Description
Deploy a multi-agent AI crew to generate and answer intelligent stock analysis questions using SEC 10-K data. This workflow combines autonomous agents with structured data access for high-quality, fundamental stock analysis—fully automated.
🔹 How It Works:
✅ 🧠 Agent Crew (Frontend) – A team of AI roles: Senior Researcher determines relevant financial questions Visionary connects high-level trends to business fundamentals Senior Editor refines output into human-readable insights
✅ 📊 Data-Driven Backend – Automatically answers those questions using SEC 10-K filings and financial APIs
✅ 🛠️ Deployment Options – CrewAI with Replit (code-first approach) n8n Visual Template (no-code automated stock analysis workflow)
🎯 Who This Template Is For:
✅ Retail & Institutional Investors – Automate fundamental stock research with expert-level questions and answers ✅ Financial Analysts – Rapidly generate stock insights for multiple tickers with minimal manual work ✅ Developers & AI Builders – Learn how to orchestrate agent-based analysis using CrewAI or n8n ✅ Research Teams – Scale equity research pipelines by automating early-stage question formulation and response
⚙️ Setup Instructions:
✅ Choose Deployment Type – Clone the CrewAI Replit workspace or import the n8n template ✅ Configure Data Source – Connect to SEC.gov API, Alpha Vantage, or other financial data sources ✅ Define Agent Roles – Assign AI prompts for researcher, visionary, and editor perspectives ✅ Run the Q&A Loop – Agents generate questions, pull relevant SEC content, analyze, and summarize ✅ Output & Delivery – Push analysis to markdown, dashboard, or send via email/Slack
📎 Tips & Notes:
✅ Customize agent personas to reflect different investment styles ✅ Embed vector search for deep-dive question answering across long 10-K reports ✅ Enable user input to define ticker symbols or sector focus ✅ Schedule automation for weekly, monthly, or quarterly reporting
🧠 From Question to Insight—Autonomously Let your AI crew do the heavy lifting. With this workflow, your agents work like a professional research team: identifying what matters, extracting it from regulatory data, and delivering clear insights—all without lifting a finger.
Link : https://lovable.dev/projects/11708cd3-635a-4e7a-bac2-f9b68c35a167
