Personalized Stock Portfolio Analysis and Recommendations with Grok-4 and Perplexity
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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