Home >Marketplace
On this page

Overview

Managing investment portfolios manually wastes time on data gathering, price checks, and calculations. This workflow pulls your portfolio from Google Sheets, fetches live market prices by ISIN, computes current values and profits, then outputs a clean, timestamped HTML report. It replaces tedious manual updates with automated daily snapshots for quick, reliable portfolio insights.

The Impact

  • Eliminate manual data entry. Auto-fetch portfolio rows directly from Google Sheets.
  • Automate real-time valuations. Gather current bid prices from tradegate.de per ISIN.
  • Generate instant reports. Create timestamped HTML summaries with totals and profit/loss.
  • Facilitate quick decisions. See up-to-date portfolio snapshots daily without lifting a finger.

Who This Is For

  • Fund Managers needing daily automated portfolio valuations for quick overviews.
  • Individual Investors wanting morning snapshots to guide trading decisions.
  • Investment Advisors generating periodic client reports with live market data.
  • Data Analysts requiring structured, real-time portfolio data for research.

How It Works

1
  1. Data Fetch
  2. Read full portfolio sheet rows from Google Sheets using SpreadsheetId and SheetName.
2
  1. Data Parsing
  2. Convert raw sheet rows into objects keyed by headers for structured processing.
3
  1. Valuation Calculation
  2. For each stock, fetch live bid price from tradegate.de by ISIN and calculate current value, profit/loss, and percentage change.
4
  1. Report Generation
  2. Render all valuations into an HTML table with column headers, item details, totals, and current timestamp for easy review or distribution.

What You'll Need

Before using this template, make sure you have:

  • A Google Sheets spreadsheet with portfolio data, including headers like Name, ISIN, Count, and Purchase Price.
    Google Sheets OAuth credentials configured for authorized access.
    SpreadsheetId (the unique ID from your Google Sheets URL).
    SheetName matching your portfolio data tab (default is "Portfolio").

How to Use

  1. Step 1. Prepare Your Spreadsheet

    2. Set up your Google Sheets portfolio with proper headers and data rows.

  2. Step 2. Configure Credentials

    3. Ensure Google Sheets OAuth credentials are set for this workflow to access your sheet.

  3. Step 3. Input Parameters

    4. Enter your SpreadsheetId and SheetName into the workflow parameters.

  4. Step 4. Run the Workflow

    5. Execute to fetch data, calculate valuations, and generate the HTML snapshot.

  5. Step 5. Verify Results

    6. Check the generated HTML report for accurate and timely portfolio valuation details.

FAQs

How does this workflow fetch live stock prices?
It accesses tradegate.de's order book page using each stock's ISIN and parses the current bid price from the HTML content.
What if some stocks in my portfolio lack an ISIN?
Stocks without an ISIN are skipped during valuation since the workflow relies on ISIN to fetch market data.
Can I customize the sheet tab name?
Yes. The default sheet name is "Portfolio" but you can specify any sheet tab name via the SheetName parameter.
What format is the final report delivered in?
The workflow outputs a timestamped HTML table summarizing each stock’s current value, profit/loss, and totals for easy viewing or email distribution.
Updated on: Sep 18, 2026
Was This Page Helpful?
Prev Crawl the Latest 20 TechCrunch Articles
Next Briefing Automator

More Workflows for Inspiration

🔧
Scheduled Deletion of Database Records by Product Code
Automate deletion of product-specific database records to reduce manual cleanup and maintain data integrity.
Learn more >
⚙️
Deep Web Scraper and Logger
Automate discovery and scraping of keyword-linked subpages, logging results to Google Sheets and Drive.
Learn more >
🔍
Briefing Automator
Automatically scrape, summarize, and archive web articles while notifying your team instantly.
Learn more >