Automated Investment Tracking and Reporting

This workflow is ideal for:

• Investors: Individuals who want to track their investments efficiently and receive regular updates.
• Financial Analysts: Professionals needing automated reports on stock performance and investment valuation.
• Business Owners: Those who manage investment portfolios and require insights into market changes without manual tracking.
• Automation Enthusiasts: Users looking to streamline their workflow processes using n8n and other integrated tools.

This workflow addresses the challenge of keeping track of stock investments and their performance over time. It automates the process of:

• Fetching real-time stock data from Tradegate.
• Parsing and extracting relevant information such as WKN, ISIN, Current Value, and Purchase Price.
• Calculating investment changes and generating a comprehensive HTML report for easy sharing via SendGrid.

1. Trigger: The workflow can be executed manually or scheduled to run at 7:15 AM from Monday to Saturday.
2. Fetch Data: It retrieves investment data from Baserow, a database tool where stock information is stored.
3. HTTP Request: The workflow sends a request to Tradegate to fetch the stock page based on the ISIN provided in the database.
4. HTML Extraction: It parses the HTML response to extract vital stock information, including Bid, Ask, and Currency.
5. Data Formatting: The extracted data is formatted to include details like Name, ISIN, Count, Purchase Price, and the calculated Current Value.
6. Change Calculation: It computes the Change in value and Change (%) since purchase, providing insights into investment performance.
7. Build HTML Report: An HTML email body is constructed, summarizing the investments and changes with a clear table format.
8. Send Email: Finally, the report is sent via SendGrid to the specified email address, ensuring the user stays informed.