Automated US Stock Portfolio Analysis with Telegram & AI Reports

This n8n workflow provides comprehensive automation for US stock portfolio management through two integrated flows. The first is a conversational Telegram bot that handles interactive portfolio management, including PDF uploads analyzed via LlamaIndex Cloud API and natural language updates processed by GPT-4o-mini. It supports real-time user registration and data management for seamless user interaction.

The second flow runs on a weekly schedule, leveraging Perplexity AI's sonar-deep-research for in-depth market analysis. It generates professional PDF reports using PDFco and automatically delivers them to all registered Telegram users, ensuring timely insights without manual effort.

Benefits include time-saving automation of portfolio tracking and reporting, AI-driven accuracy in analysis, and multi-user support via Telegram. It reduces reliance on manual spreadsheets or expensive tools, providing scalable, real-time financial intelligence.

Ideal use cases: Individual investors monitoring portfolios, financial advisors serving clients, or trading communities needing weekly market summaries. Perfect for anyone seeking hands-off stock analysis with conversational access and polished reports.