📈 AI crew to automate fundamental stock analysis - Q&A workflow
⚡ 31,815 views · 📈 Crypto Trading & Stock Market
Description
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
Setup steps:
- Use first workflow in template to upsert a company annual report PDF (such as from SEC 10K filling)
- 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 N8N_WEBHOOK_URL variable
- Set OpenAI_API_KEY variable
🔗 Nodes Used
Webhook, Google Drive, Question and Answer Chain, Binary Input Loader, Embeddings OpenAI, OpenAI Chat Model
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File