Dynamic Portfolio Advisor Stock Market News

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        "text": "=Fetch the summary of the stock market news today and how it affected my portolio. Make sure that they are the most recent news, take reference to the date today: {{ $json['Readable date'] }}  by using the Perplexity Tool Search. Also give some recommendations. Start the response with \"Today is {{ $json['Readable date'] }}...\"",
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        "content": "📊 Dynamic Portfolio Advisor – Daily Stock Market Intelligence with Google Sheets\nDescription:\nThis advanced AI-powered n8n workflow automatically delivers a daily market intelligence briefing tailored to your stock holdings portfolio stored in Google Sheets. It uses real-time data from Perplexity AI, combines it with your portfolio, and generates personalized insights, risk alerts, and trade suggestions — all delivered via Telegram or any messaging app of your choice.\n\nFor step-by-step build of workflows like this, check out:\nhttps://www.youtube.com/@Automatewithmarc\n\n⚙️ How It Works:\n🕒 Daily Trigger\n Starts every day at a scheduled time (default: 10 AM) to fetch the most recent market data.\n\n📈 Holdings Fetch\n Reads your current portfolio dynamically from Google Sheets — no hardcoding required.\n\n🧠 AI Analysis Agent\n Combines:\n\nMarket headlines\n\nCompany-specific developments\n\nMacroeconomic updates\n And analyzes how they might affect your holdings.\n\n🔍 Perplexity Web Research Tool\n Finds and summarizes the most relevant stock market news from the past 24 hours.\n\n💬 Telegram Delivery\n Sends a customized summary of:\n\nMarket highlights\n\nAsset-specific impacts\n\nOpportunities and risks\n\nActionable trade ideas (buy/sell/hold)\n\n🛠️ Tools & Integrations:\nGoogle Sheets (live holdings feed)\n\nPerplexity AI (real-time market research)\n\nOpenAI GPT (financial summarization)\n\nTelegram (output, customizable)\n\n💡 Use Cases:\nPortfolio-aware market intelligence\n\nAutomated investor briefing assistant\n\nRisk alert + opportunity scanner\n\nDaily trade idea generator\n\nFinance bloggers or equity analysts streamlining prep work\n\n📍Note: You can easily replace Telegram with Slack, Email, Notion, or any output tool supported by n8n.\n\nThis template is perfect for active investors, financial advisors, or automation-savvy traders who want to turn AI and data into actionable daily signals."
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