Skip to content
NEWMarketplace and the trig8n Agent: sell what you build, and get plans and changes that are tested before you see them. See what is new

Library / Reports, Analytics & Dashboards

Reports, Analytics & Dashboards

Send Daily Portfolio Stock News Briefings to Telegram

Every day, the workflow reads portfolio holdings from Google Sheets, researches market news with Perplexity and OpenAI, and sends a tailored briefing to Telegram.

What it does

📊 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.

The steps

  1. Schedule Trigger
  2. OpenAI Chat Model
  3. Simple Memory
  4. Portfolio Holdings
  5. Stock Market News & Analytics Agent
  6. Perplexity
  7. Telegram

Similar automations