仕事効率化

Email a Baserow Investment Report

Read holdings from Baserow, look up Tradegate bid prices and email an investment report.

Setup and use

Connect Baserow and SendGrid. Configure the table ID in Prepare the holdings report, and set a verified sender and recipient in Email the investment report. The Baserow table needs Name, ISIN, Count and Purchase Price fields. In n8n, connect Baserow and SendGrid, choose the table and configure sender and recipient. Activate one format.

Behavior

Run manually or Monday through Saturday at 07:15 UTC. For each holding, retrieve the Tradegate bid for its ISIN, calculate current value, change and percentage change, then email the combined report and total. Open Flow uses the minute boundary; n8n Cron V1 runs at a fixed second within minute 15. A missing quote or invalid holding stops the Open Flow report before email. An uncertain email outcome may have succeeded; inspect sent mail before retrying. Tradegate page format and market data availability may change. Open Flow requests the current tradegatebsx.com endpoint; n8n follows the original tradegate.de redirect.

Inspiration & credits

Changes to the source

Remove personal table and email settings and use UTC for the schedule. Open Flow escapes HTML, validates quote identity, reads Baserow pages and uses the Tradegate bid directly.

Adapted from Email an investment report in Zie619/n8n-workflows. The source export does not identify a separate template author or license.

The collection’s MIT notice is pinned at a later revision. This is the collection notice at that revision; it does not establish a separate original template author’s license. Our changes are listed above; see repository licensing.

MIT License

Copyright (c) 2025 Zie619

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the “Software”), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

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