Generate AI-Powered Investment Reports with GPT-4o and FinancialDatasets.ai

# **Perfect if you are...** - **Beginner Investor** - Learn the market faster with AI-powered insights guiding your decisions. - **Retail Trader** - Optimize your trading strategy with in-depth analysis typically reserved for professionals. - **Hedge Fund & Institutional Trader** - Automate high-level market analysis using advanced AI models. - **Automation Enthusiast** - Get hands-on with **n8n** and build an automated stock research tool. --- # **What It Does:** **AI-Driven Investment Reports** - Our system analyzes **30,000+ tickers** with historical data spanning **30+ years**. It provides **fundamental, technical, and sentiment analysis** in a structured, easy-to-read report. **Your Personal Hedge Fund on Your PC** - AI-powered advisors analyze **earnings reports, insider trades, stock prices, financial metrics, and news**, delivering precise, data-driven recommendations tailored to you. **Real Advisors, Real Insights** - Our system replicates the thought processes of **investing legends** like Warren Buffett, Charlie Munger, Cathie Wood, and Ben Graham, offering multiple expert-style perspectives on every stock decision. **Ultra Low Cost** - Running this workflow costs **less than $0.30 per report** (*AI model costs not included*). That's cheaper than a cup of coffee, yet it provides insights worth thousands of dollars. --- # **Initial Setup** - Visit [FinancialDatasets.ai](FinancialDatasets.ai) and retrieve your API key. - Locate the **HPS Nodes** and insert your API key under the header **X-API-KEY** in each one. - In the **Gmail node**, ensure you set up the email where you want to receive your reports. - Test your workflow by typing the name of a company or the stock ticker in the chat. Your report should arrive within 10 minutes. --- # **Customize It!** - To modify the **workflow triggers**, change the trigger type and **update the message that the Ticker Extractor receives** in this part of the prompt: `Based on this message, =={{ $json.chatInput }}==`. This prevents any disruptions in the workflow. - To **change the report destination**, update the node type. You can send reports to **Telegram, Slack, or other platforms** instead of Gmail. - Each **advisor's personality** is configured through its system message—feel free to tweak it to suit your needs. - You can **create new agents** by duplicating an existing one and assigning it a different personality. **Remember to reference the new agent in the linked nodes** to ensure seamless integration. **Important Note:** This workflow requires an **API key from [FinancialDatasets.ai](FinancialDatasets.ai)** to access stock market data.