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

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

| Issue | Possible Cause | Solution |
| --------------------------- | ------------------------- | ----------------------------------- |
| No data processed | Empty Google Sheet | Ensure portfolio data exists |
| AI output not parsed | Invalid JSON response | Check prompt format or parsing node |
| Email not sent | Gmail credentials missing | Reconnect Gmail account |
| Slack message not delivered | Incorrect channel setup | Verify Slack channel ID |
| Incorrect calculations | Missing numeric values | Validate sheet data types |

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.