Automated Stock Investment Summary Email Workflow

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This n8n workflow automates the process of fetching stock data, analyzing investments, and sending a detailed summary report via email. It integrates multiple services including Baserow, Tradegate, and SendGrid to streamline investment tracking.

The workflow begins with either a manual trigger or a scheduled cron job to start the process. It retrieves stock information from a Baserow database, then performs an HTTP request to fetch live stock data from Tradegate based on the ISIN. The page is scraped to extract key details such as WKN, ISIN, currency, stock name, bid, and ask prices.

Once the data is extracted, it is formatted into an HTML table, displaying current investment values, purchase prices, and percentage changes. Calculations are performed to determine profit or loss, and a comprehensive HTML email is generated.

Finally, the email is sent via SendGrid, providing an up-to-date overview of the stock portfolio. This workflow is particularly useful for investors who want regular, automated updates on their investments, saving time and reducing manual effort.

Node Count

6 – 10 Nodes

Nodes Used

baserow, cron, function, htmlExtract, httpRequest, manualTrigger, sendGrid, set

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