Daily Stock Market Intelligence with Google Sheets & AI
This workflow provides a daily market intelligence briefing tailored to a user's stock holdings in Google Sheets. It triggers daily, fetches portfolio data, uses AI to research real-time market news, and analyzes its potential impact on holdings. Finally, it delivers personalized insights, risk alerts, and trade suggestions via a messaging app or email.
Apps Used:
Google Sheets
Perplexity AI
OpenAI
SlackCategories:
How It Works
- 1Set up a daily schedule trigger.
- 2Read portfolio holdings from a Google Sheet.
- 3Use Perplexity AI to find and summarize relevant stock market news from the past 24 hours.
- 4Combine the portfolio data and market news.
- 5Use an AI to analyze the market news' impact on the portfolio holdings, generate personalized insights, risk alerts, and trade suggestions.
- 6Send the summarized market intelligence and insights to a Slack channel.
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