Automated Multi-Broker Investment Portfolio Tracking with Google Sheets & Telegr

Overview

This workflow automates the tracking of investment portfolios across multiple brokers by integrating Google Sheets for data management and Telegram for real-time notifications. It is designed to streamline portfolio monitoring and ensure timely updates for investors or financial teams.

Key Features

• Retrieves and aggregates portfolio data from multiple Google Sheets representing different brokers.
• Utilizes conditional logic (If, Switch) and custom code nodes to process and analyze investment data.
• Sends automated Telegram alerts to notify users of portfolio updates or significant changes.
• Supports both manual triggers via Telegram and scheduled updates at 10AM and 4PM.

Benefits

• Centralizes multi-broker investment data for easier analysis and reporting.
• Reduces manual effort and risk of errors in portfolio tracking.
• Delivers timely notifications, enabling proactive investment decisions.
• Enhances transparency and oversight for financial teams or individual investors.

Use Cases

• Financial advisors managing client portfolios across several brokers.
• Individual investors seeking consolidated performance updates.
• Teams requiring automated, scheduled reporting and alerts for investment activities.

Integrations & Automation

• Google Sheets for data storage and aggregation.
• Telegram for instant communication and workflow triggers.
• n8n logic and code nodes for flexible data processing and automation.