# Personalized stock portfolio analysis and recommendations: n8n workflow

> Started by a clock, and works across Gmail and Google Sheets. It puts Grok behind a retrieval step, so answers are drawn from documents you supply rather...

Source: https://millionrounds.com/workflow/personalized-stock-portfolio-analysis-and-recommendations (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Research and reporting](https://millionrounds.com/workflows?category=Research+and+reporting#library)

# Personalized stock portfolio analysis and recommendations

Started by a clock, and works across Gmail and Google Sheets. It puts Grok behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 9 steps: a working afternoon to understand properly.

Medium Calls a model: Grok Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fpersonalized-stock-portfolio-analysis-and-recommendations)

**9 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 5 Service 3

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

- 1 **Schedule Trigger** Schedule trigger *Starts it*
- 2 **xAI Grok Chat Model** Lm Chat XAi Grok *Model*
- 3 **Simple Memory** Memory Buffer Window *Model*
- 4 **Perplexity** Perplexity Tool *Service*
- 5 **Stock Holdings Portfolio** Google Sheets Tool *Service*
- 6 **xAI Grok Chat Model1** Lm Chat XAi Grok *Model*
- 7 **Grok-4 Stock Analyst Agent** Agent *Model*
- 8 **Summary Agent** Agent *Model*
- 9 **Gmail** Gmail *Service*

## How it's built

- **Starts on:** A clock
- **Steps:** 9
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, Google Sheets
- **Model:** Grok
- **Retrieval:** Answers are drawn from documents you supply, not from the model alone

## Questions

What does it need to run?

An n8n account, plus your own Gmail and Google Sheets accounts, and a key for Grok. 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 Grok. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 9 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 9 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%2Fpersonalized-stock-portfolio-analysis-and-recommendations)
- **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)

## Workflows like it

Also research and reporting, with the same services where possible, closest in size first.

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- [**Automate SAP Business Partner analysis with OpenAI and Gmail** 9 steps · calls a model · Gmail](https://millionrounds.com/workflow/automate-sap-business-partner-analysis-with-openai-and-gmail)
- [**Automate X-ray analysis with Telegram and Drive** 9 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/automate-x-ray-analysis-with-telegram-and-drive)