Automated Investment Tracking with Baserow, Tradegate, and SendGrid via n8n

Overview

This workflow automates the process of tracking investments by integrating Baserow, Tradegate, and SendGrid using n8n. It streamlines data collection, analysis, and notification for efficient portfolio management.

Key Features

• Automated Triggers: Initiate the workflow manually or on a schedule using manualTrigger and cron nodes.
• Data Integration: Fetch investment records from Baserow and retrieve real-time stock data from Tradegate via httpRequest.
• Data Processing: Parse HTML content, calculate stock changes, and format results using function and set nodes.
• Automated Notifications: Generate and send formatted investment updates via SendGrid email.

Benefits

• Time Savings: Eliminates manual tracking and reporting, reducing errors and administrative overhead.
• Real-Time Insights: Provides up-to-date investment performance data for informed decision-making.
• Seamless Integration: Connects multiple platforms without manual intervention, ensuring data consistency.

Use Cases

• Personal Portfolio Management: Individuals can monitor their investments and receive regular updates.
• Financial Advisors: Automate client reporting and portfolio performance notifications.
• Small Investment Firms: Streamline internal tracking and communication processes.

This workflow leverages n8n's automation capabilities to deliver a robust, scalable investment tracking solution.