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.
Other Workflows like this one
Your connected stack awaits to automate AI workflows with 24-7 uptime performance and engagement
Notion AI Assistant
Enhance Customer Chat by Buffering Messages with Twilio and Redis
ChatGPT Automatic Code Review in Gitlab
Automate testimonials & Case Studies Rantir
Breakdown Documents into Study Notes using Templating MistralAI and Qdrant
Generate SQL queries from schema
Compare features across plans
Computir Cloud Suite All Access
$99/m
Unlimited Team Plan & Custom Integration
$299/m
Computir Cloud
Custom Develop integrations
Custom Integrations
"I highly recommend Computir, they are a great dev team with quick turn around on all projects and requests. We recently worked with them on updating our website and any changes, updates or modifications I needed were always taken care of quickly!"
Introducing an integration-software suite that's automated, creative, & collaborative. Open-sourced. On-Premise. On-device.
