Weekly Stock/ETF Analysis with Claude & Gmail — Monthly Index Fund Review — n8n Workflow
Overview
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
Nodes used
Workflow Preview
How it Works
- 1
Trigger
The workflow starts with a scheduled trigger, running on a defined schedule.
- 2
Process
Data flows through 33 nodes, connecting code, formtrigger, gmail.
- 3
Output
The workflow completes its automation and delivers the result to the configured destination.
Node Details (33)
Google Sheets
googleSheets
HTTP Request
httpRequest
Gmail
gmail
Code
code
How to Import This Workflow
- 1Click Download JSON button on the right to save the workflow file.
- 2Open your n8n instance. Go to Workflows → New → Import from file.
- 3Select the downloaded
weekly-stocketf-analysis-with-claude-gmail-monthly-index-fund-reviewfile and click Import. - 4Set up credentials for each service node (API keys, OAuth, etc.).
- 5Click Test Workflow to verify everything works, then activate it.
Or paste directly in n8n → Import from JSON:
Integrations
Created by
Joe Marotta
@jmarotta
Tags
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