100's of workflows

AI-powered automated stock analysis

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Google Docs
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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:

       
  1. Set up the Stock Q&A Workflow for the target company
  2.    
  3. Customize the setup node by specifying the company to analyze.
  4.    
  5. Adjust the publish step by defining the file name in the Google Docs node.

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