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.

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 the first workflow in the template to upsert a company annual report PDF (such as from SEC 10K filing).
2. Get the URL for the Webhook in the second workflow template.
3. Set the webhook URL into the N8N_WEBHOOK_URL variable.
4. Set the OpenAI_API_KEY variable.