Automated US Stock Portfolio Analysis with Telegram, Perplexity AI & PDF Reports

This advanced n8n workflow duo automates comprehensive US stock portfolio management through a Telegram bot. Flow 1 enables interactive user engagement: users register in real-time, upload PDFs for analysis using LlamaIndex Cloud API, and issue natural language commands processed by GPT-4.1-mini for portfolio updates and queries.

Flow 2 runs on a weekly schedule, leveraging Perplexity AI's sonar-deep-research for in-depth market analysis. It generates professional PDF reports via PDFco and automatically delivers them to all registered Telegram users, ensuring timely insights without manual effort.

Benefits include significant time savings for investors, real-time portfolio adjustments, AI-powered accuracy in analysis, and scalable multi-user support. Use cases span personal finance tracking, investment clubs, financial advisors automating client reporting, or fintech prototypes needing conversational interfaces with scheduled analytics.