Automate US Stock Portfolio Management with Telegram and AI-Driven Reports
This workflow automates US stock portfolio management by integrating Telegram for interactive management and AI for generating detailed weekly reports. It leverages OpenAI, Perplexity AI, and PDFco for comprehensive analysis and report delivery.
The workflow consists of two main flows: a conversational portfolio manager and an automated weekly report generator. The first flow uses a Telegram bot for interactive portfolio management, allowing users to upload PDFs for analysis and receive updates through natural language processing. The second flow schedules weekly market analysis using Perplexity AI and generates professional PDF reports delivered via Telegram to registered users.
- Platform
- n8n
- Category
- Finance
- Price
- $24.99
- Creator
- James Wilson
- if
- code
- html
- wait
- postgres
- supabase
- telegram
- perplexity
- stickyNote
- PDFco Api
How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
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