Automates stock analysis using AI personas to process SEC 10K reports, generating reports with business overview, strategy, SWOT, catalysts, and risks. Customizable length and detail for efficient research.
This n8n workflow streamlines fundamental stock analysis by harnessing AI to mimic a research team. It starts with a Senior Research Analyst who plans the analysis, followed by a squad of Research Analysts who query SEC 10K reports via a custom Q&A tool to gather insights on business overview, strategy, SWOT (Strengths, Weaknesses, Opportunities, Threats), near-term catalysts, and top risks. A Senior Editor then polishes the draft into a professional report.
Key benefits include massive time sa
Platform
n8n
Category
Surveys & Forms
Price
$22.99
Creator
Jordi Faber
AI
stock-analysis
finance
automation
SEC-10K
SWOT
research
Google-Docs
business-intelligence
How to import this workflow into n8n
1Purchase or download the workflow to get the n8n workflow JSON file.
2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
3Open each node marked with a credential warning and connect your own accounts and API keys.
4Run the workflow once manually to verify the data flow, then toggle it to Active.