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