📈 Personalized stock portfolio analysis and recommendations with Grok-4 and Perplexity
⚡ 2,289 views · 📈 Crypto Trading & Stock Market
Description
This workflow contains community nodes that are only compatible with the self-hosted version of n8n.
📊 Grok-4 with Perplexity Daily Portolio Advisor.
This workflow acts as your personal AI stock analyst—powered by Grok-4, Perplexity, and Google Sheets—to give you daily, tailored market insights based on your actual investment portfolio.
Every morning, the workflow:
Fetches your current stock holdings from a connected Google Sheet
Uses Perplexity to search and summarize the latest stock market news relevant to your portfolio
Leverages Grok-4 AI to analyze how those news events impact your stocks
Provides buy/sell/hold recommendations and AI-powered investment insights
Emails you a clean, easy-to-read summary—perfect for busy investors
To watch the step-by-step Tutorial build of this workflow, check out: https://youtu.be/OXzsh-Ba-8Y
Google Sheet Template: https://docs.google.com/spreadsheets/d/1074dZk-vhwz6LML5zoiwHdxg89Z8u_mgl7wwzqf3A98/edit?usp=sharing
🧠 What’s Inside: AI Agent: Grok-4 Stock Analyst (via xAI Grok-4)
Tool Integrations: 📄 Google Sheets (Portfolio input) 🔍 Perplexity (News search) ✍️ GPT Summary Agent (Readable output) 📧 Gmail (Automated delivery)
Schedule: Runs daily at 10:00 AM by default (customizable)
💡 Use Cases: Retail investors seeking personalized news summaries
Portfolio managers automating market analysis
Fintech startups prototyping intelligent investment advisors
Anyone wanting actionable stock updates without reading 10+ articles
🔗 Nodes Used
Gmail, Schedule Trigger, AI Agent, Simple Memory, xAI Grok Chat Model
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File