AI-Powered Automated Stock Analysis with n8n 📈

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Introduction:
Streamline your fundamental stock analysis process with AI-powered automation.

By harnessing the power of SEC 10K reports - comprehensive documents required by the SEC containing vital company information - this template automates the analysis workflow.

From planning by a Senior Research Analyst to execution by five Research Analysts and final review by a Senior Editor, this template takes an AI persona approach to compose the report that includes an overview of the business, strategy, SWOT (Strengths, Weaknesses, Opportunities, and Threads) analysis, near term catalysts, and top risks.

Additionally, this template allows you to control the length and detail of the report generated.

How it works:
There are three personas in the workflow:

Senior Research Analyst is the first part of the workflow. They are responsible for planning the work for the rest of the team.

Squad of Research Analysts is the second part of the workflow. They execute the plan created.

Senior Editor is the third part of the workflow. They polish the draft report and send it to publish

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Join my Udemy course:
✔️ Introduction to AI Automation with n8n and LangChain
✔️Course includes paid template.

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Hey I just bought your paid template, this is helping me with some concepts I was having difficulty to come up with on a solution I'm developing, doesn't have anything to do with stocks, but the general concepts are very similar. Thanks a lot!

guirohden
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Vey excited to join your course on Udemy. Come from traditional buy side. Really excited to learn to automate the process.

kylewong
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Just yesterday I did them (n8n) know I liked your work made with this. Good one mate.
As interested in automation, AI and trading. Definitely it catched my attention

algife
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Thanks bro for sharing that, How can we implement agents in n8n with hierarchical process?

free_thinker
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Ive found in my experience that vector data stores are very unreliable. Hit and miss as to when they work, .you need rhe chunking correct, embedding amiunt etc all to be perfect for the vector store to be able to retrieve all the info. Have you looked into this as well? Whats you experience with vector DB?

yellowboat