The flow
Starts it 2Logic 2Service 4
The steps in the order they run, from what starts it.
- 1Run daily portfolio updateSchedule triggerStarts it
- 2Workflow error triggerError triggerStarts it
- 3Read portfolio holdingsGoogle SheetsService
- 4Send error notification emailGmailService
- 5Process each stockSplit In BatchesLogic
- 6Fetch daily stock pricesHttp RequestService
- 7Calculate returns and risk metricsCodeLogic
- 8Update portfolio performanceGoogle SheetsService
How it's built
- Starts on
- A clock
- Steps
- 8, 1 loop or waits
- Size
- Small: readable in one sitting
- Connects to
- Gmail, Google Sheets
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own Gmail and Google Sheets accounts. You connect your own accounts after importing it; none are included.
What starts it?
It starts on a clock.
Does it use AI?
No. Every step is fixed logic or a call to a service, so it does the same thing every time.
How long does it take to set up?
Not long. At 8 steps it can be read in one sitting and changed without fear.
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 itNothing 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 8 steps before you point it at anything that matters.