Who is this workflow for? Enhance your fundamental stock analysis by leveraging AI-driven automation. This workflow utilizes SEC 10K reports, essential documents containing critical company data, to streamline the analysis process from planning to publication..

What does this workflow do?

  • Setup the Workflow: Initialize the Stock Q&A Workflow using the provided n8n template.
  • Customize for the Target Company: Modify the setup node to specify the company you wish to analyze.
  • Data Collection and Analysis:
    • Senior Research Analyst: Plans the analysis strategy and assigns tasks.
    • Research Analysts: Execute the analysis based on the plan, utilizing the SEC 10K reports.
    • Senior Editor: Reviews and refines the draft report for accuracy and clarity.
  • Report Generation: The workflow employs an AI persona to compile sections such as business overview, strategy, SWOT analysis, near-term catalysts, and top risks.
  • Control Report Details: Adjust the length and depth of the report as needed.
  • Publish the Report: Specify the file name in the Google Docs node to finalize and distribute the report.

🤖 Why Use This Automation Workflow?

  • Efficiency: Automates repetitive tasks, reducing the time required for comprehensive stock analysis.
  • Consistency: Ensures uniformity in reports by following a standardized workflow.
  • Scalability: Easily analyze multiple companies simultaneously without increasing manual workload.

👨‍💻 Who is This Workflow For?

This workflow is ideal for financial analysts, investment firms, research departments, and anyone involved in evaluating company performances and making informed investment decisions.

🎯 Use Cases

  1. Investment Research Firms: Automate the generation of detailed stock analysis reports to support investment strategies.
  2. Corporate Finance Teams: Streamline internal assessments of company performance and strategic planning.
  3. Financial Advisors: Provide clients with timely and accurate stock analysis reports without extensive manual effort.

TL;DR

This AI-powered workflow automates the entire stock analysis process, from data collection through report generation and publication. By integrating tools like GraphQL, Google Sheets, and Gmail, it provides a seamless and efficient solution for producing comprehensive financial reports.

Get started with n8n
Need help with n8n?

Related

Store Phantom Data in Airtable Using n8n

Automate storing PhantomJS outputs in Airtable. Streamline data collection and management with this efficient n8n workflow template. 

  • 557
  • 9

Receipt Image Processing for Automated Purchase Tracking

Streamline purchase tracking with automated receipt image processing, improving accuracy and efficiency, using this n8n template. 

  • 582
  • 16

WordPress Content Automation System v3 with n8n

Automate content creation, enhance efficiency, and leverage advanced features with this n8n template for seamless WordPress integration. 

  • 980
  • 18

Help us find the best n8n templates

About

A curated directory of the best n8n templates for workflow automations.

Navigation

Submit