📈 Weekly stock/ETF analysis with Claude & Gmail — monthly index fund review
⚡ 213 views · 📈 Crypto Trading & Stock Market
Description
What This Flow Does
Automated stock portfolio analysis system that performs comprehensive fundamental and technical analysis of your portfolio holdings on a scheduled basis, with intelligent follow-up capabilities.
How It Works
Two-Phase Analysis System:
- Monday Analysis (Main weekly analysis) - Reads your stock holdings from Google Sheets - Performs deep fundamental analysis using Claude AI with web search - Conducts technical analysis with current market data - Combines both analyses into final buy/sell/hold recommendations - Emails you comprehensive analysis report
- Wednesday Follow-up (Interactive refinement) - Sends midweek check-in email asking for additional input - If you reply with documents, questions, or market observations - Runs supplemental analysis incorporating your feedback - Updates recommendations based on new information and market changes - Delivers refined analysis via email
Key Features
- Fractional share support - handles both whole and fractional stock positions
- Web-enabled AI analysis - Claude AI searches current market data, news, earnings
- Dual-analyst approach - separate fundamental and technical analysis for comprehensive coverage
- Interactive feedback loop - Wednesday follow-ups allow you to guide analysis
- Professional email reports - formatted HTML emails with actionable recommendations
Setup Steps
- Google Sheets: Duplicate given template and fill with your investment information
- Gmail OAuth: Connect your Gmail account for sending reports
- Anthropic API: Add Claude AI credentials for analysis
- Replace placeholders: Update YOUR_EMAIL@gmail.com, YOUR_GOOGLE_SHEETS_ID, webhook IDs
- Schedule configuration: Currently set for Monday 12pm EST analysis, Wednesday 12pm EST follow-up
Use Case
Perfect for part time investors who want systematic, AI-powered analysis of their portfolio with the flexibility to provide additional context and refinements throughout the week.
🔗 Nodes Used
Google Sheets, HTTP Request, Gmail, Schedule Trigger, n8n Form Trigger
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File