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:

1. Use first workflow in template to upsert a company annual report PDF (such as from SEC 10K filling)
2. 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