# Analyze your stock portfolio daily with Google Sheets and RSS: n8n workflow

> Started by a clock, and works across Gmail, Google Sheets and RSS. It hands the judgement calls to Groq.

Source: https://millionrounds.com/workflow/analyze-your-stock-portfolio-daily-with-google-sheets-and-rs (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Data collection](https://millionrounds.com/workflows?category=Data+collection#library)

# Analyze your stock portfolio daily with Google Sheets and RSS

Started by a clock, and works across Gmail, Google Sheets and RSS. It hands the judgement calls to Groq. 19 steps, 2 loops or waits: a working afternoon to understand properly.

Medium Calls a model: Groq

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fanalyze-your-stock-portfolio-daily-with-google-sheets-and-rs)

**19 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**2** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Model 4 Logic 11 Service 3

The steps in the order they run, from what starts it.

- 1 **LLM (Stock Analysis)** Lm Chat Groq *Model*
- 2 **LLM (Portfolio Analysis)** Lm Chat Groq *Model*
- 3 **Executes everyday at 4 PM** Schedule trigger *Starts it*
- 4 **Generate Stock Insight** Agent *Model*
- 5 **Generate Portfolio Insight** Agent *Model*
- 6 **Fetch Portfolio (Google Sheets)** Google Sheets *Service*
- 7 **Rate Limit (Wait)** Wait *Logic*
- 8 **Parse Portfolio AI Output** Code *Logic*
- 9 **Calculate Portfolio Metrics** Set *Logic*
- 10 **Iterate Stocks** Split In Batches *Logic*
- 11 **Merge Stocks + Portfolio Insight** Merge *Logic*
- 12 **Aggregate Stock Insights** Aggregate *Logic*
- 13 **Fetch Stock News (RSS)** Rss Feed Read *Service*
- 14 **Format Email Report** Code *Logic*
- 15 **Parse Stock AI Output** Code *Logic*
- 16 **Sort News by Date** Sort *Logic*
- 17 **Send Email (Gmail)** Gmail *Service*
- 18 **Limit News (Top 5)** Limit *Logic*
- 19 **Merge Stock Data + News** Code *Logic*

## How it's built

- **Starts on:** A clock
- **Steps:** 19, 2 loops or waits
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, Google Sheets, RSS
- **Model:** Groq

## Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets and RSS accounts, and a key for Groq. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

Yes. It calls Groq. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 19 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 19 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fanalyze-your-stock-portfolio-daily-with-google-sheets-and-rs)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[RSS](https://millionrounds.com/workflows?service=RSS#library)

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Also data collection, with the same services where possible, closest in size first.

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