Automated Investment Tracker: Baserow, Scraping & Email Alerts

This n8n workflow automates investment portfolio tracking by integrating Baserow as a database for storing investment details like Name, ISIN, Count, and Purchase Price. It runs daily via a Cron trigger, fetching current market data from stock exchanges (e.g., Tradegate) using HTTP Request and HTML Extract nodes for webscraping. A Function node processes the data into a custom HTML email body, which is sent via SendGrid for a morning briefing.

Key benefits include real-time price updates without manual intervention, customizable for different exchanges or email providers (e.g., swap SendGrid for Gmail), and easy scalability for more assets. It saves time on daily portfolio checks, reduces errors from manual data entry, and provides actionable insights like current value and gains/losses.

Ideal use cases: Personal finance management, small investment clubs, fintech startups monitoring holdings, or any scenario needing automated stock/ETF surveillance. Adaptable for APIs if available, making it robust for global exchanges.