Portfolio Intelligence Agent - Complete with RAG
Configured with Convert To File, Gmail, HTTP Request, Read Binary File, and additional nodes. Review the connections and setup before adapting this template.
Node categories in this workflow
- Trigger
- Files / media
- Code
- Transform
- Web / API
- Messaging
Icons describe general node roles, inferred from node types. Inspect the parameters for the configured action.
Drag to pan; use + and − to zoom. Reconstructed from the exported node positions; nothing runs here. Dashed lines represent non-main connections. Full node names and notes appear below.
How it works
The exported workflow contains the following configured nodes. Their connections are shown above; inspect the JSON for the complete logic, expressions, and external actions.
| Node | Category | Type | Operation |
|---|---|---|---|
| Manual Trigger | Trigger | Manual Trigger | See node parameters |
| Schedule Trigger | Trigger | Schedule Trigger | See node parameters |
| Read Holdings File | Files / media | Read Binary File | See node parameters |
| Parse JSON Holdings | Code | Code | See node parameters |
| Calculate Portfolio Metrics | Code | Code | See node parameters |
| Read Previous Summaries | Files / media | Read Binary File | See node parameters |
| Fetch & Extract Stock Prices | Code | Code | See node parameters |
| Parse Summaries CSV | Code | Code | See node parameters |
| Calculate Daily Return | Code | Code | See node parameters |
| Read Knowledge Base1 | Files / media | Read Write File | See node parameters |
| Parse Knowledge Base CSV | Code | Code | See node parameters |
| Read Portfolio History CSV | Files / media | Read Write File | See node parameters |
| Parse Portfolio History Data | Code | Code | See node parameters |
| Build Portfolio Analysis | Code | Code | See node parameters |
| RAG-Retrieve Context | Code | Code | See node parameters |
| Extract AI Summary | Code | Code | See node parameters |
| Split Out | Transform | Split Out | See node parameters |
| Generate AI Summary (Groq) | Web / API | HTTP Request | POST |
| Send a message | Messaging | Gmail | See node parameters |
| Append Portfolio History1 | Files / media | Read Write File | write |
| Convert Holdings to CSV | Transform | Convert To File | See node parameters |
| Convert Summary to CSV | Transform | Convert To File | See node parameters |
| Append Daily Summary | Files / media | Read Write File | write |
Setup
- Download the JSON and import it into an isolated n8n instance. Leave the workflow inactive.
- Connect your own credentials through n8n’s credential store. Replace
REPLACE_WITH_*values with your resource identifiers. - Inspect API destinations, Code nodes, database queries, file paths, and outbound actions.
- Run with synthetic data and harmless destinations. Enable triggers only after checking the actual outputs.
Requirements
An n8n instance with the listed node types and compatible versions. Service-connected workflows may require accounts, credentials, or paid APIs.
Credential types declared in the source
gmailOAuth2
Workflow notes
Portfolio Intelligence Agent - Complete with RAG
Portfolio Intelligence Agent - Complete with RAG
Purpose and structure
This folder contains the Portfolio Intelligence Agent - Complete with RAG workflow. Its executable nodes use code, convertToFile, gmail, httpRequest, manualTrigger, readBinaryFile, readWriteFile, scheduleTrigger, splitOut. The table and connection map below are derived from the JSON, not an inferred guarantee of behavior.
Setup
Import inactive. Configure your own credentials and replace REPLACE_WITH_* values. Review external destinations and Code nodes before running.
Entry points
Manual Trigger, Schedule Trigger
Verification
Sanitized source candidate; not runtime-tested. This overview is generated from node metadata. Read the folder README for the connection map, credential types, and license.
Attribution
Nik Bear Brown; rights confirmed 2026-10-19 MIT; preserve source notices.