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AI Agent to Analyze Stocks Workflow

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Win the Stockmarket with this easy to implement AI stock

This workflow uses a team of AI agents—Senior Researcher, Visionary, and Senior Editor—to generate a detailed fundamental stock analysis by automatically identifying the most relevant questions to ask.

The application has two main components: a front-end and a Stock Q&A engine.

The front-end consists of AI agents determining the questions, while the back-end provides answers using data from SEC 10K filings.

This template implements the Stock Q&A engine.

For the front-end, you have two options:

     
  • Use CrewAI with the Replit environment (code-based approach)
  •  
  • Choose a fully visual approach with the rantir template (AI-powered automated stock analysis)

Setup steps:

     
  1. Use the first workflow in the template to upload a company's annual report PDF (e.g., an SEC 10K filing)
  2.  
  3. Get the URL for the webhook in the second workflow template

CrewAI front-end: YouTube overview video

     
  • Fork this AI Agent environment: Crew Agent Environment
  •  
  • Set the webhook URL in the rantir_WEBHOOK_URL variable
  •  
  • Set the OpenAI_API_KEY variable

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