AI crew to automate fundamental stock analysis - Q&A workflow

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

How it works: Using a Crew of AI agents (Senior Researcher, Visionary, and Senior Editor), this crew will automatically determine the right questions to ask to produce a detailed fundamental stock ...

Best for

Crypto Trading automation workflows
AI RAG automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.manualtrigger, n8n-nodes-base.googledrive, @n8n/n8n-nodes-langchain.documentdefaultdataloader, @n8n/n8n-nodes-langchain.textsplitterrecursivecharactertextsplitter, @n8n/n8n-nodes-langchain.vectorstoreqdrant, @n8n/n8n-nodes-langchain.chattrigger, n8n-nodes-base.webhook

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Derek Cheung.

Original n8n.io source

1.1 Workflow description

Title: AI crew to automate fundamental stock analysis - Q&A workflow
Workflow name: AI crew to automate fundamental stock analysis - Q&A workflow

How it works:

Using a Crew of AI agents (Senior Researcher, Visionary, and Senior Editor), this crew will automatically determine the right questions to ask to produce a detailed fundamental stock analysis.

This application has two components: a front-end and a Stock Q&A engine.

The front end is the team of agents automatically figuring out the questions to ask, and the back-end part is the ability to answer those questions with the SEC 10K data.

This template implements the Stock Q&A engine.

For the front-end of the application, you can choose one of two options:

using CrewAI with the Replit environment (code approach)
fully visual approach with n8n template (AI-powered automated stock analysis)

Setup steps:

Use first workflow in template to upsert a company annual report PDF (such as from SEC 10K filling)
Get URL for Webhook in second workflow template

CrewAI front-end: Youtube overview video

Fork this AI Agent environment Crew Agent Environment
Set the webhook URL into N8N_WEBHOOK_URL variable
Set OpenAI_API_KEY variable

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 2 - When clicking "Execute Workflow"

Type / Role: n8n-nodes-base.manualTrigger - manualTrigger
Config choices: Version 1

Block 3 - Google Drive

Type / Role: n8n-nodes-base.googleDrive - googleDrive
Config choices: Version 3

Block 4 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 5 - Sticky Note2

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 6 - Default Data Loader

Type / Role: @n8n/n8n-nodes-langchain.documentDefaultDataLoader - documentDefaultDataLoader
Config choices: Version 1

Block 7 - Recursive Character Text Splitter1

Type / Role: @n8n/n8n-nodes-langchain.textSplitterRecursiveCharacterTextSplitter - textSplitterRecursiveCharacterTextSplitter
Config choices: Version 1

Block 8 - Qdrant Vector Store

Type / Role: @n8n/n8n-nodes-langchain.vectorStoreQdrant - vectorStoreQdrant
Config choices: Version 1.1

Block 9 - When chat message received

Type / Role: @n8n/n8n-nodes-langchain.chatTrigger - chatTrigger
Config choices: Version 1.1

Block 10 - Webhook

Type / Role: n8n-nodes-base.webhook - webhook
Config choices: Version 2

Block 11 - Retrieval QA Chain

Type / Role: @n8n/n8n-nodes-langchain.chainRetrievalQa - chainRetrievalQa
Config choices: Version 1.5

Block 12 - Vector Store Retriever

Type / Role: @n8n/n8n-nodes-langchain.retrieverVectorStore - retrieverVectorStore
Config choices: Version 1

Block 13 - Qdrant Vector Store1

Type / Role: @n8n/n8n-nodes-langchain.vectorStoreQdrant - vectorStoreQdrant
Config choices: Version 1.1

Block 14 - OpenAI Chat Model

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
Config choices: Version 1.2

Block 15 - Embeddings OpenAI1

Type / Role: @n8n/n8n-nodes-langchain.embeddingsOpenAi - embeddingsOpenAi
Config choices: Version 1.2

Block 16 - Embeddings OpenAI

Type / Role: @n8n/n8n-nodes-langchain.embeddingsOpenAi - embeddingsOpenAi
Config choices: Version 1.2

Block 17 - Respond to Webhook

Type / Role: n8n-nodes-base.respondToWebhook - respondToWebhook
Config choices: Version 1.1

3. Summary Table

Workflow	AI crew to automate fundamental stock analysis - Q&A workflow
Complexity	advanced
Nodes	17
Categories	Crypto Trading, AI RAG
Author	Derek Cheung
Published	19 Mar 2024

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/2183/2183.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Crypto Trading workflows AI RAG workflows

Frequently asked questions

What does AI crew to automate fundamental stock analysis - Q&A workflow do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Crypto Trading, AI RAG use case.

Derek Cheung

15 workflows

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.manualtrigger n8n-nodes-base.googledrive @n8n/n8n-nodes-langchain.documentdefaultdataloader @n8n/n8n-nodes-langchain.textsplitterrecursivecharactertextsplitter @n8n/n8n-nodes-langchain.vectorstoreqdrant @n8n/n8n-nodes-langchain.chattrigger n8n-nodes-base.webhook

Complexity

advanced

Published 19 Mar 2024

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/2183/2183.json

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AI crew to automate fundamental stock analysis - Q&A workflow

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

How it works:

Setup steps:

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Sticky Note1

Block 2 - When clicking "Execute Workflow"

Block 3 - Google Drive

Block 4 - Sticky Note

Block 5 - Sticky Note2

Block 6 - Default Data Loader

Block 7 - Recursive Character Text Splitter1

Block 8 - Qdrant Vector Store

Block 9 - When chat message received

Block 10 - Webhook

Block 11 - Retrieval QA Chain

Block 12 - Vector Store Retriever

Block 13 - Qdrant Vector Store1

Block 14 - OpenAI Chat Model

Block 15 - Embeddings OpenAI1

Block 16 - Embeddings OpenAI

Block 17 - Respond to Webhook

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions