Automation library · Data collection

Track portfolio performance and risk with Google Sheets

Started by a clock, and works across Gmail and Google Sheets. 8 steps, 1 loop or waits: small enough to read in one sitting and change without fear.

Small

8 stepsSmall: readable in one sitting
0Branches: places the flow splits
1Loop or waits
2Services it connects to

The flow

Starts it 2Logic 2Service 4

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

  1. 1Run daily portfolio updateSchedule triggerStarts it
  2. 2Workflow error triggerError triggerStarts it
  3. 3Read portfolio holdingsGoogle SheetsService
  4. 4Send error notification emailGmailService
  5. 5Process each stockSplit In BatchesLogic
  6. 6Fetch daily stock pricesHttp RequestService
  7. 7Calculate returns and risk metricsCodeLogic
  8. 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 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 8 steps before you point it at anything that matters.