTPUT STRICT JSON:\n{\n \"portfolio_view\": \"\",\n \"drivers\": \"\",\n \"risks\": \"\",\n \"strategy\": \"\"\n}",
"options": {},
"promptType": "define"
},
"typeVersion": 3.1
},
{
"id": "96e514cf-0a6a-46f7-8087-64af7a04d50d",
"name": "LLM (Portfolio Analysis)",
"type": "@n8n/n8n-nodes-langchain.lmChatGroq",
"position": [
976,
-976
],
"parameters": {
"model": "openai/gpt-oss-20b",
"options": {}
},
"credentials": {
"groqApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "2de431f0-5e67-4397-b7f7-1900d7623cd2",
"name": "Parse Portfolio AI Output",
"type": "n8n-nodes-base.code",
"position": [
1392,
-1184
],
"parameters": {
"jsCode": "const aiRaw = $json.output;\n\n// Remove markdown formatting\nconst clean = aiRaw\n .replace(/```json/g, '')\n .replace(/```/g, '')\n .trim();\n\nconst ai = JSON.parse(clean);\n\nreturn [{\n json: {\n portfolio_ai: ai\n }\n}];"
},
"typeVersion": 2
},
{
"id": "6a8163a8-7b04-4244-ab62-8db131160bd6",
"name": "Merge Stocks + Portfolio Insight",
"type": "n8n-nodes-base.merge",
"position": [
1712,
-1024
],
"parameters": {},
"typeVersion": 3.2
},
{
"id": "7a428ce5-e672-4f3b-beac-c32d614fcbc4",
"name": "Format Email Report",
"type": "n8n-nodes-base.code",
"position": [
1952,
-1024
],
"parameters": {
"jsCode": "const items = $input.all();\n\n// Extract portfolio AI (first item)\nconst ai = items[0].json.portfolio_ai || {};\n\n// Extract stocks (second item)\nconst stocks = items[1].json.stocks || [];\n\nlet report = `Portfolio Report\\n\\n`;\n\n// Portfolio Section\nreport += `Portfolio Insights\\n`;\nreport += `\u2022 View: ${ai.portfolio_view || 'N/A'}\\n`;\nreport += `\u2022 Drivers: ${ai.drivers || 'N/A'}\\n`;\nreport += `\u2022 Risks: ${ai.risks || 'N/A'}\\n`;\nreport += `\u2022 Strategy: ${ai.strategy || 'N/A'}\\n\\n`;\n\n// Stock Section\nreport += `Stock-wise Analysis\\n`;\n\nstocks.forEach(s => {\n\n report += `\\n${s.symbol}\\n`;\n report += `Sentiment: ${s.sentiment || 'N/A'}\\n`;\n report += `${s.insight || 'No insight available'}\\n`;\n});\n\nreturn [{\n json: {\n report_text: report\n }\n}];"
},
"typeVersion": 2
},
{
"id": "33b6885f-6594-4f88-b008-571652545c34",
"name": "Send Email (Gmail)",
"type": "n8n-nodes-base.gmail",
"position": [
2208,
-1024
],
"parameters": {
"sendTo": "user@example.com",
"message": "={{ $json.report_text }}",
"options": {},
"subject": "Portfolio Performance Update",
"emailType": "text"
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
},
"typeVersion": 2.2
},
{
"id": "da3e30d1-b102-4e18-8b10-67f3bcfc8ced",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-976,
-1664
],
"parameters": {
"width": 656,
"height": 576,
"content": "## AI Portfolio Performance & Insight Workflow\n\nThis workflow analyzes a stock portfolio using Google Sheets data and enhances it with AI-driven insights and market news.\n\n### How it works:\nThe workflow runs automatically every day at 4 PM using a schedule trigger, then reads portfolio data from Google Sheets. It calculates key metrics such as invested value, current value, profit/loss and return percentage. Each stock is processed individually, where recent news is fetched via RSS, filtered and combined with stock data. An AI model then generates professional stock-level insights.\n\nAfter all stocks are processed, the results are aggregated and passed to another AI step that generates an overall portfolio-level summary including performance view, key drivers, risks and strategy.\n\nFinally, both stock-level and portfolio-level insights are merged and formatted into a structured report, which is sent via email.\n\n### Setup steps:\n1. Configure Schedule Trigger (set time to 4 PM daily)\n2. Connect your Google Sheets account and update sheet structure\n3. Configure Groq/OpenAI credentials for AI nodes\n4. Verify RSS feed access (no auth required)\n5. Set your email in the final Gmail node"
},
"typeVersion": 1
},
{
"id": "266ec9c5-35ce-4df5-90d5-c603e4fce165",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-288,
-1296
],
"parameters": {
"color": 7,
"width": 416,
"height": 1040,
"content": "## Data Source & Trigger\nRuns automatically every day at 4 PM and fetches portfolio data (symbols, quantity, pricing) from Google Sheets."
},
"typeVersion": 1
},
{
"id": "02c3db0c-783b-4e95-a398-859fa48ecc66",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
144,
-1296
],
"parameters": {
"color": 7,
"width": 224,
"height": 1040,
"content": "## Portfolio Metrics Calculation\nComputes invested value, current value, profit/loss and return percentage for each stock."
},
"typeVersion": 1
},
{
"id": "d6837552-1a77-4b3e-acd1-d98643d61110",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
384,
-816
],
"parameters": {
"color": 7,
"width": 1216,
"height": 560,
"content": "## Stock Enrichment Pipeline\nProcesses each stock, fetches latest news, filters relevant articles and combines it with stock performance data."
},
"typeVersion": 1
},
{
"id": "b706522f-7183-4ed6-9fb3-bbf076f3af7c",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1616,
-1296
],
"parameters": {
"color": 7,
"width": 784,
"height": 464,
"content": "## Reporting & Delivery\nMerges all insights into a final report, formats it and sends it via email automatically after execution."
},
"typeVersion": 1
},
{
"id": "dede6972-7e50-439c-91e6-7e1eba4e5464",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
1616,
-816
],
"parameters": {
"color": 7,
"width": 784,
"height": 560,
"content": "## Stock Enrichment Pipeline\nProcesses each stock, fetches latest news, filters relevant articles and combines it with stock performance data."
},
"typeVersion": 1
},
{
"id": "44004e67-e6e9-420a-b53e-dd322c63fe92",
"name": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
384,
-1296
],
"parameters": {
"color": 7,
"width": 1216,
"height": 464,
"content": "## Aggregation & Portfolio Analysis\nCombines all stock insights and generates an overall portfolio view, key drivers, risks and strategy."
},
"typeVersion": 1
},
{
"id": "1214021a-b82a-492d-bf7b-ac0eb3e9fa9d",
"name": "Calculate Portfolio Metrics",
"type": "n8n-nodes-base.set",
"position": [
192,
-800
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "89d24755-f2c8-4619-8bf0-9b7c5cb88bbe",
"name": "symbol",
"type": "string",
"value": "={{ $json.Symbol }}"
},
{
"id": "cf279431-dc12-40cb-9af0-f866ab58d291",
"name": "quantity",
"type": "number",
"value": "={{ $json.Quantity }}"
},
{
"id": "3b7b1037-9dfa-4ec1-9792-7bd4a2b8bd9f",
"name": "avg_price",
"type": "number",
"value": "={{ $json[\"Avg Price\"] }}"
},
{
"id": "9774e298-f994-48f5-a8b1-aec27e54aa43",
"name": "current_price",
"type": "number",
"value": "={{ $json[\"Current Price\"] }}"
},
{
"id": "14bca858-c7b3-4b69-833e-81f9bdad5eed",
"name": "invested",
"type": "number",
"value": "={{ $json.Quantity * $json[\"Avg Price\"] }}"
},
{
"id": "4996082e-4bcc-4a69-a20e-683847e14d1f",
"name": "value",
"type": "number",
"value": "={{ $json.Quantity * $json[\"Current Price\"]}}"
},
{
"id": "15e1b7c6-d0c4-41d9-ac32-d1ab56288f6f",
"name": "pnl",
"type": "number",
"value": "={{ ($json.Quantity * $json[\"Current Price\"]) - ($json.Quantity * $json[\"Avg Price\"]) }}"
},
{
"id": "2ca8751e-8ae3-42e3-abac-52539982aa14",
"name": "return_pct",
"type": "number",
"value": "={{ ((($json.Quantity * $json[\"Current Price\"]) - ($json.Quantity * $json[\"Avg Price\"])) / ($json.Quantity * $json[\"Avg Price\"])) * 100 }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "b2a6d137-ce11-4f93-a7b5-ca0329498bad",
"name": "Executes everyday at 4 PM",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-240,
-800
],
"parameters": {
"rule": {
"interval": [
{
"triggerAtHour": 16
}
]
}
},
"typeVersion": 1.3
}
],
"active": false,
"settings": {
"binaryMode": "separate",
"executionOrder": "v1"
},
"versionId": "9e77af2e-3f29-4334-b170-66952128179a",
"connections": {
"Iterate Stocks": {
"main": [
[
{
"node": "Aggregate Stock Insights",
"type": "main",
"index": 0
}
],
[
{
"node": "Fetch Stock News (RSS)",
"type": "main",
"index": 0
}
]
]
},
"Rate Limit (Wait)": {
"main": [
[
{
"node": "Iterate Stocks",
"type": "main",
"index": 0
}
]
]
},
"Sort News by Date": {
"main": [
[
{
"node": "Limit News (Top 5)",
"type": "main",
"index": 0
}
]
]
},
"Limit News (Top 5)": {
"main": [
[
{
"node": "Merge Stock Data + News",
"type": "main",
"index": 0
}
]
]
},
"Format Email Report": {
"main": [
[
{
"node": "Send Email (Gmail)",
"type": "main",
"index": 0
}
]
]
},
"LLM (Stock Analysis)": {
"ai_languageModel": [
[
{
"node": "Generate Stock Insight",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Parse Stock AI Output": {
"main": [
[
{
"node": "Generate Portfolio Insight",
"type": "main",
"index": 0
},
{
"node": "Merge Stocks + Portfolio Insight",
"type": "main",
"index": 1
}
]
]
},
"Fetch Stock News (RSS)": {
"main": [
[
{
"node": "Sort News by Date",
"type": "main",
"index": 0
}
]
]
},
"Generate Stock Insight": {
"main": [
[
{
"node": "Rate Limit (Wait)",
"type": "main",
"index": 0
}
]
]
},
"Merge Stock Data + News": {
"main": [
[
{
"node": "Generate Stock Insight",
"type": "main",
"index": 0
}
]
]
},
"Aggregate Stock Insights": {
"main": [
[
{
"node": "Parse Stock AI Output",
"type": "main",
"index": 0
}
]
]
},
"LLM (Portfolio Analysis)": {
"ai_languageModel": [
[
{
"node": "Generate Portfolio Insight",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Executes everyday at 4 PM": {
"main": [
[
{
"node": "Fetch Portfolio (Google Sheets)",
"type": "main",
"index": 0
}
]
]
},
"Parse Portfolio AI Output": {
"main": [
[
{
"node": "Merge Stocks + Portfolio Insight",
"type": "main",
"index": 0
}
]
]
},
"Generate Portfolio Insight": {
"main": [
[
{
"node": "Parse Portfolio AI Output",
"type": "main",
"index": 0
}
]
]
},
"Calculate Portfolio Metrics": {
"main": [
[
{
"node": "Iterate Stocks",
"type": "main",
"index": 0
}
]
]
},
"Fetch Portfolio (Google Sheets)": {
"main": [
[
{
"node": "Calculate Portfolio Metrics",
"type": "main",
"index": 0
}
]
]
},
"Merge Stocks + Portfolio Insight": {
"main": [
[
{
"node": "Format Email Report",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
gmailOAuth2googleSheetsOAuth2ApigroqApi
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About this workflow
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…
Source: https://n8n.io/workflows/15670/ — original creator credit. Request a take-down →
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