{ "name": "Portfolio Dashboard", "nodes": [ { "parameters": { "path": "Portfolio", "responseMode": "responseNode", "options": {} }, "name": "Webhook", "type": "n8n-nodes-base.webhook", "typeVersion": 2.1, "position": [ 240, 300 ] }, { "parameters": { "workflowId": { "__rl": true, "value": "REPLACE_WITH_RESOURCE", "mode": "list" }, "workflowInputs": { "mappingMode": "defineBelow", "value": {} }, "options": {} }, "name": "Call Portfolio Price Fetcher", "type": "n8n-nodes-base.executeWorkflow", "typeVersion": 1.3, "position": [ 460, 300 ] }, { "parameters": { "jsCode": "const items = $input.all();\nlet portfolioData = null;\n\nif (items && items.length > 0 && items[0].json) {\n portfolioData = items[0].json;\n}\n\nif (!portfolioData || !portfolioData.stocks || portfolioData.stocks.length === 0) {\n return [{\n json: {\n html: 'Error

No Data

Run Portfolio Price Fetcher workflow first.

'\n }\n }];\n}\n\nconst stocks = portfolioData.stocks;\nconst summary = portfolioData.summary;\nconst totalValue = parseFloat(summary.totalCurrentValue);\nconst totalCost = parseFloat(summary.totalCostBasis);\nconst totalGain = parseFloat(summary.totalGainLoss);\nconst totalReturn = parseFloat(summary.totalReturn);\n\nlet tableRows = '';\nstocks.forEach(stock => {\n const gain = parseFloat(stock.gainLoss);\n const pct = parseFloat(stock.gainLossPct);\n const color = gain >= 0 ? '#10b981' : '#ef4444';\n const arrow = gain >= 0 ? 'โ†‘' : 'โ†“';\n tableRows += '' + stock.ticker + '' + stock.shares + '$' + stock.buyPrice + '$' + stock.currentPrice + '$' + parseFloat(stock.currentValue).toLocaleString('en-US', {minimumFractionDigits: 2}) + '' + arrow + ' $' + Math.abs(gain).toLocaleString('en-US', {minimumFractionDigits: 2}) + '' + (pct >= 0 ? '+' : '') + pct + '%';\n});\n\nconst chartLabels = stocks.map(s => \"'\" + s.ticker + \"'\").join(',');\nconst chartValues = stocks.map(s => parseFloat(s.currentValue)).join(',');\n\nconst html = `\n\n\n \n \n AI Portfolio Tracker\n \n\n\n
\n

๐Ÿค– AI Investment Portfolio

\n

Real-time tracking of your AI stock investments โ€ข Powered by n8n

\n \n
\n
\n
Portfolio Value
\n
$${totalValue.toLocaleString('en-US', {minimumFractionDigits: 2})}
\n
\n
\n
Total Cost
\n
$${totalCost.toLocaleString('en-US', {minimumFractionDigits: 2})}
\n
\n
\n
Total Gain/Loss
\n
${totalGain >= 0 ? '+' : ''}$${Math.abs(totalGain).toLocaleString('en-US', {minimumFractionDigits: 2})}
\n
${totalReturn >= 0 ? '+' : ''}${totalReturn}%
\n
\n
\n
Holdings
\n
${stocks.length}
\n
AI Stocks
\n
\n
\n \n
= 0 ? 'status-badge status-positive' : 'status-badge status-negative'}\">\n ${totalGain >= 0 ? '๐Ÿ“ˆ' : '๐Ÿ“‰'} Portfolio is ${totalGain >= 0 ? 'UP' : 'DOWN'} $${Math.abs(totalGain).toLocaleString('en-US', {minimumFractionDigits: 2})} (${totalReturn >= 0 ? '+' : ''}${totalReturn}%)\n
\n \n
\n
\n

๐Ÿฅง Portfolio Allocation

\n \n
\n
\n

๐Ÿ“Š Holdings Details

\n \n \n \n \n \n \n \n \n \n \n \n \n \n ${tableRows}\n \n
TickerSharesBuy PriceCurrentValueGain/LossReturn
\n
\n
\n \n
\n ๐Ÿ”„ Refresh Portfolio\n

Last updated: ${summary.lastUpdatedFormatted}

\n

Data from Yahoo Finance โ€ข Built with n8n

\n
\n
\n\n \n \n\n`;\n\nreturn [{ json: { html: html } }];" }, "name": "Generate HTML Dashboard", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 680, 300 ] }, { "parameters": { "respondWith": "text", "responseBody": "={{$json.html}}", "options": { "responseHeaders": { "entries": [ { "name": "Content-Type", "value": "text/html" } ] } } }, "name": "Respond to Webhook", "type": "n8n-nodes-base.respondToWebhook", "typeVersion": 1.4, "position": [ 900, 300 ] }, { "id": "bd79f58d-1bf2-574b-adb3-c96e62b22586", "name": "Publication ยท Overview and setup", "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ -800, 0 ], "parameters": { "content": "# Portfolio Dashboard\n\n## Purpose and structure\nThis folder contains the **Portfolio Dashboard** workflow. Its executable nodes use `code`, `executeWorkflow`, `respondToWebhook`, `webhook`. The table and connection map below are derived from the JSON, not an inferred guarantee of behavior.\n\n## Setup\nImport inactive. Configure your own credentials and replace REPLACE_WITH_* values. Review external destinations and Code nodes before running.\n\n## Entry points\nWebhook\n\n## Verification\nSanitized source candidate; not runtime-tested. This overview is generated from node metadata. Read the folder README for the connection map, credential types, and license.\n\n## Attribution\nNik Bear Brown; rights confirmed 2026-10-19\nMIT; preserve source notices.", "width": 700, "height": 800, "color": 1 } } ], "connections": { "Webhook": { "main": [ [ { "node": "Call Portfolio Price Fetcher", "type": "main", "index": 0 } ] ] }, "Call Portfolio Price Fetcher": { "main": [ [ { "node": "Generate HTML Dashboard", "type": "main", "index": 0 } ] ] }, "Generate HTML Dashboard": { "main": [ [ { "node": "Respond to Webhook", "type": "main", "index": 0 } ] ] } }, "active": false }