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Financial Analysis Report Chatbot Agent with Gemini 2.5 Flash and Discord

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Created by: aditya vadaganadam || adihere

aditya vadaganadam

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Last update 2 months ago

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This n8n template turns chat questions into structured financial reports using Gemini and posts them to a Discord channel via webhook. Ask about tickers, sectors, or theses (e.g., “NVDA long‑term outlook?” or “Gold ETF short‑term drivers?”) and receive a concise, shareable report.

Good to know

  • Not financial advice: Use for insights only; verify independently.
  • Model availability can vary by region. If you see “model not found,” it may be geo‑restricted.
  • Costs depend on model and tokens. Check current Gemini pricing for updates.
  • Discord messages are limited to ~2000 characters per post; long reports may need splitting.
  • Rate limits: Discord webhooks are rate‑limited; add short waits for bursts.

How it works

  1. Chat Trigger collects the user’s question (public chat supported when the workflow is activated).
  2. Conversation Memory keeps a short window of recent messages to maintain context.
  3. Connect Gemini provides the LLM (e.g., gemini‑2.5‑flash‑lite) and parameters (temperature, tokens).
  4. Agent (agent1) applies a financial analysis System Message to produce structured insights.
  5. Structured Output Parser enforces a simple JSON schema: idea (one‑line thesis) + analysis (Markdown sections).
  6. Code formats a Discord‑ready Markdown report (title, question, executive summary, sections, disclaimer).
  7. Edit Fields maps the formatted report to a clean content field.
  8. Discord Webhook posts the final report to your channel.

How to use

  • Start with the built‑in Chat Trigger: click Open chat, ask a question, and verify the Discord post.
  • Replace or augment with a Cron or Webhook trigger for scheduled or programmatic runs.
  • For richer context, add HTTP Request nodes (prices, news, filings) and pass summaries to the agent.

Requirements

  • n8n instance with internet access
  • Google AI (Gemini) API key
  • Discord server with a webhook URL

Customising this workflow

  • System Message: Adjust tone, depth, risk profile, and required sections (Summary, Drivers, Risks, Metrics, Next Steps, Takeaway).
  • Model settings: Switch models or tune temperature/tokens in Connect Gemini.
  • Schema: Extend the parser and formatter with fields like drivers[], risks[], or metrics{}.
  • Formatting: Edit the Code node to change headings, emojis, disclaimers, or add timestamps.
  • Operations: Add retries, message splitting for long outputs, and rate‑limit handling for Discord.