Track portfolio performance and risk using Google Sheets and Alpha Vantage
Description This workflow helps users track and understand the performance of their stock portfolio in an automated and structured way. It reads portfolio holdings from Google Sheets, fetches the latest market prices, calculates key performance metrics, and updates the results back into the same sheet. In addition to standard return calculations, the workflow also classifies each holding based on overall performance and risk, making the output more actionable and easier to interpret. The workflo
At a glance
Track portfolio performance and risk using Google Sheets and Alpha Vantage is a ready-made n8n workflow you import as a workflow JSON file — no build required. It connects Google Sheets. It's free to download. Follow the 5-step import below to go live in minutes.
- Platform
- n8n
- Connects
- Google Sheets
- Modules
- 8
- Price
- Free
- Version
- v1.0

About this workflow
Description This workflow helps users track and understand the performance of their stock portfolio in an automated and structured way. It reads portfolio holdings from Google Sheets, fetches the latest market prices, calculates key performance metrics, and updates the results back into the same sheet. In addition to standard return calculations, the workflow also classifies each holding based on overall performance and risk, making the output more actionable and easier to interpret. The workflow is designed for investors who want a simple, repeatable way to monitor portfolio performance without manual calculations. ⚙️ What This Workflow Does - Reads portfolio holdings (stock, buy price, quantity, buy date) from Google Sheets - Fetches daily stock price data using Alpha Vantage - Calculates key metrics: - Invested Value - Current Value - Profit & Loss (P&L) - P&L Percentage - CAGR - Maximum Drawdown - Classifies each holding as Healthy, Watch, or Risk based on return and drawdown - Updates the same Google Sheet with the latest results - Runs automatically on a schedule ✅ Key Benefits - Eliminates manual portfolio tracking and calculations - Provides clear performance and downside risk visibility - Adds a simple decision layer through portfolio status classification - Keeps all portfolio data in one place (Google Sheets) - Dashboard-ready output for further analysis or visualization 🧩 Features - Scheduled portfolio evaluation - Daily market price data from Alpha Vantage - Deterministic, explainable financial calculations - Simple risk and performance classification logic - Google Sheets-based input and output Clean, update-in-place data handling (no duplicate rows) 🔐 Requirements - Alpha Vantage API key (for market price data) - Google Sheets OAuth credentials - An n8n instance (cloud or self-hosted) 🎯 Target Audience - Retail investors tracking long-term portfolios - Finance teams maintaining internal portfolio dashboards - Automation builders creating investment-related workflows - Users looking for a simple, explainable portfolio monitoring setup
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
Related N8n workflows
Automated PR code reviews with GitHub, GPT-4, and Google Sheets best practices
Send Go4Clients personalized SMS to new Google Sheet Spreadsheet rows
Generate videos with AI, ElevenLabs,PIAPI Shotstack/Creatomate & post to Youtube
Pharmacy inventory alerts for low stock & expiring medicine with Google Sheets
Automate daily AI news with Perplexity Sonar Pro (via Telegram)
AI Shopify product descriptions: GPT-4o Vision + Claude + Analytics
Reddit API Hub: Manage posts, comments & subreddits via server-sent events
Extract structured data from medical documents with Google Gemini AI
Reviews
No reviews yet
Be the first to buy and share your experience.
Leave a review
Sign in to share your experience with this workflow.
Create a free account to purchase workflows.
- 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