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Generate stock market investment reports from FinancialDatasets.ai with AI

Workflow preview

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Generate stock market investment reports from FinancialDatasets.ai with AI preview
Open on n8n.io

Important notice

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

1. Workflow Overview

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 typ...

Best for

  • AI automation workflows
  • Market Research automation workflows
  • advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.httprequest, @n8n/n8n-nodes-langchain.outputparserstructured, @n8n/n8n-nodes-langchain.lmchatopenai, @n8n/n8n-nodes-langchain.agent, n8n-nodes-base.if, @n8n/n8n-nodes-langchain.toolcalculator, n8n-nodes-base.merge, @n8n/n8n-nodes-langchain.chattrigger

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title
Generate stock market investment reports from FinancialDatasets.ai with AI
Workflow name
Generate stock market investment reports from FinancialDatasets.ai with 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 and retrieve your API key.
  • Locate the HTTPS 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 to access stock market data.

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 - Company Facts

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 2 - Earnings Releases

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 3 - Ticker Prices

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 4 - Financial Metrics

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 5 - Insider Trades

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 6 - News

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 7 - Structured Output Parser

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

Block 8 - OpenAI Chat Model

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

Block 9 - Ticker Extractor

Type / Role
@n8n/n8n-nodes-langchain.agent - agent
Config choices
Version 1.8

Block 10 - Ticker Array

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 11 - Checks if ticker exists in DB

Type / Role
n8n-nodes-base.if - if
Config choices
Version 2.2

Block 12 - Search Ben_Graham

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 13 - Bill Ackman Searches

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 14 - Cathie Wood Searches

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 15 - Charlie Munger Searches

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 16 - Valuation Searches

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 17 - Warren Buffet Searches

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 18 - OpenAI Chat Model1

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

Block 19 - Ben Graham

Type / Role
@n8n/n8n-nodes-langchain.agent - agent
Config choices
Version 1.8

Block 20 - Calculator

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

Block 21 - Structured Output Parser1

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

Block 22 - OpenAI Chat Model2

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

Block 23 - Calculator1

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

Block 24 - Structured Output Parser2

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

Showing the first 24 of 82 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow Generate stock market investment reports from FinancialDatasets.ai with AI
Complexity advanced
Nodes 82
Categories AI, Market Research
Author BrokenWatchCEO
Published 16 Mar 2025

4. Reproducing the Workflow from Scratch

  1. 1. Download the workflow JSON

    Use the JSON export at /data/workflows/3179/3179.json as the source template for this automation.

  2. 2. Import the template into n8n

    Open n8n, import the downloaded JSON, and review each node before activating the workflow.

  3. 3. Configure credentials and variables

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

  4. 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. 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.

Frequently asked questions

What does Generate stock market investment reports from FinancialDatasets.ai with AI do?

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 typ...

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 AI, Market Research use case.