# Smart stock trading recommendations with OpenAI and TwelveData: n8n workflow

> Started by someone opening a chat with it. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/smart-stock-trading-recommendations-with-openai-and-twelveda (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)

# Smart stock trading recommendations with OpenAI and TwelveData

Started by someone opening a chat with it. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to OpenAI. 20 steps, 1 branch: a working afternoon to understand properly.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsmart-stock-trading-recommendations-with-openai-and-twelveda)

**20 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**0** Services by connector: it calls them over plain HTTP

## The flow

Starts it 1 Model 7 Logic 6 Service 6

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

- 1 **When chat message received** Chat trigger *Starts it*
- 2 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 3 **Think** Tool Think *Model*
- 4 **Get Stock Sentiment** Perplexity Tool *Service*
- 5 **Get Chart Image for Stock** Http Request Tool *Service*
- 6 **Convert to Stock Symbol** Open Ai *Model*
- 7 **Technical Data AI Agent** Agent *Model*
- 8 **4h trend** Http Request *Service*
- 9 **1day trend** Http Request *Service*
- 10 **1week trend** Http Request *Service*
- 11 **Get News** Http Request *Service*
- 12 **Respond to Chat** Chat *Model*
- 13 **Merge** Merge *Logic*
- 14 **News Sentiment Analyzer** Open Ai *Model*
- 15 **Aggregate** Aggregate *Logic*
- 16 **Merge News & Technical** Merge *Logic*
- 17 **Check Twelvedata API Success** Switch *Logic*
- 18 **Aggregate to a single list** Aggregate *Logic*
- 19 **Code** Code *Logic*
- 20 **Respond with Error** Chat *Model*

## How it's built

- **Starts on:** Someone opening a chat with it
- **Steps:** 20, with 1 branch
- **Size:** Medium: a working afternoon
- **Connects to:** Nothing by connector; it calls services over plain HTTP
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n 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?

Plan an afternoon. 20 steps is enough that you should read each one before running it.

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 20 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%2Fsmart-stock-trading-recommendations-with-openai-and-twelveda)
- **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.

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

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- [**Analyze, classify, and summarize Gmail with OpenAI RAG** 20 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/analyze-classify-and-summarize-gmail-with-openai-rag)
