Automate With Marc This workflow corresponds to n8n.io template #5783 — we link there as the canonical source.
This workflow follows the Agent → Google Sheets Tool 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": "OKWoAjBT0s4uiubA",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "Dynamic Portfolio Advisor Stock Market News",
"tags": [],
"nodes": [
{
"id": "75c3c99c-73ee-4545-aeeb-1bd47e0af8b9",
"name": "Schedule Trigger",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-1240,
260
],
"parameters": {
"rule": {
"interval": [
{
"triggerAtHour": 10
}
]
}
},
"typeVersion": 1.2
},
{
"id": "5dafae6c-8951-40cd-9633-92c1284a66aa",
"name": "OpenAI Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-980,
480
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1",
"cachedResultName": "gpt-4.1"
},
"options": {}
},
"credentials": {
"openAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 1.2
},
{
"id": "09c10f7f-f9a1-4ef6-a1a4-014ffc06e4ed",
"name": "Simple Memory",
"type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
"position": [
-820,
480
],
"parameters": {
"sessionKey": "={{ $workflow.id }}",
"sessionIdType": "customKey"
},
"typeVersion": 1.3
},
{
"id": "d905d541-fc69-4a2b-b31a-ac62a80f3978",
"name": "Portfolio Holdings",
"type": "n8n-nodes-base.googleSheetsTool",
"position": [
-640,
480
],
"parameters": {
"options": {}
},
"credentials": {
"googleSheetsOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 4.6
},
{
"id": "f6e4c996-7c81-4662-aaba-f219cc78971c",
"name": "Stock Market News & Analytics Agent",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
-860,
260
],
"parameters": {
"text": "=Fetch the summary of the stock market news today and how it affected my portolio. Make sure that they are the most recent news, take reference to the date today: {{ $json['Readable date'] }} by using the Perplexity Tool Search. Also give some recommendations. Start the response with \"Today is {{ $json['Readable date'] }}...\"",
"options": {
"systemMessage": "You are a market research assistant responsible for generating a concise yet insightful Daily Stock Market Intelligence Briefing. Your audience is an active investor with assets listed in the Portfolio Holdings Google Sheet\n\n#Tool\nUse Perplexity as the web search tool for your research.\nUse the Portfolio Holdings Google Sheet Tool to refer to current holdings of the user in order to give the most relevant output\n\nEach day, your job is to:\n\n\ud83d\udcf0 1. Curate Key Market Headlines (Concise Summary Format)\nInclude 5\u20137 top headlines affecting the U.S. stock market. These can include:\n\nMacroeconomic indicators (CPI, interest rates, job reports, Fed decisions)\n\nMajor geopolitical developments\n\nSignificant corporate earnings\n\nFinancial sector news impacting banks (e.g., regulation, stress tests, default risks)\n\n\ud83d\udcc8 2. Highlight Noteworthy Investing or Trading Opportunities\nIdentify any:\n\nUndervalued assets based on sentiment/news\n\nBreakouts or technical momentum setups\n\nNew AI or tech developments likely to benefit the assets listed\n\nBanking trends such as earnings strength, credit risk\n\nInclude:\n\nWhat the opportunity is\n\nWhy it matters (news or trend context)\n\nTime sensitivity (short-term/medium-term)\n\n\u26a0\ufe0f 3. Outline Key Risks or Headwinds\nInclude:\n\nMacro risks (e.g., rate hikes, inflationary concerns, China/US tensions)\n\nSector-specific concerns (e.g., chip supply for NVDA, ad spending for GOOGL/AMZN)\n\nBlack swan or tail risks (e.g., systemic banking risk, debt ceiling)\n\n\ud83d\udca1 4. Provide Actionable Trade Suggestions\nBased on the analysis above, suggest 1\u20133 potential trade actions, such as:\n\nBuy/sell/hold recommendations\n\nRebalancing ideas (e.g., shifting from tech to gold if macro risk rises)\n\nThematic ETF ideas (e.g., AI ETFs, inverse financials, S&P sector rotations)\n\nMention if the recommendation is tactical (short-term) or strategic (long-term)\n\nEach suggestion should include:\n\nThe reasoning (based on news/macro)\n\nSuggested time horizon\n\nRisk caveat or alternate view\n\n"
},
"promptType": "define"
},
"typeVersion": 2
},
{
"id": "58f0c883-d2ca-414b-9b37-74557f8154d3",
"name": "Perplexity",
"type": "n8n-nodes-base.perplexityTool",
"position": [
-520,
480
],
"parameters": {
"model": "sonar-pro",
"options": {},
"messages": {
"message": [
{
"content": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('message0_Text', ``, 'string') }}"
}
]
},
"simplify": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Simplify_Output', ``, 'boolean') }}",
"requestOptions": {}
},
"credentials": {
"perplexityApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "d93db04b-0565-4c13-a1b2-3c27552423f4",
"name": "Telegram",
"type": "n8n-nodes-base.telegram",
"position": [
-280,
260
],
"parameters": {
"text": "={{ $json.output }}",
"chatId": "\"Insert Chat ID\"",
"additionalFields": {}
},
"credentials": {
"telegramApi": {
"name": "<your credential>"
}
},
"typeVersion": 1.2
},
{
"id": "907ac137-4c28-477f-a5cf-517552ca80ff",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1300,
140
],
"parameters": {
"height": 580,
"content": "Scheduled Trigger"
},
"typeVersion": 1
},
{
"id": "d0ee23a3-6e55-4a10-bf5c-ff0d7a234628",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1040,
140
],
"parameters": {
"color": 4,
"width": 660,
"height": 580,
"content": "Stock Market Fetch & Portfolio Analysis"
},
"typeVersion": 1
},
{
"id": "8baf92d2-c31c-4e06-8845-5a1fe8c655e4",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-360,
140
],
"parameters": {
"color": 5,
"width": 300,
"height": 580,
"content": "Telegram Output"
},
"typeVersion": 1
},
{
"id": "461b4d07-8f96-44ca-b5e9-3b49eb77e25d",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2120,
140
],
"parameters": {
"color": 6,
"width": 800,
"height": 1200,
"content": "\ud83d\udcca Dynamic Portfolio Advisor \u2013 Daily Stock Market Intelligence with Google Sheets\nDescription:\nThis 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 \u2014 all delivered via Telegram or any messaging app of your choice.\n\nFor step-by-step build of workflows like this, check out:\nhttps://www.youtube.com/@Automatewithmarc\n\n\u2699\ufe0f How It Works:\n\ud83d\udd52 Daily Trigger\n\u2003Starts every day at a scheduled time (default: 10 AM) to fetch the most recent market data.\n\n\ud83d\udcc8 Holdings Fetch\n\u2003Reads your current portfolio dynamically from Google Sheets \u2014 no hardcoding required.\n\n\ud83e\udde0 AI Analysis Agent\n\u2003Combines:\n\nMarket headlines\n\nCompany-specific developments\n\nMacroeconomic updates\n\u2003And analyzes how they might affect your holdings.\n\n\ud83d\udd0d Perplexity Web Research Tool\n\u2003Finds and summarizes the most relevant stock market news from the past 24 hours.\n\n\ud83d\udcac Telegram Delivery\n\u2003Sends a customized summary of:\n\nMarket highlights\n\nAsset-specific impacts\n\nOpportunities and risks\n\nActionable trade ideas (buy/sell/hold)\n\n\ud83d\udee0\ufe0f Tools & Integrations:\nGoogle Sheets (live holdings feed)\n\nPerplexity AI (real-time market research)\n\nOpenAI GPT (financial summarization)\n\nTelegram (output, customizable)\n\n\ud83d\udca1 Use Cases:\nPortfolio-aware market intelligence\n\nAutomated investor briefing assistant\n\nRisk alert + opportunity scanner\n\nDaily trade idea generator\n\nFinance bloggers or equity analysts streamlining prep work\n\n\ud83d\udccdNote: You can easily replace Telegram with Slack, Email, Notion, or any output tool supported by n8n.\n\nThis template is perfect for active investors, financial advisors, or automation-savvy traders who want to turn AI and data into actionable daily signals."
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "d3b6b8d4-8fae-4f71-a0fb-757fe433b3ab",
"connections": {
"Perplexity": {
"ai_tool": [
[
{
"node": "Stock Market News & Analytics Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Simple Memory": {
"ai_memory": [
[
{
"node": "Stock Market News & Analytics Agent",
"type": "ai_memory",
"index": 0
}
]
]
},
"Schedule Trigger": {
"main": [
[
{
"node": "Stock Market News & Analytics Agent",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "Stock Market News & Analytics Agent",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Portfolio Holdings": {
"ai_tool": [
[
{
"node": "Stock Market News & Analytics Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Stock Market News & Analytics Agent": {
"main": [
[
{
"node": "Telegram",
"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.
googleSheetsOAuth2ApiopenAiApiperplexityApitelegramApi
Pro
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About this workflow
📊 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…
Source: https://n8n.io/workflows/5783/ — original creator credit. Request a take-down →
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