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AI Crew to Automate Fundamental Stock Analysis - Q&A Workflow

by Derek Cheungadapted from n8n official workflow galleryUpdated Aug 2026
RequiresBinary Input LoaderBinary Input LoaderEmbeddings OpenAIEmbeddings OpenAIGoogle DriveGoogle DriveOpenAI Chat ModelOpenAI Chat ModelQdrant Vector StoreQdrant Vector StoreQuestion and Answer ChainQuestion and Answer ChainRecursive Character Text SplitterRecursive Character Text SplitterVector Store RetrieverVector Store Retriever
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MaWhen clicking "Execute Workflow"When clicking "…Google DriveDDDefault Data LoaderDefault Data Lo…TSRecursive Character Text Splitter1Recursive Chara…VSQdrant Vector StoreQdrant Vector S…ChWhen chat message receivedWhen chat messa…WeWebhookCRRetrieval QA ChainRetrieval QA Ch…RVVector Store RetrieverVector Store Re…VSQdrant Vector Store1Qdrant Vector S…OpenAI Chat ModelOpenAI Chat Mod…Embeddings OpenAI1Embeddings Open…Embeddings OpenAIEmbeddings Open…RTRespond to WebhookRespond to Webh…12345
1/5
FLOWS
STEPS · 5
Run manually by an operator

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

Tags

n8nreference-onlychain-retrieval-qadocument-binary-input-loaderembeddings-open-aigoogle-drivelm-chat-open-airetriever-vector-storetext-splitter-recursive-character-text-splittervector-store-qdrant
Connects
binaryinputloaderBinary Input LoaderembeddingsopenaiEmbeddings OpenAIgoogledriveGoogle DriveopenaichatmodelOpenAI Chat ModelqdrantvectorstoreQdrant Vector StorequestionandanswerchainQuestion and Answer Chain
CategoryAI Automation
Triggermanual
Complexitycomplex
Nodes14
AddedMar 19, 2024

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