Financial analysis report chatbot agent with Gemini 2.5 Flash and Discord

This n8n template turns chat questions into structured financial reports using Gemini and posts them to a Discord channel via webhook. Ask about tickers, sectors, or theses (e.g., “NVDA long‑term outlook?” or “Gold ETF short‑term drivers?”) and receive a concise, shareable report.

Good to know

• Not financial advice: Use for insights only; verify independently.
• Model availability can vary by region. If you see “model not found,” it may be geo‑restricted.
• Costs depend on model and tokens. Check current Gemini pricing for updates.
• Discord messages are limited to ~2000 characters per post; long reports may need splitting.
• Rate limits: Discord webhooks are rate‑limited; add short waits for bursts.

How it works

1. Chat Trigger collects the user’s question (public chat supported when the workflow is activated).
2. Conversation Memory keeps a short window of recent messages to maintain context.
3. Connect Gemini provides the LLM (e.g., gemini‑2.5‑flash‑lite) and parameters (temperature, tokens).
4. Agent (agent1) applies a financial analysis System Message to produce structured insights.
5. Structured Output Parser enforces a simple JSON schema: idea (one‑line thesis) + analysis (Markdown sections).
6. Code formats a Discord‑ready Markdown report (title, question, executive summary, sections, disclaimer).
7. Edit Fields maps the formatted report to a clean content field.
8. Discord Webhook posts the final report to your channel.

How to use

• Start with the built‑in Chat Trigger: click Open chat, ask a question, and verify the Discord post.
• Replace or augment with a Cron or Webhook trigger for scheduled or programmatic runs.
• For richer context, add HTTP Request nodes (prices, news, filings) and pass summaries to the agent.

Requirements

• n8n instance with internet access
• Google AI (Gemini) API key
• Discord server with a webhook URL

Customising this workflow

• System Message: Adjust tone, depth, risk profile, and required sections (Summary, Drivers, Risks, Metrics, Next Steps, Takeaway).
• Model settings: Switch models or tune temperature/tokens in Connect Gemini.
• Schema: Extend the parser and formatter with fields like drivers[], risks[], or metrics{}.
• Formatting: Edit the Code node to change headings, emojis, disclaimers, or add timestamps.
• Operations: Add retries, message splitting for long outputs, and rate‑limit handling for Discord.