# Generate stock market investment reports: n8n workflow template

> Started by someone opening a chat with it, and works across Gmail. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/generate-stock-market-investment-reports (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 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.

Large Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-stock-market-investment-reports)

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

**1** Branch: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 1 Model 39 Logic 10 Service 10

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

- 1 **Structured Output Parser** Output Parser Structured *Model*
- 2 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 3 **OpenAI Chat Model1** Lm Chat Open Ai *Model*
- 4 **Calculator** Tool Calculator *Model*
- 5 **Structured Output Parser1** Output Parser Structured *Model*
- 6 **OpenAI Chat Model2** Lm Chat Open Ai *Model*
- 7 **Calculator1** Tool Calculator *Model*
- 8 **Structured Output Parser2** Output Parser Structured *Model*
- 9 **OpenAI Chat Model3** Lm Chat Open Ai *Model*
- 10 **Calculator2** Tool Calculator *Model*
- 11 **Structured Output Parser3** Output Parser Structured *Model*
- 12 **OpenAI Chat Model4** Lm Chat Open Ai *Model*
- 13 **Calculator3** Tool Calculator *Model*
- 14 **Structured Output Parser4** Output Parser Structured *Model*
- 15 **OpenAI Chat Model6** Lm Chat Open Ai *Model*
- 16 **Calculator5** Tool Calculator *Model*
- 17 **Structured Output Parser6** Output Parser Structured *Model*
- 18 **OpenAI Chat Model7** Lm Chat Open Ai *Model*
- 19 **Calculator6** Tool Calculator *Model*
- 20 **Structured Output Parser7** Output Parser Structured *Model*
- 21 **OpenAI Chat Model5** Lm Chat Open Ai *Model*
- 22 **Calculator4** Tool Calculator *Model*
- 23 **Structured Output Parser5** Output Parser Structured *Model*
- 24 **OpenAI Chat Model8** Lm Chat Open Ai *Model*
- 25 **Calculator7** Tool Calculator *Model*
- 26 **Structured Output Parser8** Output Parser Structured *Model*
- 27 **OpenAI Chat Model9** Lm Chat Open Ai *Model*
- 28 **Calculator8** Tool Calculator *Model*
- 29 **Structured Output Parser9** Output Parser Structured *Model*
- 30 **Ask about a company or stock** Chat trigger *Starts it*
- 31 **Ticker Extractor** Agent *Model*
- 32 **Ben Graham** Agent *Model*
- 33 **Bill Ackman** Agent *Model*
- 34 **Cathie Wood** Agent *Model*
- 35 **Charlie Munger** Agent *Model*
- 36 **Sentiment Analysis** Agent *Model*
- 37 **Techical Analysis** Agent *Model*
- 38 **Warren Buffet** Agent *Model*
- 39 **Valuation Analysis** Agent *Model*
- 40 **Report Builder** Agent *Model*
- 41 **Ticker Array** Http Request *Service*
- 42 **Gather All Data** Merge *Logic*
- 43 **Merge7** Merge *Logic*
- 44 **Send Report as a mail** Gmail *Service*
- 45 **Checks if ticker exists in DB** If *Logic*
- 46 **Fusion Info Node7** Code *Logic*
- 47 **Fusion Info Node8** Code *Logic*
- 48 **Earnings Releases** Http Request *Service*
- 49 **Company Facts** Http Request *Service*
- 50 **Ticker Prices** Http Request *Service*
- 51 **Financial Metrics** Http Request *Service*
- 52 **Insider Trades** Http Request *Service*
- 53 **News** Http Request *Service*
- 54 **Extract Data1** Split Out *Logic*
- 55 **Extract Data** Split Out *Logic*
- 56 **Prepare Initial Data** Merge *Logic*
- 57 **Search Ben_Graham** Http Request *Service*
- 58 **Combine Data5** Merge *Logic*
- 59 **Bill Ackman Searches** Http Request *Service*
- 60 **Combine Data4** Merge *Logic*

## 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.

## 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-stock-market-investment-reports)
- **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.

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

## Workflows like it

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

- [**Automate stock trades with Claude and OpenAI** 70 steps · calls a model · Gmail, Supabase vectors](https://millionrounds.com/workflow/automate-stock-trades-with-claude-and-openai)
- [**Business AI command center: Modular agents** 58 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/business-ai-command-center-modular-agents)
- [**Automated Google Business reports with OpenAI** 56 steps · calls a model · Gmail, Google Business Profile](https://millionrounds.com/workflow/automated-google-business-reports-with-openai)
- [**Create a Stakeholder 360 Report with OpenAI and Gmail** 56 steps · calls a model · Gmail, Notion](https://millionrounds.com/workflow/create-a-stakeholder-360-report-with-openai-and-gmail)
- [**AI-powered stock analysis with OpenAI and OpenRouter** 54 steps · calls a model · Gmail, Supabase vectors](https://millionrounds.com/workflow/ai-powered-stock-analysis-with-openai-and-openrouter)
- [**Analyze Google Ads competitors with OpenRouter and OpenAI** 39 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/analyze-google-ads-competitors-with-openrouter-and-openai)