AcademyWorkflowsFinance

Track investments using Baserow and n8n

Finance teams and individual investors who want a daily email summary of their positions and prices.

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track-investments-using-baserow-and-n8n.json

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What it does

An n8n workflow that reads a list of investments from a Baserow table and fetches their current prices from a stock exchange, using each ISIN. On a daily morning schedule it builds an HTML summary and sends it by email through SendGrid. The example uses Tradegate, but another exchange or email service can be swapped in.

Use cases

  1. 01Sending a morning email with current portfolio prices
  2. 02Keeping a table of holdings with count and purchase price
  3. 03Swapping in a REST API from a different exchange

Connects

HTTP Request · SendGrid · Baserow

Questions about
Track investments using Baserow and n8n.

What is Track investments using Baserow and n8n used for?

Finance teams and individual investors who want a daily email summary of their positions and prices. An n8n workflow that reads a list of investments from a Baserow table and fetches their current prices from a stock exchange, using each ISIN. On a daily morning schedule it builds an HTML summary and sends it by email through SendGrid. The example uses Tradegate, but another exchange or email service can be swapped in.

How do I import Track investments using Baserow and n8n into n8n?

Copy the workflow JSON from this page and paste it onto the n8n canvas with Ctrl+V or Cmd+V. Then connect your credentials in each node.

Is Track investments using Baserow and n8n safe to use?

It passed our automatic scan for credential theft, hidden instructions and risky install commands. Third party open source software. Sabemos AI does not maintain it. Check the code and permissions before you connect it to company data.

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