Answer wealth management portfolio questions with Google Sheets, live prices and Google Gemini

Description

(Wealth Management) Client Question → Instant Answer Assistant
(n8n + Google Sheets + AI + API)

This workflow allows users to ask portfolio-related questions in a simple format (C001: your question). It validates the input, fetches client data and holdings from Google Sheets, retrieves live market prices via API, calculates portfolio performance and generates a short AI-powered response.

Quick Implementation Steps

Connect Google Sheets (clients, holdings, interaction_logs)
Configure Get Live Prices API endpoint
Add credentials for Generate AI Answer (Google Gemini)
Ensure input format: C001: your question
Run test cases (valid + invalid inputs)

What It Does

This workflow acts as an intelligent financial assistant that responds to client portfolio queries in real time. It starts by receiving a chat message through the When chat message received node and processes it using Parse Client Message to extract the client ID and question.

Once validated, it retrieves client details using Get Client Profile and portfolio holdings via Get Client Holdings. It then fetches live stock prices through the Get Live Prices API and merges all data using Merge Portfolio Data to compute metrics like invested value, current value, profit/loss and returns.

Finally, the workflow builds a structured prompt in Build AI Prompt and generates a concise response using Generate AI Answer, ensuring the reply is accurate, controlled and based only on available data.

Who Can Use This Workflow

Financial advisors managing multiple client portfolios
Wealth management platforms
Fintech developers building AI-driven assistants
Anyone looking to automate portfolio Q&A workflows

Requirements

n8n (self-hosted or cloud)
Google Sheets account with:
clients sheet
holdings sheet
interaction_logs sheet
Live price API endpoint (used in Get Live Prices)
Google Gemini API credentials (used in Generate AI Answer)

How It Works & Setup Guide

1. Trigger & Input Parsing

When chat message received** receives input
Parse Client Message** extracts:
client_id
question
IF Valid Input?** validates format

If invalid:
Build Invalid Input Response**
Log Invalid Input**
Return Invalid Response**

2. Client & Holdings Lookup

Get Client Profile** fetches client details
IF Client Found?** ensures existence
Get Client Holdings** retrieves holdings
Prepare Symbols** extracts stock symbols
IF Holdings Found?** validates data

Failure handling:
Build Client Not Found Response**
Build No Holdings Response**

3. Market Data Fetching

Get Live Prices** calls external API
Normalize Price Response** standardizes output
IF Price API Worked?** validates API success

Failure handling:
Build API Failed Response**

4. Portfolio Calculation

Merge Portfolio Data** computes:
Invested amount
Current value
P&L
Return %
Best performer
Weakest performer
Missing prices

5. Market Context (Optional Enhancement)

Get Market Context**
Attach Market Context**

Adds optional insights like:
Nifty/Sensex movement
Market tone

6. AI Response Generation

Build AI Prompt** creates structured prompt
Generate AI Answer** generates response
Extract AI Answer** extracts clean reply

7. Final Output

Final response includes:
Client ID
Question
AI reply
Status
Timestamp

How To Customize Nodes

Parse Client Message**
Modify input format rules
Get Live Prices**
Replace with another API (Alpha Vantage, Twelve Data, etc.)
Merge Portfolio Data**
Add more financial metrics (CAGR, allocation %, etc.)
Build AI Prompt**
Change tone (formal, advisory, aggressive)
Generate AI Answer**
Replace Gemini with Hugging Face / OpenAI models

Add-Ons (Enhancements)

Add Slack notifications for responses
Save AI replies to CRM
Add email delivery for clients
Implement caching for price API
Add retry logic for API failures
Support multi-client batch processing

Use Case Examples

Client asks: “C001: How is my portfolio performing?”
Advisor checks: “C002: Which stock is my top performer?”
User queries: “C003: Why is my portfolio down?”
Daily automated portfolio summary generation
Integration with chatbot for real-time advisory

There can be many more use cases depending on how this workflow is extended.

Troubleshooting Guide

| Issue | Possible Cause | Solution |
|------|--------------|---------|
| Invalid input error | Wrong format | Use C001: your question |
| Client not found | Missing in sheet | Check clients sheet |
| No holdings found | Empty data | Verify holdings sheet |
| API failed | Endpoint issue | Check API URL or timeout |
| AI reply empty | Model issue | Verify API credentials |
| Incorrect calculations | Missing price data | Check API response |

🤝 Need Help?

If you need help setting up this workflow, customizing nodes or building advanced automation solutions, feel free to reach out.

For professional support, custom workflow development or enterprise-grade automation, contact our n8n workflow developers at WeblineIndia. We help businesses build scalable and intelligent automation systems tailored to their needs.