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Generate AI-Powered Investment Reports with GPT-4o and FinancialDatasets.ai 📈🤖

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Created by: BrokenWatchCEO || brokenwatchceo

BrokenWatchCEO

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Last update 15 hours ago

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🚀 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.