53

Senior n8n/AI Engineer to Build a Hedge Fund "Investment OS" (Obsidian/Local Files)

UpworkSGNot specifiedintermediate
PythonJSONLangChainGraphGoogle Workspace
I am an Emerging Markets Fixed Income Portfolio Manager building a proprietary "Investment OS" to automate my research, tracking, and daily briefing workflows. The system uses a local Obsidian markdown architecture. I have a functioning zero-to-one n8n pipeline that reads PDFs and generates analysis via LLMs (Claude/Gemini), but I am looking for a senior developer to build out the full operating system, adding sophisticated triggers, human-in-the-loop approvals, audio generation, and data mapping. Scope of Work: This project involves building 8 specific modules. We will approach this in phases: Phase 1: Dynamic Routing & Tracking Dynamic Folder IDs: Refactor my existing n8n workflow to stop using hardcoded "AI assimilation" folders. It must dynamically map to the correct Google Drive folder ID based on a master Google Sheet tracker. News & Thesis Tracker: Build a module that reads my master Google Sheet (invested, pipeline, etc.), scrapes relevant daily news, prioritizes items by sheet status, and checks news against my existing investment thesis (flagging only material deviations). Phase 2: Ingestion & Human-in-the-Loop (HITL) Drive PDF Listener: Set up a Google Drive trigger that detects new PDFs, generates an updated MEMO/PULSE markdown draft, and sends me an email summary of the changes. Crucial: This must use n8n's HITL or Wait nodes to ask for my approval/input via email reply before actually overwriting the local markdown files. Transcript Email Webhook: Build a similar HITL workflow triggered by a custom email webhook to process inbound Twinmind meeting transcripts. Phase 3: Audio & Agentic Sparring Macro Morning Podcast: Build a scheduled morning workflow that scrapes specific macro data points and uses a Text-to-Speech API (e.g., ElevenLabs or Google TTS) to generate a customized 3-minute morning briefing audio file sent to my phone/email. Sparring Agent: Deploy a simple chat interface (e.g., via Telegram or n8n chat trigger) hooked into my pipeline and macro thematics, allowing me to "spar" with the AI to generate actionable trade ideas each morning. Phase 4: Financial Data Automation Earnings Trigger & Excel: Build a workflow that listens for earnings reports on tracked names, extracts the key financials via Claude/Gemini, updates the markdown MEMO, and injects the new data into a standardized Excel/Google Sheet operating model template via API. Required Skills: Advanced n8n Mastery: Must have experience with n8n's Wait / Human-in-the-Loop nodes, dynamic routing, and complex data merging. API Integrations: Google Drive, Google Sheets, Microsoft Excel (Graph API), and Text-to-Speech APIs (ElevenLabs/OpenAI). LLM Prompt Engineering: Experience crafting strict JSON-output prompts for Claude 3.5 Sonnet and Gemini 1.5 Pro. Python (Bonus): For local directory management or complex data extraction.
View Original Listing
Unlock AI intelligence, score breakdowns, and real-time alerts
Upgrade to Pro — $29.99/mo