Automation library · Research and reporting

Generate AI stock reports w/ fundamental, technical, & news

Started by someone submitting a form, and works across Email. It puts Gemini and OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 58 steps, 4 branches, 4 loops or waits: large, and worth reading before you trust it with anything live.

LargeCalls a model: Gemini, OpenAIRetrieval

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58 stepsLarge: read it before trusting it with anything live
4Branches: places the flow splits
4Loops or waits
1Service it connects to

The flow

Starts it 3Model 11Logic 32Service 12

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

  1. 1Window Buffer MemoryMemory Buffer WindowModel
  2. 2Structured Output ParserOutput Parser StructuredModel
  3. 3ThinkTool ThinkModel
  4. 4Technical Analysis ToolTool WorkflowModel
  5. 5Trends Analysis ToolTool WorkflowModel
  6. 6Google Gemini Chat ModelLm Chat Google GeminiModel
  7. 7When Executed by Another WorkflowExecute Workflow triggerStarts it
  8. 8Fundamental Analysis ToolTool WorkflowModel
  9. 9Set Stock Symbol and API KeySetLogic
  10. 10Set VariablesSetLogic
  11. 11Generate Variables For APICodeLogic
  12. 12Schedule TriggerSchedule triggerStarts it
  13. 13On form submissionForm triggerStarts it
  14. 14AI AgentAgentModel
  15. 15Test NASDAQHttp RequestService
  16. 16Get Company OverviewHttp RequestService
  17. 17Set Variables1SetLogic
  18. 18Stock ListSetLogic
  19. 19Set Ticker for AI AgentSetLogic
  20. 20Buy?IfLogic
  21. 21Generate HTMLHtmlLogic
  22. 22is on nasdaq?IfLogic
  23. 23Wait1WaitLogic
  24. 24Merge2MergeLogic
  25. 25Get News DataHttp RequestService
  26. 26Split OutSplit OutLogic
  27. 27Execute WorkflowExecute WorkflowLogic
  28. 28Buy in AlpacaHttp RequestService
  29. 29Adjust HTML ColorsCodeLogic
  30. 30Set exchange to NASDAQSetLogic
  31. 31Test NYSEHttp RequestService
  32. 32Get Income StatementHttp RequestService
  33. 33ChatGPT 4o1Open AiModel
  34. 34Analyse API InputCodeLogic
  35. 35Loop Over ItemsSplit In BatchesLogic
  36. 36IfIfLogic
  37. 37Send Stock AnalysisEmail SendService
  38. 38Merge1MergeLogic
  39. 39is on NYSE?IfLogic
  40. 40Wait2WaitLogic
  41. 41Code in JavaScriptCodeLogic
  42. 42WaitWaitLogic
  43. 43Get Price HistoryHttp RequestService
  44. 44Get Chart URLHttp RequestService
  45. 45Get Bollinger BandsHttp RequestService
  46. 46Get MACDHttp RequestService
  47. 47Set exchange to NYSESetLogic
  48. 48Stop and ErrorStop And ErrorLogic
  49. 49Get Balance SheetHttp RequestService
  50. 50Calculate Support ResistanceCodeLogic
  51. 51First Technical AnalysisOpen AiModel
  52. 52MergeMergeLogic
  53. 53Set VariableSetLogic
  54. 54Organizing DataCodeLogic
  55. 55Merge-2MergeLogic
  56. 56Warp as JSON for GPTCodeLogic
  57. 57ChatGPT 4oOpen AiModel
  58. 58Set Final ResponseSetLogic

How it's built

Starts on
Someone submitting a form
Steps
58, with 4 branches, 4 loops or waits
Size
Large: read it before trusting it with anything live
Connects to
Email
Model
Gemini, OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

An n8n account, plus your own Email account, and a key for Gemini and OpenAI. 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?

Yes. It calls Gemini and OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 58 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 58 steps before you point it at anything that matters.