Templates / AI crew to automate fundamental stock analysis - Q&A workflow

AI crew to automate fundamental stock analysis - Q&A workflow

Ready for 3.0

by Derek Cheung ✓ · 31,991 views · created 2024-03-19 · Crypto Trading, AI RAG

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

Nodes used (12)

Google DriveDefault Data LoaderRecursive Character Text SplitterQdrant Vector StoreQuestion and Answer ChainVector Store RetrieverOpenAI Chat ModelEmbeddings OpenAI

What it does

How it works: Using a Crew of AI agents (Senior Researcher, Visionary, and Senior Editor), this crew will automatically determine the right questions to ask to produce a detailed fundamental stock analysis. This application has two components: a front-end and a Stock Q&A engine. The front end is the team of agents automatically figuring out the questions to ask, and the back-end part is the ability to answer those questions with the SEC 10K data. This template implements the Stock Q&A engine. For the front-end of the application, you can choose one of two options: - using CrewAI with the Replit environment (code approach) - fully visual approach with n8n template (AI-powered automated stock analysis) !stockaiexplainerdiagram.png(fileId:783) Setup steps: 1. Use first workflow in template to upsert a company annual report PDF (such as from SEC 10K filling) 2. Get URL for Webhook in second workflow template CrewAI front-end: Youtube overview video - Fork this AI Agent environment Crew Agent Environment - Set the webhook URL into N8NWEBHOOKURL variable - Set OpenAIAPIKEY variable

View the original on n8n.io → Check your own copy

Get the weekly “what broke” email

New templates, newly broken ones, and n8n release changes. One short email a week.

Form not loading? Subscribe here.