Zapier Google Sheets Claude AI Gmail Finance

Weekly Stock/ETF Analysis with Claude & Gmail

Automated portfolio analysis system that delivers AI-powered fundamental & technical insights straight to your inbox.

Download Template JSON · n8n compatible · Free
Automated stock portfolio analysis workflow connecting Google Sheets, Claude AI, and Gmail

What This Workflow Does

This automation transforms how you manage your investments by replacing hours of manual research with systematic, AI-powered analysis. It's designed for investors who want data-driven insights without the emotional bias or time commitment of traditional portfolio review.

The workflow connects your Google Sheets portfolio tracker with Claude AI's analytical capabilities and delivers comprehensive reports directly to your Gmail. It performs both fundamental analysis (company financials, earnings, news sentiment) and technical analysis (price patterns, indicators) to give you balanced investment recommendations.

Beyond simple monitoring, it includes an interactive feedback loop—midweek check-ins let you provide additional context or documents, which the system incorporates into refined analysis. This creates a collaborative relationship between your investment intuition and AI's data processing power.

How It Works

1. Portfolio Data Collection

The workflow begins by reading your current stock and ETF holdings from a designated Google Sheets spreadsheet. It handles both whole shares and fractional positions, ensuring accurate portfolio representation.

2. Dual-Analysis Execution

For each holding, Claude AI with web search capability performs deep fundamental analysis—examining financial statements, recent earnings, news sentiment, and industry trends. Simultaneously, technical analysis evaluates price movements, volume patterns, and key indicators like RSI and moving averages.

3. Recommendation Synthesis

The system combines both analytical approaches into clear buy/sell/hold recommendations with reasoning. It weighs fundamental strength against technical positioning to provide balanced guidance rather than chasing short-term price movements.

4. Automated Reporting

Comprehensive HTML reports are generated and delivered to your Gmail inbox every Monday. These include position summaries, analysis highlights, and actionable recommendations formatted for easy reading on any device.

5. Interactive Refinement

On Wednesdays, the system sends a follow-up email asking for additional input. If you reply with documents, questions, or market observations, it runs supplemental analysis incorporating your feedback and updates recommendations accordingly.

Who This Is For

This workflow is ideal for part-time investors, financial advisors managing client portfolios, and anyone who wants systematic investment analysis without paying for expensive financial software. It's particularly valuable for:

  • Busy professionals who want to stay informed about their investments but lack time for daily research
  • Long-term investors seeking disciplined, emotion-free portfolio monitoring
  • Financial advisors needing scalable client reporting systems
  • ETF and index fund holders who want regular performance and allocation reviews
  • DIY investors building their own automated financial dashboards

What You'll Need

  1. Google Sheets portfolio tracker with your current holdings (template provided)
  2. Gmail account for receiving analysis reports
  3. Anthropic API key for Claude AI access (sign up at console.anthropic.com)
  4. n8n account (cloud or self-hosted) to run the automation
  5. Basic spreadsheet skills to maintain your holdings data

Quick Setup Guide

Follow these steps to implement this automated analysis system:

  1. Duplicate the template – Copy the provided Google Sheets template and populate it with your investment positions.
  2. Connect your accounts – Authorize n8n to access your Google Sheets and Gmail accounts.
  3. Configure Claude AI – Add your Anthropic API credentials to enable the analysis engine.
  4. Update placeholders – Replace the sample email address, spreadsheet ID, and webhook identifiers with your own.
  5. Set your schedule – The workflow defaults to Monday 12pm EST for main analysis and Wednesday 12pm EST for follow-ups—adjust as needed.
  6. Test and activate – Run a manual test with a few holdings, then activate the schedule to begin automated weekly analysis.

Pro tip: Start with just 3-5 holdings to verify the analysis quality before scaling to your full portfolio. This lets you refine prompts and formatting without overwhelming your inbox.

Key Benefits

Saves 5+ hours weekly that would otherwise be spent manually researching holdings, reading earnings reports, and tracking market news. The automation does the heavy lifting while you focus on decision-making.

Reduces emotional investing by providing consistent, data-driven analysis regardless of market sentiment. This helps avoid panic selling during downturns and FOMO buying during rallies.

Improves portfolio diversification awareness through automated sector and concentration analysis. The system flags when any single position becomes disproportionately large relative to your overall portfolio.

Creates an investment journal automatically with weekly reports that document your portfolio's evolution, analysis rationale, and decision points—valuable for tax planning and performance review.

Scales with your portfolio from a few holdings to hundreds without additional time investment. The same system that works for personal investing can be adapted for professional financial advisory use.

Frequently Asked Questions

Common questions about investment portfolio automation and AI analysis

Automating portfolio analysis saves you hours of manual research each week, removes emotional bias from investment decisions, and ensures you get consistent, data-driven insights. It helps you spot trends, risks, and opportunities faster than manual tracking, allowing you to act on market changes proactively.

For example, instead of spending Sunday evenings researching your holdings, the system delivers a comprehensive report Monday morning—freeing up time while actually improving the quality of your analysis through AI-powered pattern recognition.

AI like Claude can process vast amounts of financial data, news, earnings reports, and technical indicators simultaneously—far beyond human capacity. It identifies subtle patterns, cross-references global market events, and provides unbiased buy/sell/hold recommendations based on both fundamental and technical factors.

Traditional analysis often focuses on either fundamentals OR technicals. AI synthesizes both approaches, considers non-obvious correlations, and updates its analysis instantly as new data emerges—something impossible for manual researchers.

Using Google Sheets as a central portfolio database means your holdings data is always up-to-date and accessible from anywhere. When connected to AI analysis, you get automated insights directly linked to your live spreadsheet without manual data transfers between systems.

This eliminates data entry errors, ensures analysis is based on your exact positions (including fractional shares), and creates a seamless workflow where your portfolio tracking and analysis systems are perfectly synchronized.

Absolutely. Automated systems continuously monitor your portfolio for concentration risk, sector overexposure, and individual stock volatility. They can flag when a holding becomes too large a percentage of your portfolio, alert you to negative earnings surprises or analyst downgrades, and suggest rebalancing strategies.

Most importantly, they do this without emotional attachment—warning you about risks you might rationalize away when manually reviewing your own investments.

For active investors, weekly analysis is ideal to catch meaningful market movements without overreacting to daily noise. Monthly reviews work well for long-term index fund investors. This workflow supports both cadences, providing comprehensive reports that highlight significant changes rather than minor fluctuations.

The key is consistency—regular automated analysis helps you stay disciplined, avoid emotional decisions, and maintain a long-term strategy even during market volatility.

The system pulls real-time price data, company financials, news sentiment, earnings reports, technical indicators (like RSI and moving averages), and broader market trends. By combining fundamental analysis (company health) with technical analysis (price patterns), it gives you both a microscope and telescope view of your investments.

Unlike human analysts who might focus on familiar sources, AI can simultaneously scan SEC filings, earnings call transcripts, analyst reports, news articles, and social sentiment—providing a more complete picture.

Yes, absolutely. GrowwStacks specializes in building tailored automation systems for financial advisors, fund managers, and serious investors. We can create workflows that integrate with your specific brokerage APIs, incorporate proprietary research models, generate client-ready reports, and trigger automated rebalancing actions based on your unique strategy.

Custom solutions might include multi-portfolio comparison dashboards, regulatory compliance tracking, automated tax lot optimization, or integration with financial planning software. We work with you to understand your specific needs and build a system that enhances rather than replaces your investment process.

  • Connect to proprietary data sources or internal research databases
  • Generate formatted PDF reports for client meetings
  • Create alert systems for specific market conditions or price targets
  • Build multi-advisor workflows with approval chains and audit trails

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