Get a daily email that shows how your investments are doing. It reads your holdings from a Baserow table, pulls current prices, and sends a clear HTML report with SendGrid. Great for finance teams and solo investors who want a quick morning snapshot.

A schedule runs at 07:15 Monday to Saturday, and you can also run it by hand for testing. Each row in Baserow provides an ISIN that is used to fetch the Tradegate page. The HTML is parsed to capture key values like the latest price. The data is mapped into clean fields, then the profit and percent change are calculated. A function builds a tidy HTML table from all columns. The finished report is emailed to your chosen inbox with SendGrid.

You need a Baserow table with Name, ISIN, Count, and Purchase Price. Set your SendGrid from and to emails and verify your sender in SendGrid. Expect to cut morning checks from about 30 minutes to under 2 minutes while keeping numbers consistent. This is a good fit for personal portfolios, small funds, and finance teams that want a simple daily brief. If the Tradegate page layout changes, update the CSS selectors in the HTML extract step to keep results accurate.

• Scheduled run at 07:15 Monday to Saturday using Cron
• Manual trigger option for quick tests or ad hoc updates
• Reads holdings from a Baserow table with Name, ISIN, Count, and Purchase Price
• Fetches the Tradegate page per ISIN with an HTTP request
• Parses HTML content to extract values like the current price
• Calculates change and percent change from purchase price
• Builds a formatted HTML table report with a Function node
• Sends the report as an HTML email through SendGrid

• Reduce manual price checks from 30 minutes to 2 minutes each day
• Automate 100 percent of portfolio email reporting
• Improve accuracy by removing copy and paste errors
• Connect Baserow data to SendGrid emails without manual steps
• Scale to more holdings with no extra effort

1. Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
2. You'll need accounts with Baserow and SendGrid. See the Tools Required section above for links to create accounts with these services.
3. In Baserow, create a database and a table with columns Name, ISIN, Count, and Purchase Price. Add a few sample rows so you can test.
4. Open the Baserow node in n8n. In the Credential to connect with dropdown, click Create new credential, then follow the on screen instructions to connect your Baserow account using an API token from your Baserow profile. Select your database and the correct table.
5. Check the HTTP Request node. Confirm the URL is https://www.tradegate.de/orderbuch.php and the query parameter name is isin mapped to your ISIN field from Baserow.
6. Open the HTML Extract node and run a single test item. Make sure the selectors return values. If you see empty fields, inspect the page and update the CSS selectors to match the current layout.
7. Open the SendGrid node. In the Credential dropdown, click Create new credential, then use an API Key from your SendGrid dashboard. Verify your sender domain and from email in SendGrid to avoid delivery issues.
8. Set the From Email and To Email in the SendGrid node to addresses you control. Send a quick test run to confirm delivery.
9. Review the Set and Calculate nodes. Confirm the fields for Current Value, Purchase Price, Change, and Change (%) are present and show reasonable numbers.
10. Open the Function node that builds HTML. Execute the previous nodes and preview the html field. It should show a complete table with your columns.
11. Adjust the Cron node schedule if needed. The default is 15 7 * * 1-6, which runs at 07:15 Monday to Saturday. Set your time zone in n8n so it sends at the right local time.
12. Turn on the workflow. After the first scheduled run, check your inbox and SendGrid activity. If the email is empty or missing values, recheck the HTML Extract selectors and confirm Baserow and SendGrid credentials are valid.