AI-Powered Stock Analysis and Reporting Workflow

This n8n workflow automates comprehensive stock analysis through AI-driven data retrieval, natural language processing, and strategic insights. It integrates multiple services including Danelfin for financial scoring, Supabase for vector data management, and OpenAI for embeddings, forming a sophisticated analytical pipeline. The workflow begins with a chat trigger that activates upon stock analysis requests. It then processes user inputs, calling Danelfin’s API endpoints to fetch stock rankings, sector, and industry data—utilizing custom API keys for authentication. Data is indexed and retrieved efficiently with Supabase vector storage, enabling advanced similarity search and data ranking, including the use of Cohere’s re-ranking model to prioritize results. The core analysis involves deep querying and data handling, supported by OpenAI embeddings for semantic understanding. The results are transformed into a user-friendly HTML report via Markdown conversion and automatically sent via Gmail, providing valuable, detailed insights into stocks, sectors, and industries. This workflow is ideal for financial analysts, investment firms, and financial educators seeking to automate stock research, generate detailed reports, and make data-driven decisions effortlessly.