Auto Update Stock Portfolio: OneDrive CSV to Excel

This n8n workflow seamlessly monitors a OneDrive folder for new CSV files containing stock portfolio data, such as tickers, ISINs, prices, and holdings. Upon detecting a CSV, it verifies the file format, extracts the data, removes irrelevant headers, and cleans it for consistency. The cleaned data is then mapped to a specified Excel worksheet, intelligently updating only new or modified entries using the unique 'Ticker/ISIN' identifier to avoid duplicates and ensure data integrity.

After successful updates, the workflow automatically deletes the processed CSV from OneDrive to maintain organization and prevent reprocessing. This hands-free automation runs every minute, making it ideal for frequent portfolio updates without manual intervention. Key benefits include time savings, reduced errors from manual data entry, real-time synchronization, and scalability for larger datasets.

Use cases include personal finance tracking, investment portfolio management, inventory syncing for traders, or any scenario requiring periodic CSV-to-Excel transfers. It's particularly valuable for users with Microsoft 365 accounts, offering reliable integration between OneDrive and Excel for finance professionals, hobbyist investors, or small business analysts needing automated record-keeping.