Automated Multi-Currency Stock Portfolio Tracker

The Challenge The client required a robust, fully automated system to track daily stock performance and volumes across multiple international markets (US, UK, Europe). Manually updating stock prices in Google Sheets was time-consuming and prone to human error, especially regarding currency conversions (e.g. USD/GBP to EUR) and formatting consistency.

The Solution I engineered a n8n workflow that orchestrates the entire data pipeline from API retrieval to final reporting.

Dynamic Data Fetching: The system iterates through a Google Sheets "Mapping Table" to identify which stocks to track and their target destination in the report.

Real-Time API Integration: Connects to the EODHD API to fetch end-of-day stock prices and trading volumes for global tickers.

Advanced Data Processing: Javascript Code Nodes utilize complex logic to handle arrays, format numbers (German locale), and map data to specific spreadsheet cells dynamically.

Smart Error Handling: Includes logic to detect empty sheets, calculate the next available row dynamically (appending data vs. overwriting), and manage API rate limits.

Reporting: Generates a clean, date-stamped entry in Google Sheets and triggers an email notification with a PDF snapshot of the day's performance at night.

The Outcome The client now has a "set and forget" system that runs automatically every morning. It provides an accurate, standardized view of their portfolio value in Euros, eliminating manual data entry and ensuring 100% data integrity for financial decision-making.

n8n (Workflow Automation)

Javascript (Data Transformation & Logic)

EODHD API (Financial Data)

Google Sheets API (Database & Reporting)

JSON (Data Structure)