Templates / AI-powered automated stock analysis

AI-powered automated stock analysis

Ready for 3.0

by Derek Cheung ✓ · 14,739 views · created 2024-03-31 · 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.

What this workflow does

This AI workflow has 14 nodes and runs manually, when you click “Execute workflow”. Along the way it connects Wikipedia, Google Docs and OpenAI.

How it runs

Trigger: Manually, when you click “Execute workflow”.

  1. Settings (Edit Fields (Set)): sets or maps fields
  2. Plan work for team (OpenAI): uses OpenAI, with 2 tools (Wikipedia, SEC10 Tool)
  3. Delegate work (Split Out): splits a list into separate items
  4. Combine all sections from researchers (Merge): merges the data from its input branches
  5. Do detailed research (OpenAI): uses OpenAI, with 2 tools (Wikipedia, SEC10 Tool)
  6. Draft report (Code): runs custom JavaScript code
  7. Polish report (OpenAI): uses OpenAI
  8. Create new Google docs (Google Docs): uses Google Docs
  9. Update document with report (Google Docs): uses Google Docs

Services it uses

WikipediaGoogle DocsOpenAI

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (9)

From the author

Introduction: Streamline your fundamental stock analysis process with AI-powered automation. By harnessing the power of SEC 10K reports - comprehensive documents required by the SEC containing vital company information - this template automates the analysis…

Excerpt from Derek Cheung's description on n8n.io.

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

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