Introduction:
Automate your fundamental stock analysis with AI-powered workflow efficiency.
Leveraging SEC 10K reports—detailed documents required by the SEC that contain critical company information—this template automates the analysis process.
From initial planning by a Senior Research Analyst to execution by a team of five Research Analysts and final review by a Senior Editor, this template uses AI personas to compose a comprehensive report that includes a business overview, strategy, SWOT analysis (Strengths, Weaknesses, Opportunities, and Threats), near-term catalysts, and top risks.
The template also allows customization of report length and detail.
How it Works:
The workflow includes three AI personas:
- Senior Research Analyst: Initiates the workflow by planning the analysis tasks for the team.
- Research Analyst Squad: Executes the plan created by the Senior Research Analyst.
- Senior Editor: Polishes the draft report and prepares it for publication.
This template also includes a custom tool capable of answering SEC 10K questions posed by the research team.
Setup Steps:
- Set up the Stock Q&A Workflow for the target company
- Customize the setup node by specifying the company to analyze.
- Adjust the publish step by defining the file name in the Google Docs node.
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