Automate Investment Tracking and Reporting with Baserow and n8n

This workflow automates the tracking and reporting of investments using Baserow and n8n. It fetches live stock data, calculates investment changes, and sends a detailed report via email.

n8n
Ananya Singh

45 workflows

This workflow integrates multiple technologies to streamline investment tracking. It uses Baserow to store investment data, n8n's Cron node to schedule daily updates, and web scraping to retrieve current stock prices. The workflow processes this data to calculate changes in investment value and formats it into an HTML email, which is sent out using SendGrid. The modular design allows for easy customization, such as switching email providers or data sources.

$9.99
Last updated September 19, 2026
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Tags

set
cron
baserow
function
sendGrid
htmlExtract
httpRequest
manualTrigger

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How to import this workflow into n8n

  1. 1Purchase or download the workflow to get the n8n workflow JSON file.
  2. 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
  3. 3Open each node marked with a credential warning and connect your own accounts and API keys.
  4. 4Run the workflow once manually to verify the data flow, then toggle it to Active.

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