Stock portfolio analysis with Perplexity AI, GPT-4, and Google Sheets
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 7 nodes and runs on a schedule (every day at 10:00). Along the way it connects OpenAI Chat Model, Google Sheets, Perplexity and Telegram.
How it runs
Trigger: On a schedule (every day at 10:00).
- Stock Market News & Analytics Agent (AI Agent): runs an AI agent, with model: OpenAI Chat Model; 2 tools (Perplexity, Portfolio Holdings); memory: Simple Memory
- Telegram: uses Telegram
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (7)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Simple Memory
@n8n/n8n-nodes-langchain.memoryBufferWindow - Google Sheets Tool
n8n-nodes-base.googleSheetsTool - AI Agent
@n8n/n8n-nodes-langchain.agent - Perplexity Tool
n8n-nodes-base.perplexityTool - Telegram
n8n-nodes-base.telegram
From the author
📊 Dynamic Portfolio Advisor – Daily Stock Market Intelligence with Google Sheets Description: This advanced AI-powered n8n workflow automatically delivers a daily market intelligence briefing tailored to your stock holdings portfolio stored in Google Sheets.…