Automated US stock portfolio analysis with Telegram, Perplexity AI & PDF reports
System Architecture Two integrated N8N workflows providing automated US stock portfolio management through Telegram: FLOW 1: Conversational Portfolio Manager - Telegram bot for interactive portfolio management - PDF upload & analysis via LlamaIndex Cloud API - Natural language portfolio updates via GPT-4.1-mini - Real-time user registration and data management FLOW 2: Automated Weekly Reports - Schedule-triggered weekly analysis (every 7 days) - Perplexity AI sonar-deep-research for market ana
At a glance
Automated US stock portfolio analysis with Telegram, Perplexity AI & PDF reports is a ready-made n8n workflow you import as a workflow JSON file — no build required. It connects OpenAI, Telegram, Perplexity. It's free to download. Follow the 5-step import below to go live in minutes.
- Platform
- n8n
- Connects
- OpenAI, Telegram, Perplexity
- Modules
- 59
- Price
- Free
- Version
- v1.0

About this workflow
System Architecture Two integrated N8N workflows providing automated US stock portfolio management through Telegram: FLOW 1: Conversational Portfolio Manager - Telegram bot for interactive portfolio management - PDF upload & analysis via LlamaIndex Cloud API - Natural language portfolio updates via GPT-4.1-mini - Real-time user registration and data management FLOW 2: Automated Weekly Reports - Schedule-triggered weekly analysis (every 7 days) - Perplexity AI sonar-deep-research for market analysis - Professional PDF report generation via PDFco - Automatic Telegram delivery to all registered users
How to import this n8n workflow
- 1
Download the workflow JSON file after purchase.
- 2
Open n8n → click the menu → Import from File.
- 3
Select the downloaded JSON and import.
- 4
Set up credentials for each node that requires them.
- 5
Click Execute Workflow to test, then activate.
Setup guide
Setup guide included
Purchase to unlock the full step-by-step guide
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- JSON blueprint — instant download
- Setup guide PDF included
- 5 downloads · valid 30 days
- Works with n8n
Need help setting this up?
Book a 3-hour live setup session with an Agility consultant.
- Configure live on Google Meet / Zoom
- Free follow-up if workflow has defects
- Platform expert assigned to you