Multi-Broker Portfolio Tracker: Google Sheets & Telegram Alerts

This n8n workflow unifies investment data from various brokers into a single Google Sheets dashboard, enabling seamless monitoring of portfolios across global markets like US, India, Europe, and Asia. It processes data to calculate daily Profit & Loss (P&L), total returns, and changes, then sends formatted, emoji-rich reports directly to your Telegram chat. Users can trigger instant summaries by sending commands like '/total' or a broker name to the interactive bot.

Key benefits include effortless multi-platform integration without manual data entry, customizable for any broker or region by simply updating the Sheet, and secure delivery of sensitive financial insights to your private Telegram. Automated notifications at market open/close ensure you stay informed without constant checking, saving hours of manual reconciliation.

Ideal use cases: Personal investors managing diverse accounts, financial advisors overseeing client portfolios, or traders needing quick global overviews. It's highly scalable—add more sheets or brokers effortlessly—and works on-demand or scheduled, making it a powerful tool for real-time finance automation.