Auto Update Stock Portfolio: OneDrive CSV to Excel Sync

This n8n workflow seamlessly synchronizes CSV files from a OneDrive folder to an Excel spreadsheet, ideal for maintaining up-to-date stock portfolios, inventory lists, or any tabular data requiring regular updates. It runs every minute to detect new CSV uploads, verifies file format, extracts and cleans data by removing irrelevant headers, and intelligently appends or updates only new or modified entries using a unique identifier like Ticker/ISIN to avoid duplicates.

Key benefits include hands-free automation that saves hours of manual data entry, ensures data accuracy through cleaning and deduplication logic, and keeps OneDrive organized by auto-deleting processed files. It's reliable for high-frequency updates without overwhelming Excel, supporting real-time portfolio tracking for investors or automated record-keeping for businesses.

Use cases span finance (stock/investment portfolios), inventory management, sales tracking, and real estate MLS data imports. Setup is straightforward: connect OneDrive and Excel credentials, specify folder/sheet paths, and configure the unique ID column. Once active, it provides error handling for non-CSV files and scales effortlessly for growing datasets.