Track portfolio performance and risk using Google Sheets and Alpha Vantage

Description

📄 Description
This workflow helps users track and understand the performance of their stock portfolio in an automated and structured way. It reads portfolio holdings from Google Sheets, fetches the latest market prices, calculates key performance metrics, and updates the results back into the same sheet. In addition to standard return calculations, the workflow also classifies each holding based on overall performance and risk, making the output more actionable and easier to interpret.
The workflow is designed for investors who want a simple, repeatable way to monitor portfolio performance without manual calculations.
⚙️ What This Workflow Does
Reads portfolio holdings (stock, buy price, quantity, buy date) from Google Sheets
Fetches daily stock price data using Alpha Vantage
Calculates key metrics:
Invested Value
Current Value
Profit & Loss (P&L)
P&L Percentage
CAGR
Maximum Drawdown
Classifies each holding as Healthy, Watch, or Risk based on return and drawdown
Updates the same Google Sheet with the latest results
Runs automatically on a schedule
✅ Key Benefits
Eliminates manual portfolio tracking and calculations
Provides clear performance and downside risk visibility
Adds a simple decision layer through portfolio status classification
Keeps all portfolio data in one place (Google Sheets)
Dashboard-ready output for further analysis or visualization
🧩 Features
Scheduled portfolio evaluation
Daily market price data from Alpha Vantage
Deterministic, explainable financial calculations
Simple risk and performance classification logic
Google Sheets-based input and output
Clean, update-in-place data handling (no duplicate rows)
🔐 Requirements
Alpha Vantage API key (for market price data)
Google Sheets OAuth credentials
An n8n instance (cloud or self-hosted)
🎯 Target Audience
Retail investors tracking long-term portfolios
Finance teams maintaining internal portfolio dashboards
Automation builders creating investment-related workflows
Users looking for a simple, explainable portfolio monitoring setup