Weekly Stock/ETF Analysis with Claude & Gmail — Monthly Index Fund Review — Flujo de trabajo n8n

Alta complejidad Programado33 nodos⚒️ Engineering👁 5 vistaspor Joe Marotta

Descripción general

What This Flow Does

Automated stock portfolio analysis system that performs comprehensive fundamental and technical analysis of your portfolio holdings on a scheduled basis, with intelligent follow-up capabilities.

How It Works

Two-Phase Analysis System:

Monday Analysis (Main weekly analysis) Reads your stock holdings from Google Sheets Performs deep fundamental analysis using Claude AI with web search Conducts technical analysis with current market data Combines bo

Nodos utilizados

Google SheetsHTTP RequestGmailCode

Vista previa del flujo de trabajo

Add workbook ID to Sheet nodes
IE docs.google.com/spreadsheets/d/xxxxxxxxxxxxxxxxxxxxx
Add Email
Stock Analysis - Weekly Monday + Wednesday Fo
Add Claude Credentials
Mid-Week Follow-up - User Input Integration
How it works
Automated portfolio analysis with AI-powered recommenda
- Monday: Complete stock analysis (fundamental + techni
- Wednesday: Follow-up analysis based on user inpu
Google Sheets Setup
Copy template:
docs.google.com/spreadsheets/d/1WHdSdkS0M67EVAcsDWb5WLz
Add your Sheet ID to all Read nodes
DO not change layout or formatting without updatin
Index Fund Analysis - Monthly Review
Format Index Fund Email
Send Index Fund Email
Read Index Funds1
F
First day of Month
E
Every Monday 8AM2
Read Stocks2
Prepare Stock Data1
Send Dual Analysis Email1
Claude Stock Analysis - …
Prepare Claude Technical…
Prepare Claude Synthesis
Claude Stock Analysis - …
Claude Synthesis Analysis
Format Synthesis Email
Build Claude Prompt- Fun…
Prepare Index Fund Data1
Build Index Fund Prompt1
Claude Index Fund Analys…
W
Wait 24hrs for Form Subm…
Process Form Data
P
Portfolio Follow-up Form
Send Follow-up Email Pro…
Read Stocks - Follow-up1
Prepare Stock Data - Fol…
Build Follow-up Fundamen…
Claude Follow-up Fundame…
Build Follow-up Technica…
Claude Follow-up Technic…
Build Follow-up Synthesi…
Claude Follow-up Synthes…
Format Follow-up Synthes…
Send Follow-up Analysis …
W
Wednesday 8AM EST Follow…
33 nodes30 edges

Cómo funciona

  1. 1

    Disparador

    El flujo de trabajo comienza con un disparador programado, ejecutándose según un horario definido.

  2. 2

    Procesamiento

    Los datos fluyen a través de 33 nodos, connecting code, formtrigger, gmail.

  3. 3

    Salida

    El flujo de trabajo completa su automatización y entrega el resultado al destino configurado.

Detalles de nodos (33)

GO

Google Sheets

googleSheets

#1
HT

HTTP Request

httpRequest

#2
GM

Gmail

gmail

#3
CO

Code

code

#4

Cómo importar este flujo de trabajo

  1. 1Haz clic en el botón Descargar JSON a la derecha para guardar el archivo del flujo de trabajo.
  2. 2Abre tu instancia de n8n. Ve a Flujos de trabajo → Nuevo → Importar desde archivo.
  3. 3Selecciona el archivo weekly-stocketf-analysis-with-claude-gmail-monthly-index-fund-review descargado y haz clic en Importar.
  4. 4Configura las credenciales para cada nodo de servicio (claves API, OAuth, etc.).
  5. 5Haz clic en Probar flujo de trabajo para verificar que todo funcione, luego actívalo.

O pega directamente en n8n → Importar desde JSON:

{ "name": "Weekly Stock/ETF Analysis with Claude & Gmail — Monthly Index Fund Review", "nodes": [...], ...}

Integraciones

codeformtriggergmailgooglesheetshttprequestscheduletriggerwait

Obtener este flujo de trabajo

Descarga e importa con un solo clic

Descargar JSONVer en n8n.io
Nodos33
Complejidadhigh
Disparadorscheduled
Vistas5
CategoríaEngineering

Creado por

Joe Marotta

Joe Marotta

@jmarotta

Etiquetas

codeformtriggergmailgooglesheetshttprequestscheduletriggerwait

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