📈 Generate portfolio exposure risk summaries with Sheets, Gemini, Slack, and Gmail

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Description

Portfolio Exposure Risk Summary Generator

> n8n + Google Sheets + Gemini + Slack + Gmail

This workflow automatically analyzes portfolio data from Google Sheets on a scheduled basis, calculates exposure metrics such as sector allocation and concentration and generates a professional risk summary using Google Gemini. The report is then sent via email, shared on Slack and logged for historical tracking.

Quick Implementation Steps

• Connect your Google Sheets portfolio data
• Add Gemini API credentials
• Configure Gmail and Slack nodes
• Set schedule trigger timing
• Run once to verify output and logging

What It Does

This workflow performs a complete portfolio risk analysis pipeline. It starts by fetching portfolio data from a Google Sheet and validating whether the required data exists. If valid data is present, it calculates key exposure metrics such as total portfolio value, sector allocation and concentration levels using a Code node.

These calculated metrics are then passed to an AI model (Google Gemini), which generates a concise and professional risk summary. The workflow ensures the output is structured properly before preparing a final report.

The final output is distributed through multiple channels: an email report, a Slack notification and a log entry in Google Sheets. If no portfolio data is available, the workflow gracefully handles the scenario by generating a fallback report and logging it.

Who It’s For

• Financial analysts monitoring portfolio risk
• Investment advisors managing client portfolios
• Business owners tracking asset exposure
• Automation enthusiasts building financial workflows

Requirements to Use This Workflow

• n8n account (cloud or self-hosted)
• Google Sheets with portfolio data
• Google Gemini API credentials
• Gmail account connected in n8n
• Slack workspace connected in n8n

How It Works & Setup Guide

Step 1: Schedule Trigger

• Configure the “Schedule Risk Review” node
• Default: Weekly run (Monday at 9 AM)

Step 2: Connect Portfolio Data

• Use “Read Portfolio From Sheet” node

• Ensure sheet contains columns like:

  • Asset Name
  • Sector
  • Quantity
  • Price
  • Market Value (optional)

Step 3: Validate Data

• “Check Portfolio Data Exists” ensures valid entries exist
• If no data → fallback branch executes

Step 4: Calculate Exposure Metrics

• Code node calculates:

  • Total portfolio value
  • Sector exposure and percentages
  • Top holding concentration
  • Top 3 holdings

Step 5: Generate AI Risk Summary

• “Generate Risk Summary” uses Gemini model
• Input includes calculated metrics
• Output is structured JSON with risk summary

Step 6: Parse AI Output

• “Parse Risk Summary” ensures valid JSON output
• Handles fallback parsing if needed

Step 7: Prepare Final Report

• “Prepare Risk Report Data” formats final fields:

  • Total value
  • Top sector and exposure
  • Top holding and concentration
  • Risk summary
  • Run date and ID

Step 8: Deliver Report

• Email sent via Gmail node
• Slack message posted
• Data logged in Google Sheets

Step 9: Fallback Handling

• If no portfolio data exists:

  • Default summary is generated
  • Logged to sheet for consistency

How To Customize Nodes

• Modify schedule timing in Schedule node
• Update Google Sheet structure as per your data
• Adjust Code node logic for additional metrics
• Customize AI prompt for different analysis styles
• Change email/Slack message formatting

Add‑ons

• Add risk scoring system (low/medium/high)
• Integrate historical trend analysis
• Add client-specific reporting
• Include asset-level risk breakdown
• Connect dashboards (e.g., Google Data Studio)

Use Case Examples

• Weekly portfolio risk monitoring
• Client portfolio reporting for advisors
• Internal investment review automation
• Risk alerts for concentrated holdings
• Portfolio diversification analysis

Troubleshooting Guide

Need Help?

If you need assistance setting up this workflow, customizing it for your business or building advanced automation solutions, feel free to reach out to our n8n automation developers at WeblineIndia / Global. Our team specializes in building scalable and production-ready automation workflows tailored to your needs.

We can help you extend this workflow with advanced analytics, dashboards, integrations and enterprise-grade solutions.

🔗 Nodes Used

Google Sheets, Slack, Gmail, Schedule Trigger, AI Agent, Google Gemini Chat Model

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup