# Automate fundamental stock analysis with Google Sheets DCF: n8n workflow

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

Source: https://millionrounds.com/workflow/automate-fundamental-stock-analysis-with-google-sheets-dcf (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Research and reporting](https://millionrounds.com/workflows?category=Research+and+reporting#library)

# 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

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-fundamental-stock-analysis-with-google-sheets-dcf)

**22 steps** Large: read it before trusting it with anything live

**0** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 1 Logic 11 Service 10

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

- 1 **Use if most recent company filing is quarterly report** Form trigger *Starts it*
- 2 **Annual Reports** Http Request *Service*
- 3 **Quarterly Reports** Http Request *Service*
- 4 **Ratios** Http Request *Service*
- 5 **MarketCap** Http Request *Service*
- 6 **Merge** Merge *Logic*
- 7 **Merge3** Merge *Logic*
- 8 **Filter Important Financials** Code *Logic*
- 9 **Aggregate1** Aggregate *Logic*
- 10 **DCF Calculator** Code *Logic*
- 11 **Merge1** Merge *Logic*
- 12 **Calculate TTM** Code *Logic*
- 13 **Prep For Sheets** Code *Logic*
- 14 **Split Out** Split Out *Logic*
- 15 **Split Out1** Split Out *Logic*
- 16 **Split Out2** Split Out *Logic*
- 17 **Clear GraphData** Google Sheets *Service*
- 18 **Clear GrowthTable** Google Sheets *Service*
- 19 **Clear DCFTable** Google Sheets *Service*
- 20 **Update GraphData** Google Sheets *Service*
- 21 **Update Growth Table** Google Sheets *Service*
- 22 **Update DCFTable** Google Sheets *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-fundamental-stock-analysis-with-google-sheets-dcf)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)

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Also research and reporting, with the same services where possible, closest in size first.

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