AutomationFlowsAI & RAG › Automated Us Stock Portfolio Analysis with Telegram, Perplexity AI & PDF Reports

Automated Us Stock Portfolio Analysis with Telegram, Perplexity AI & PDF Reports

BySolido AI @solidoai on n8n.io

System Architecture Two integrated N8N workflows providing automated US stock portfolio management through Telegram:

Cron / scheduled trigger★★★★★ complexityAI-powered62 nodesOutput Parser AutofixingOpenAI ChatPerplexityAgentOutput Parser StructuredN8N Nodes PdfcoHTTP RequestTelegram
AI & RAG Trigger: Cron / scheduled Nodes: 62 Complexity: ★★★★★ AI nodes: yes Added:

This workflow corresponds to n8n.io template #5687 — we link there as the canonical source.

This workflow follows the Agent → HTTP Request 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 →

Download .json
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        [
          {
            "node": "Wait",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "PDF Generator": {
      "main": [
        [
          {
            "node": "HTTP Request",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Update wallet": {
      "main": [
        [
          {
            "node": "Send Analysis Confirmation",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "update_wallet": {
      "ai_tool": [
        [
          {
            "node": "Conversation Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "IF User Exists": {
      "main": [
        [
          {
            "node": "IF You Have PDF",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Create Supabase User",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "PARSE RESEARCH": {
      "main": [
        [
          {
            "node": "Message a model",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "PDF Generator1": {
      "main": [
        [
          {
            "node": "HTTP Request3",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Search Clients": {
      "main": [
        [
          {
            "node": "Loop Over Items",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "IF You Have PDF": {
      "main": [
        [
          {
            "node": "Download PDF Telegram",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Supabase",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Loop Over Items": {
      "main": [
        [],
        [
          {
            "node": "RESEARCH REQUEST SPECIALIST AGENT",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Message a model": {
      "main": [
        [
          {
            "node": "Perplexity Response Formatter",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Analysis": {
      "ai_languageModel": [
        [
          {
            "node": "Agent Analysis PDF",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "PARSE RESEARCH1": {
      "main": [
        [
          {
            "node": "Message a model1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Message a model1": {
      "main": [
        [
          {
            "node": "Perplexity Response Formatter1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Schedule Trigger": {
      "main": [
        [
          {
            "node": "Search Clients",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Telegram Trigger": {
      "main": [
        [
          {
            "node": "GET Supabase User",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "GET Supabase User": {
      "main": [
        [
          {
            "node": "IF User Exists",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "Auto-fixing Output Parser",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Agent Analysis PDF": {
      "main": [
        [
          {
            "node": "GET Supabase User1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Conversation Agent": {
      "main": [
        [
          {
            "node": "Send Reply Conversation",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "GET Supabase User1": {
      "main": [
        [
          {
            "node": "If",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model1": {
      "ai_languageModel": [
        [
          {
            "node": "HTML FORMATTER AGENT",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model2": {
      "ai_languageModel": [
        [
          {
            "node": "RESEARCH REQUEST SPECIALIST AGENT",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model3": {
      "ai_languageModel": [
        [
          {
            "node": "HTML FORMATTER AGENT1",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model4": {
      "ai_languageModel": [
        [
          {
            "node": "Auto-fixing Output Parser1",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model5": {
      "ai_languageModel": [
        [
          {
            "node": "RESEARCH REQUEST SPECIALIST AGENT1",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Conversation": {
      "ai_languageModel": [
        [
          {
            "node": "Conversation Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Create Supabase User": {
      "main": [
        [
          {
            "node": "IF You Have PDF",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "HTML FORMATTER AGENT": {
      "main": [
        [
          {
            "node": "HTML Report Generator",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Postgres Chat Memory": {
      "ai_memory": [
        [
          {
            "node": "Conversation Agent",
            "type": "ai_memory",
            "index": 0
          }
        ]
      ]
    },
    "Download PDF Telegram": {
      "main": [
        [
          {
            "node": "HTTP Request4",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "HTML FORMATTER AGENT1": {
      "main": [
        [
          {
            "node": "HTML Report Generator1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "HTML Report Generator": {
      "main": [
        [
          {
            "node": "HTML",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "HTML Report Generator1": {
      "main": [
        [
          {
            "node": "HTML1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Created Supabase Wallet": {
      "main": [
        [
          {
            "node": "Send Analysis Confirmation",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Structured Output Parser": {
      "ai_outputParser": [
        [
          {
            "node": "Auto-fixing Output Parser",
            "type": "ai_outputParser",
            "index": 0
          }
        ]
      ]
    },
    "Auto-fixing Output Parser": {
      "ai_outputParser": [
        [
          {
            "node": "HTML FORMATTER AGENT",
            "type": "ai_outputParser",
            "index": 0
          }
        ]
      ]
    },
    "Structured Output Parser1": {
      "ai_outputParser": [
        [
          {
            "node": "Auto-fixing Output Parser1",
            "type": "ai_outputParser",
            "index": 0
          }
        ]
      ]
    },
    "Auto-fixing Output Parser1": {
      "ai_outputParser": [
        [
          {
            "node": "HTML FORMATTER AGENT1",
            "type": "ai_outputParser",
            "index": 0
          }
        ]
      ]
    },
    "Send Analysis Confirmation": {
      "main": [
        [
          {
            "node": "RESEARCH REQUEST SPECIALIST AGENT1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Perplexity Response Formatter": {
      "main": [
        [
          {
            "node": "HTML FORMATTER AGENT",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Perplexity Response Formatter1": {
      "main": [
        [
          {
            "node": "HTML FORMATTER AGENT1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "RESEARCH REQUEST SPECIALIST AGENT": {
      "main": [
        [
          {
            "node": "PARSE RESEARCH",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "RESEARCH REQUEST SPECIALIST AGENT1": {
      "main": [
        [
          {
            "node": "PARSE RESEARCH1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
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About this workflow

System Architecture Two integrated N8N workflows providing automated US stock portfolio management through Telegram:

Source: https://n8n.io/workflows/5687/ — original creator credit. Request a take-down →

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