Generate stock market investment reports from FinancialDatasets.ai with AI
Needs changesNeeds changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 75 nodes and runs when a chat message arrives. Along the way it connects OpenAI Chat Model and Gmail.
How it runs
Trigger: When a chat message arrives.
- Ticker Extractor (AI Agent): runs an AI agent, with model: OpenAI Chat Model; output parser: Structured Output Parser
- Ticker Array (HTTP Request): calls an HTTP API
- Checks if ticker exists in DB (If): checks a condition and branches into true / false
- Earnings Releases (HTTP Request): calls an HTTP API
- Company Facts (HTTP Request): calls an HTTP API
- Ticker Prices (HTTP Request): calls an HTTP API
- Financial Metrics (HTTP Request): calls an HTTP API
- Insider Trades (HTTP Request): calls an HTTP API
- News (HTTP Request): calls an HTTP API
- Extract Data (Split Out): splits a list into separate items
…plus 35 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in Ticker Extractor (v1.8), Ben Graham (v1.8), Bill Ackman (v1.8)…: replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) Ticker Extractor (v1.8), Ben Graham (v1.8), Bill Ackman (v1.8), Cathie Wood (v1.8), Charlie Munger (v1.8), Sentiment Analysis (v1.8), Techical Analysis (v1.8), Warren Buffet (v1.8), Valuation Analysis (v1.8), Report Builder (v1.8) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (11)
- HTTP Request
n8n-nodes-base.httpRequest - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - AI Agent
@n8n/n8n-nodes-langchain.agent - If
n8n-nodes-base.if - Calculator
@n8n/n8n-nodes-langchain.toolCalculator - Merge
n8n-nodes-base.merge - Chat Trigger
@n8n/n8n-nodes-langchain.chatTrigger - Split Out
n8n-nodes-base.splitOut - Code
n8n-nodes-base.code - Gmail
n8n-nodes-base.gmail
From the author
🚀 Perfect if you are... - 💰 Beginner Investor – Learn the market faster with AI-powered insights guiding your decisions. - 📈 Retail Trader – Optimize your trading strategy with in-depth analysis typically reserved for professionals. - 🏦 Hedge Fund &…