Personalized stock portfolio analysis and recommendations with Grok-4 and Perplexity
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 9 nodes and runs on a schedule (every day at 10:00). Along the way it connects xAI Grok Chat Model, Perplexity, Google Sheets and Gmail.
How it runs
Trigger: On a schedule (every day at 10:00).
- Grok-4 Stock Analyst Agent (AI Agent): runs an AI agent, with model: xAI Grok Chat Model; 2 tools (Perplexity, Stock Holdings Portfolio); memory: Simple Memory
- Summary Agent (AI Agent): runs an AI agent, with model: xAI Grok Chat Model
- Gmail: uses Gmail
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 - AI Agent
@n8n/n8n-nodes-langchain.agent - xAI Grok Chat Model
@n8n/n8n-nodes-langchain.lmChatXAiGrok - Simple Memory
@n8n/n8n-nodes-langchain.memoryBufferWindow - Perplexity Tool
n8n-nodes-base.perplexityTool - Google Sheets Tool
n8n-nodes-base.googleSheetsTool - Gmail
n8n-nodes-base.gmail
From the author
This workflow contains community nodes that are only compatible with the self-hosted version of n8n. 📊 Grok-4 with Perplexity Daily Portolio Advisor. This workflow acts as your personal AI stock analyst—powered by Grok-4, Perplexity, and Google Sheets—to…