Personalized Stock Portfolio Analysis with Grok-4 & Perplexity
Automates daily stock portfolio analysis using Grok-4 AI, Perplexity news search, and Google Sheets to deliver tailored buy/sell/hold recommendations via email.
This n8n workflow serves as a personal AI stock analyst, running daily at 10:00 AM to fetch your current holdings from a Google Sheet, search for relevant market news via Perplexity, and leverage Grok-4 for in-depth analysis on news impacts, providing actionable buy/sell/hold recommendations and insights.
Key benefits include time-saving automation for busy investors, eliminating the need to manually scan dozens of articles, and delivering a clean, readable email summary customized to your portfolio. It integrates advanced AI tools like xAI's Grok-4 for sophisticated reasoning, Perplexity for real-time news, a GPT agent for polished outputs, and Gmail for seamless delivery.
Ideal use cases: retail investors tracking personal stocks, portfolio managers automating insights, fintech prototypes for investment advisors, or anyone seeking data-driven market updates. Compatible with self-hosted n8n using community nodes; includes a Google Sheet template and tutorial video.
New buyers can create an account from the cart to unlock a controlled $10 first-purchase credit on eligible orders of $25+.
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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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