AutomationFlowsAI & RAG › AI Crew for Fundamental Stock Analysis

AI Crew for Fundamental Stock Analysis

Original n8n title: AI Crew to Automate Fundamental Stock Analysis - Q&a Workflow

ByDerek Cheung @derekcheungsa on n8n.io

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.

Event trigger★★★★☆ complexityAI-powered17 nodesGoogle DriveDocument Default Data LoaderText Splitter Recursive Character Text SplitterQdrant Vector StoreChat TriggerChain Retrieval QaRetriever Vector StoreOpenAI Chat
AI & RAG Trigger: Event Nodes: 17 Complexity: ★★★★☆ AI nodes: yes Added:

This workflow corresponds to n8n.io template #2183 — we link there as the canonical source.

This workflow follows the Chainretrievalqa → Retrievervectorstore recipe pattern — see all workflows that pair these two integrations.

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

Download .json
{
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "01730710-e299-4e66-93e9-6079fdf9b8b7",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2120,
        0
      ],
      "parameters": {
        "color": 6,
        "width": 903.0896125323785,
        "height": 733.5099670584011,
        "content": "## Step 2: Setup the Q&A \n### The incoming message from the webhook is queried from the Supabase Vector Store.  The response is provided in the response webhook.  "
      },
      "typeVersion": 1
    },
    {
      "id": "66aed89e-fd72-4067-82bf-d480be27e5d6",
      "name": "When clicking \"Execute Workflow\"",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        840,
        140
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "9dc8f2a7-eeff-4a35-be52-05c42b71eee4",
      "name": "Google Drive",
      "type": "n8n-nodes-base.googleDrive",
      "position": [
        1140,
        140
      ],
      "parameters": {
        "fileId": {
          "__rl": true,
          "mode": "list",
          "value": "1LZezppYrWpMStr4qJXtoIX-Dwzvgehll",
          "cachedResultUrl": "https://drive.google.com/file/d/1LZezppYrWpMStr4qJXtoIX-Dwzvgehll/view?usp=drivesdk",
          "cachedResultName": "crowdstrike.pdf"
        },
        "options": {},
        "operation": "download"
      },
      "credentials": {
        "googleDriveOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 3
    },
    {
      "id": "1dd3d3fd-6c2e-4e23-9c82-b0d07b199de3",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1100,
        0
      ],
      "parameters": {
        "color": 6,
        "width": 772.0680602743597,
        "height": 732.3675002130781,
        "content": "## Step 1: Upserting the PDF\n### Fetch file from Google Drive, split it into chunks and insert into Supabase index\n\n"
      },
      "typeVersion": 1
    },
    {
      "id": "4796124f-bc12-4353-b7ea-ec8cd7653e68",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        0,
        0
      ],
      "parameters": {
        "color": 6,
        "width": 710.9124489067698,
        "height": 726.4452519516944,
        "content": "## Start here: Step-by Step Youtube Tutorial :star:\n\n[![Building an AI Crew to Analyze Financial Data with CrewAI and n8n](https://img.youtube.com/vi/pMvizUx5n1g/sddefault.jpg)](https://www.youtube.com/watch?v=pMvizUx5n1g)\n"
      },
      "typeVersion": 1
    },
    {
      "id": "1e2ecc88-c8c7-4687-a2a1-b20b0da9b772",
      "name": "Default Data Loader",
      "type": "@n8n/n8n-nodes-langchain.documentDefaultDataLoader",
      "position": [
        1400,
        320
      ],
      "parameters": {
        "options": {
          "splitPages": true
        },
        "dataType": "binary"
      },
      "typeVersion": 1
    },
    {
      "id": "6dd8545d-df8c-49ff-acf6-f8c150723ee8",
      "name": "Recursive Character Text Splitter1",
      "type": "@n8n/n8n-nodes-langchain.textSplitterRecursiveCharacterTextSplitter",
      "position": [
        1400,
        460
      ],
      "parameters": {
        "options": {},
        "chunkSize": 3000,
        "chunkOverlap": 200
      },
      "typeVersion": 1
    },
    {
      "id": "6899e2d6-965a-40cd-a34f-a61de8fd32ef",
      "name": "Qdrant Vector Store",
      "type": "@n8n/n8n-nodes-langchain.vectorStoreQdrant",
      "position": [
        1480,
        140
      ],
      "parameters": {
        "mode": "insert",
        "options": {},
        "qdrantCollection": {
          "__rl": true,
          "mode": "id",
          "value": "crowd"
        }
      },
      "credentials": {
        "qdrantApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "6136c6fb-3d20-44a7-ab00-6c5671bafa10",
      "name": "When chat message received",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "disabled": true,
      "position": [
        2180,
        120
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 1.1
    },
    {
      "id": "c970f654-4c79-4637-bec0-73f79a01ab59",
      "name": "Webhook",
      "type": "n8n-nodes-base.webhook",
      "position": [
        2180,
        320
      ],
      "parameters": {
        "path": "19f5499a-3083-4783-93a0-e8ed76a9f742",
        "options": {},
        "httpMethod": "POST",
        "responseMode": "responseNode"
      },
      "typeVersion": 2
    },
    {
      "id": "e05e9046-de17-4ca1-b1ac-2502ee123e5f",
      "name": "Retrieval QA Chain",
      "type": "@n8n/n8n-nodes-langchain.chainRetrievalQa",
      "position": [
        2420,
        120
      ],
      "parameters": {
        "text": "={{ $json.chatInput || $json.body.input }}",
        "options": {},
        "promptType": "define"
      },
      "typeVersion": 1.5
    },
    {
      "id": "ecf0d248-a8a9-45ed-8786-8864547f79b6",
      "name": "Vector Store Retriever",
      "type": "@n8n/n8n-nodes-langchain.retrieverVectorStore",
      "position": [
        2580,
        320
      ],
      "parameters": {
        "topK": 5
      },
      "typeVersion": 1
    },
    {
      "id": "4fb1d8ac-bc6f-4f99-965f-7d38ea0680e0",
      "name": "Qdrant Vector Store1",
      "type": "@n8n/n8n-nodes-langchain.vectorStoreQdrant",
      "position": [
        2540,
        460
      ],
      "parameters": {
        "options": {},
        "qdrantCollection": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $json.body.company }}"
        }
      },
      "credentials": {
        "qdrantApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "66868422-39c9-4e76-99b9-a77bb613b248",
      "name": "OpenAI Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        2420,
        340
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4o-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "f290f809-3b4e-42e3-bfb5-d505566d9275",
      "name": "Embeddings OpenAI1",
      "type": "@n8n/n8n-nodes-langchain.embeddingsOpenAi",
      "position": [
        2520,
        580
      ],
      "parameters": {
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "c360f7b3-2ae4-4ebd-85ca-f64c3966e65d",
      "name": "Embeddings OpenAI",
      "type": "@n8n/n8n-nodes-langchain.embeddingsOpenAi",
      "position": [
        1700,
        320
      ],
      "parameters": {
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "9223d119-b5a7-40d4-b8da-f85951b52bde",
      "name": "Respond to Webhook",
      "type": "n8n-nodes-base.respondToWebhook",
      "position": [
        2840,
        120
      ],
      "parameters": {
        "options": {},
        "respondWith": "text",
        "responseBody": "={{ $json.response.text }}"
      },
      "typeVersion": 1.1
    }
  ],
  "connections": {
    "Webhook": {
      "main": [
        [
          {
            "node": "Retrieval QA Chain",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Google Drive": {
      "main": [
        [
          {
            "node": "Qdrant Vector Store",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Embeddings OpenAI": {
      "ai_embedding": [
        [
          {
            "node": "Qdrant Vector Store",
            "type": "ai_embedding",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "Retrieval QA Chain",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Embeddings OpenAI1": {
      "ai_embedding": [
        [
          {
            "node": "Qdrant Vector Store1",
            "type": "ai_embedding",
            "index": 0
          }
        ]
      ]
    },
    "Retrieval QA Chain": {
      "main": [
        [
          {
            "node": "Respond to Webhook",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Default Data Loader": {
      "ai_document": [
        [
          {
            "node": "Qdrant Vector Store",
            "type": "ai_document",
            "index": 0
          }
        ]
      ]
    },
    "Qdrant Vector Store1": {
      "ai_vectorStore": [
        [
          {
            "node": "Vector Store Retriever",
            "type": "ai_vectorStore",
            "index": 0
          }
        ]
      ]
    },
    "Vector Store Retriever": {
      "ai_retriever": [
        [
          {
            "node": "Retrieval QA Chain",
            "type": "ai_retriever",
            "index": 0
          }
        ]
      ]
    },
    "When chat message received": {
      "main": [
        [
          {
            "node": "Retrieval QA Chain",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "When clicking \"Execute Workflow\"": {
      "main": [
        [
          {
            "node": "Google Drive",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Recursive Character Text Splitter1": {
      "ai_textSplitter": [
        [
          {
            "node": "Default Data Loader",
            "type": "ai_textSplitter",
            "index": 0
          }
        ]
      ]
    }
  }
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

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About this workflow

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.

Source: https://n8n.io/workflows/2183/ — original creator credit. Request a take-down →

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