Real-Time Portfolio Monitoring and Automated Report Delivery Workflow
This workflow automates the retrieval of portfolio information from the Baserow database and real-time fetching of stock market data from the Tradegate exchange, calculating market value and profit/loss changes. The generated structured HTML investment report is regularly sent to a designated email, helping investors stay updated on the latest developments in their portfolios, reducing errors caused by manual updates, and improving the efficiency and accuracy of data processing. It is suitable for individual investors and financial advisors, among other users.
Workflow Name
Real-Time Portfolio Monitoring and Automated Report Delivery Workflow
Key Features and Highlights
This workflow automatically retrieves portfolio holdings data from the Baserow database, fetches real-time stock quotes from the Tradegate exchange’s stock quote pages, extracts the latest market data, and calculates the current market value along with profit and loss changes. It then generates a structured HTML investment report and sends it via the SendGrid email service to designated recipients on a scheduled basis, enabling automated portfolio monitoring and periodic reporting.
Core Problems Addressed
Traditional portfolio management often relies on manual updates of market values and price data, which is time-consuming and prone to errors. This workflow automates the retrieval of real-time market data combined with holdings information to calculate profit/loss and percentage changes automatically, reducing the data management burden on investors and improving accuracy and timeliness.
Use Cases
- Individual investors or asset managers who need regular updates on portfolio market value and profit/loss status.
- Financial advisors generating automated investment reports for clients.
- Automation of stock investment-related data analysis and risk monitoring.
Main Process Steps
- Trigger (Manual or Scheduled)
- Supports manual execution as well as scheduled triggering via Cron (Monday to Saturday at 7:15 AM).
- Data Retrieval
- Pull portfolio holdings data (stock codes, quantities, purchase prices, etc.) from the Baserow database.
- Market Data Fetching
- Access Tradegate exchange stock pages via HTTP requests using ISIN codes to obtain current market data pages.
- Data Parsing
- Extract stock name, code, bid/ask prices, and other market data from HTML nodes on the webpage.
- Data Integration and Calculation
- Calculate current market value based on fetched prices and holding quantities.
- Compute profit/loss amounts and percentage changes for each holding.
- Report Generation
- Build a formatted HTML table displaying detailed information of all holdings and total market value.
- Email Delivery
- Send the generated investment report to specified email addresses using the SendGrid service.
Systems and Services Involved
- Baserow: Cloud-based no-code database storing portfolio holdings data.
- Tradegate Exchange Website: Source of real-time stock market data pages.
- SendGrid: Email delivery service used for automated report distribution.
- n8n Core Nodes: Includes Cron trigger, HTTP request node, HTML extraction node, function node (for HTML generation), and data setting nodes.
Target Users and Value Proposition
- Suitable for individual investors, financial advisors, asset management teams, and others who require automated management and monitoring of stock holdings.
- Saves time through automation, enhances the accuracy and timeliness of investment data, and supports more informed investment decisions.
- Supports both scheduled automatic runs and manual triggering, providing flexibility for various usage scenarios.
This n8n-based automated workflow, integrating Baserow database and Tradegate market data, delivers intelligent portfolio monitoring and automated report distribution, serving as a powerful tool to enhance investment management efficiency and professionalism.