Automation library · Research and reporting

Automate fundamental stock analysis with Google Sheets DCF

Started by someone submitting a form, and works across Google Sheets. 22 steps: large, and worth reading before you trust it with anything live.

Large

22 stepsLarge: read it before trusting it with anything live
0Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Logic 11Service 10

The steps in the order they run, from what starts it.

  1. 1Use if most recent company filing is quarterly reportForm triggerStarts it
  2. 2Annual ReportsHttp RequestService
  3. 3Quarterly ReportsHttp RequestService
  4. 4RatiosHttp RequestService
  5. 5MarketCapHttp RequestService
  6. 6MergeMergeLogic
  7. 7Merge3MergeLogic
  8. 8Filter Important FinancialsCodeLogic
  9. 9Aggregate1AggregateLogic
  10. 10DCF CalculatorCodeLogic
  11. 11Merge1MergeLogic
  12. 12Calculate TTMCodeLogic
  13. 13Prep For SheetsCodeLogic
  14. 14Split OutSplit OutLogic
  15. 15Split Out1Split OutLogic
  16. 16Split Out2Split OutLogic
  17. 17Clear GraphDataGoogle SheetsService
  18. 18Clear GrowthTableGoogle SheetsService
  19. 19Clear DCFTableGoogle SheetsService
  20. 20Update GraphDataGoogle SheetsService
  21. 21Update Growth TableGoogle SheetsService
  22. 22Update DCFTableGoogle SheetsService

How it's built

Starts on
Someone submitting a form
Steps
22
Size
Large: read it before trusting it with anything live
Connects to
Google Sheets
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Google Sheets account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone submitting a form.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Take your time. At 22 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 22 steps before you point it at anything that matters.