Automated Personalized Stock Portfolio Analysis & Recommendations with AI

Overview

This workflow automates the analysis of individual stock portfolios and delivers personalized investment recommendations using advanced AI models. It integrates scheduling, AI-driven analysis, data retrieval, and automated email delivery for seamless financial insights.

Key Features

• Scheduled Execution: Initiates analysis at predefined intervals using a schedule trigger.
• AI-Powered Analysis: Utilizes Grok-4 and Perplexity AI agents for in-depth portfolio evaluation and recommendation generation.
• Data Integration: Fetches real-time portfolio data from Google Sheets and leverages memory buffers for context-aware analysis.
• Automated Communication: Sends personalized analysis reports and recommendations directly to users via Gmail.

Benefits

• Time Savings: Eliminates manual portfolio review and report generation, saving valuable analyst hours.
• Personalization: Delivers tailored insights based on individual holdings and market trends.
• Accuracy: Leverages state-of-the-art AI models for reliable and up-to-date recommendations.
• Seamless Integration: Connects data sources, AI, and communication tools in a unified workflow.

Use Cases

• Financial advisors providing regular, personalized updates to clients.
• Individual investors seeking automated portfolio insights.
• Firms automating client communication and investment analysis at scale.