Investment Portfolio Management System - Complete Overview

System Architecture

Two integrated N8N workflows providing automated US stock portfolio management through Telegram:

FLOW 1: Conversational Portfolio Manager

- Telegram bot for interactive portfolio management

- PDF upload & analysis via LlamaIndex Cloud API

- Natural language portfolio updates via GPT-4.1-mini

- Real-time user registration and data management

FLOW 2: Automated Weekly Reports

- Schedule-triggered weekly analysis (every 7 days)

- Perplexity AI sonar-deep-research for market analysis

- Professional PDF report generation via PDFco

- Automatic Telegram delivery to all registered users