Automation library · Research and reporting

Generate stock market investment reports

Started by someone opening a chat with it, and works across Gmail. It hands the judgement calls to OpenAI. 75 steps, 1 branch: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

Download free
75 stepsLarge: read it before trusting it with anything live
1Branch: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Model 39Logic 10Service 10

The steps in the order they run, from what starts it. The first 60 of 75.

  1. 1Structured Output ParserOutput Parser StructuredModel
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3OpenAI Chat Model1Lm Chat Open AiModel
  4. 4CalculatorTool CalculatorModel
  5. 5Structured Output Parser1Output Parser StructuredModel
  6. 6OpenAI Chat Model2Lm Chat Open AiModel
  7. 7Calculator1Tool CalculatorModel
  8. 8Structured Output Parser2Output Parser StructuredModel
  9. 9OpenAI Chat Model3Lm Chat Open AiModel
  10. 10Calculator2Tool CalculatorModel
  11. 11Structured Output Parser3Output Parser StructuredModel
  12. 12OpenAI Chat Model4Lm Chat Open AiModel
  13. 13Calculator3Tool CalculatorModel
  14. 14Structured Output Parser4Output Parser StructuredModel
  15. 15OpenAI Chat Model6Lm Chat Open AiModel
  16. 16Calculator5Tool CalculatorModel
  17. 17Structured Output Parser6Output Parser StructuredModel
  18. 18OpenAI Chat Model7Lm Chat Open AiModel
  19. 19Calculator6Tool CalculatorModel
  20. 20Structured Output Parser7Output Parser StructuredModel
  21. 21OpenAI Chat Model5Lm Chat Open AiModel
  22. 22Calculator4Tool CalculatorModel
  23. 23Structured Output Parser5Output Parser StructuredModel
  24. 24OpenAI Chat Model8Lm Chat Open AiModel
  25. 25Calculator7Tool CalculatorModel
  26. 26Structured Output Parser8Output Parser StructuredModel
  27. 27OpenAI Chat Model9Lm Chat Open AiModel
  28. 28Calculator8Tool CalculatorModel
  29. 29Structured Output Parser9Output Parser StructuredModel
  30. 30Ask about a company or stockChat triggerStarts it
  31. 31Ticker ExtractorAgentModel
  32. 32Ben GrahamAgentModel
  33. 33Bill AckmanAgentModel
  34. 34Cathie WoodAgentModel
  35. 35Charlie MungerAgentModel
  36. 36Sentiment AnalysisAgentModel
  37. 37Techical AnalysisAgentModel
  38. 38Warren BuffetAgentModel
  39. 39Valuation AnalysisAgentModel
  40. 40Report BuilderAgentModel
  41. 41Ticker ArrayHttp RequestService
  42. 42Gather All DataMergeLogic
  43. 43Merge7MergeLogic
  44. 44Send Report as a mailGmailService
  45. 45Checks if ticker exists in DBIfLogic
  46. 46Fusion Info Node7CodeLogic
  47. 47Fusion Info Node8CodeLogic
  48. 48Earnings ReleasesHttp RequestService
  49. 49Company FactsHttp RequestService
  50. 50Ticker PricesHttp RequestService
  51. 51Financial MetricsHttp RequestService
  52. 52Insider TradesHttp RequestService
  53. 53NewsHttp RequestService
  54. 54Extract Data1Split OutLogic
  55. 55Extract DataSplit OutLogic
  56. 56Prepare Initial DataMergeLogic
  57. 57Search Ben_GrahamHttp RequestService
  58. 58Combine Data5MergeLogic
  59. 59Bill Ackman SearchesHttp RequestService
  60. 60Combine Data4MergeLogic

How it's built

Starts on
Someone opening a chat with it
Steps
75, with 1 branch
Size
Large: read it before trusting it with anything live
Connects to
Gmail
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone opening a chat with it.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 75 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 75 steps before you point it at anything that matters.