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.

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