# Generate AI stock reports w/ fundamental, technical, & news: n8n workflow

> 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...

Source: https://millionrounds.com/workflow/generate-ai-stock-reports-w-fundamental-technical-and-news (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)

# 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.

Large Calls a model: Gemini, OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-ai-stock-reports-w-fundamental-technical-and-news)

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

**4** Branches: places the flow splits

**4** Loops or waits

**1** Service it connects to

## The flow

Starts it 3 Model 11 Logic 32 Service 12

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

- 1 **Window Buffer Memory** Memory Buffer Window *Model*
- 2 **Structured Output Parser** Output Parser Structured *Model*
- 3 **Think** Tool Think *Model*
- 4 **Technical Analysis Tool** Tool Workflow *Model*
- 5 **Trends Analysis Tool** Tool Workflow *Model*
- 6 **Google Gemini Chat Model** Lm Chat Google Gemini *Model*
- 7 **When Executed by Another Workflow** Execute Workflow trigger *Starts it*
- 8 **Fundamental Analysis Tool** Tool Workflow *Model*
- 9 **Set Stock Symbol and API Key** Set *Logic*
- 10 **Set Variables** Set *Logic*
- 11 **Generate Variables For API** Code *Logic*
- 12 **Schedule Trigger** Schedule trigger *Starts it*
- 13 **On form submission** Form trigger *Starts it*
- 14 **AI Agent** Agent *Model*
- 15 **Test NASDAQ** Http Request *Service*
- 16 **Get Company Overview** Http Request *Service*
- 17 **Set Variables1** Set *Logic*
- 18 **Stock List** Set *Logic*
- 19 **Set Ticker for AI Agent** Set *Logic*
- 20 **Buy?** If *Logic*
- 21 **Generate HTML** Html *Logic*
- 22 **is on nasdaq?** If *Logic*
- 23 **Wait1** Wait *Logic*
- 24 **Merge2** Merge *Logic*
- 25 **Get News Data** Http Request *Service*
- 26 **Split Out** Split Out *Logic*
- 27 **Execute Workflow** Execute Workflow *Logic*
- 28 **Buy in Alpaca** Http Request *Service*
- 29 **Adjust HTML Colors** Code *Logic*
- 30 **Set exchange to NASDAQ** Set *Logic*
- 31 **Test NYSE** Http Request *Service*
- 32 **Get Income Statement** Http Request *Service*
- 33 **ChatGPT 4o1** Open Ai *Model*
- 34 **Analyse API Input** Code *Logic*
- 35 **Loop Over Items** Split In Batches *Logic*
- 36 **If** If *Logic*
- 37 **Send Stock Analysis** Email Send *Service*
- 38 **Merge1** Merge *Logic*
- 39 **is on NYSE?** If *Logic*
- 40 **Wait2** Wait *Logic*
- 41 **Code in JavaScript** Code *Logic*
- 42 **Wait** Wait *Logic*
- 43 **Get Price History** Http Request *Service*
- 44 **Get Chart URL** Http Request *Service*
- 45 **Get Bollinger Bands** Http Request *Service*
- 46 **Get MACD** Http Request *Service*
- 47 **Set exchange to NYSE** Set *Logic*
- 48 **Stop and Error** Stop And Error *Logic*
- 49 **Get Balance Sheet** Http Request *Service*
- 50 **Calculate Support Resistance** Code *Logic*
- 51 **First Technical Analysis** Open Ai *Model*
- 52 **Merge** Merge *Logic*
- 53 **Set Variable** Set *Logic*
- 54 **Organizing Data** Code *Logic*
- 55 **Merge-2** Merge *Logic*
- 56 **Warp as JSON for GPT** Code *Logic*
- 57 **ChatGPT 4o** Open Ai *Model*
- 58 **Set Final Response** Set *Logic*

## 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.

## 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%2Fgenerate-ai-stock-reports-w-fundamental-technical-and-news)
- **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.

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

## Workflows like it

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

- [**Advanced multi-source AI research with Bright Data and OpenAI** 37 steps · calls a model · Email, Redis](https://millionrounds.com/workflow/advanced-multi-source-ai-research-with-bright-data-and-opena)
- [**Multi-source news curator with Mistral** 86 steps · calls a model · Email, RSS](https://millionrounds.com/workflow/multi-source-news-curator-with-mistral)
- [**Automate multi-website Google Analytics reports with OpenAI** 25 steps · calls a model · Email, Gmail](https://millionrounds.com/workflow/automate-multi-website-google-analytics-reports-with-openai)
- [**Collect news from RSS feeds, summarize it and send it out** 25 steps · calls a model · Email, RSS](https://millionrounds.com/workflow/collect-news-from-rss-feeds-summarize-it-and-send-it-out)
- [**AI-powered email automation for business: Summarize & respond** 23 steps · calls a model · Email, Google Drive](https://millionrounds.com/workflow/ai-powered-email-automation-for-business-summarize-and-respo)
- [**Google Search Console and analytics analysis with OpenAI** 23 steps · calls a model · Email](https://millionrounds.com/workflow/google-search-console-and-analytics-analysis-with-openai)