Who is this workflow for? Streamline your fundamental stock analysis with our AI Crew-powered n8n workflow. This automated system leverages a team of specialized AI agents to generate insightful questions and analyze SEC 10K filings, delivering comprehensive stock evaluations effortlessly..

What does this workflow do?

  • Upsert Annual Report PDF: Start by using the first workflow in the template to upload a company’s annual report PDF, typically sourced from the SEC 10K filing.
  • Retrieve Webhook URL: Obtain the webhook URL from the second workflow template to enable communication between the front-end and back-end components.
  • Front-End Configuration:
    • Option 1: CrewAI with Replit:
      • Fork the Crew Agent Environment from Replit.
      • Set the N8N_WEBHOOK_URL and OpenAI_API_KEY variables to establish the connection.
    • Option 2: n8n Fully Visual Approach:
      • Utilize the provided n8n template to set up an AI-powered automated stock analysis without coding.
  • AI Crew Operations:
    • Senior Researcher: Identifies relevant data points and trends within the SEC filings.
    • Visionary: Forms strategic questions to delve deeper into the company’s fundamentals.
    • Senior Editor: Compiles and refines the analysis, ensuring clarity and coherence.
  • Stock Q&A Engine: Processes the questions generated by the AI Crew and answers them using the extracted SEC 10K data.
  • Integration with Tools: The workflow connects with various integrations such as Contact Form 7, Pipedrive, Google Sheets, WordPress, Gmail, and more to distribute and store the analysis results.
  • Output Delivery: The final detailed stock analysis report is generated and can be exported to your preferred platforms or emailed directly to stakeholders.

🤖 Why Use This Automation Workflow?

  • Efficiency: Automate the time-consuming process of generating and answering key analytical questions.
  • Accuracy: Utilize AI-driven insights to ensure thorough and precise analysis based on official SEC data.
  • Scalability: Easily manage multiple companies’ reports without manual intervention.
  • Integration: Seamlessly connects with essential tools like Google Sheets, WordPress, and Gmail to enhance your workflow.

👨‍💻 Who is This Workflow For?

This workflow is ideal for:

  • Financial Analysts seeking to automate and enhance their research processes.
  • Investors looking for detailed and reliable stock analysis without extensive manual effort.
  • Fintech Companies aiming to integrate automated stock analysis into their platforms.
  • Business Researchers who require systematic and comprehensive data evaluation.

🎯 Use Cases

  1. Automated Report Generation: Generate detailed stock analysis reports by automatically processing and interpreting SEC 10K filings.
  2. Investment Research Automation: Continuously monitor and analyze company filings to support investment decisions with up-to-date information.
  3. Data Integration for Financial Platforms: Integrate automated analysis results into financial dashboards, websites, or CRM systems for enhanced data accessibility.

TL;DR

This n8n workflow harnesses the power of AI to automate and enhance fundamental stock analysis. By integrating specialized AI agents with SEC data and essential tools, it provides accurate, efficient, and scalable stock evaluations, empowering financial professionals and investors to make informed decisions with ease.

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