Automated Portfolio and P&L Telegram Updates Workflow

This n8n workflow automates the tracking and reporting of investment portfolios across multiple brokers, integrating Google Sheets and Telegram for real-time updates. It allows users to receive scheduled and on-demand summaries of their portfolio’s profit and loss (P&L), overall returns, and individual platform performance, all within Telegram messages. The workflow uses a Telegram trigger to listen for commands like ‘/total’ or specific platform names, then retrieves the relevant data from Google Sheets—organized by broker or platform. Based on the command, it conditionally processes the data, generating formatted summaries with currency and percentage calculations. These summaries are then sent back to the user via Telegram, providing a clear, instant view of investment performance. It can be scheduled for automatic updates at specific times, making it ideal for investors managing multiple accounts who want secure, consolidated insights without manually checking spreadsheets. Practical use cases include daily traders, portfolio managers, and individual investors seeking seamless, automated finance updates across global markets.