Financial management and accounting workflows
Stock Analysis Agent (Hebrew, RL, GPT-4) ### Overview ### Get comprehensive stock analysis with this AI-powered workflow that provides actionable insights for your investment decisions. On a weekly basis, this workflow: - Analyzes stock data from multiple sources (Chart-img, Twelve Data API, AlphaVantage) - Performs technical analysis using advanced indicators (RSI, MACD, Bollinger Bands, Resistance and Support Levels) - Scans financial news from Alpha Vantage to capture market sentiment - Uses OpenAI's GPT-4 to identify patterns, trends, and trading opportunities - Generates a fully styled, responsive HTML email (with proper RTL layout) in Hebrew - Sends detailed recommendations directly to your inbox **Perfect for investors, traders, and financial analysts who want data-driven stock insights - combining technical indicators with news sentiment for more informed decisions.** ### Setup Instructions ### **Estimated setup time:** - 15 minutes **Required credentials:** - OpenAI API Key - Chart-img API Key (free tier) - Twelve Data API Key (free tier) - Alpha Vantage API Key (free tier) - SMTP credentials (for email delivery) **Steps:** 1. Import this template into your n8n instance. 2. Add your API keys under credentials. 3. Configure the SMTP Email node with: Host (e.g., smtp.gmail.com), Port (465 or 587), Username (your email), Password (app-specific password or login). 4. Activate the workflow. 5. Fill in the Form. 6. **Enjoy!** (Check your Spam mailbox) ### Customization Tips ### - Modify the analysis timeframe (daily, weekly, monthly) - Add integrations with trading platforms or portfolio management tools - Adjust the recommendation criteria based on your risk tolerance ### Why Use This? ### This is more than just stock data. It's an intelligent financial assistant that combines technical analysis with market sentiment to provide actionable recommendations - automatically. ### Important Note: ### This report is being generated automatically and does not constitute an investment recommendation. **Please consult a licensed investment advisor before making any investment decisions.**
Streamline your personal finance tracking by automating transaction logging, editing, and querying through Telegram messages, integrated with Google Sheets for comprehensive data management.
An automated n8n workflow that analyzes stocks using RSI and MACD, summarizes insights with OpenAI, and sends a Slack-ready market update every hour. This workflow: - Runs hourly from 6:30 AM to 2:30 PM PT, Mon-Fri - Checks if the U.S. stock market is open using Alpaca's /clock API - Pulls daily stock bars for a list of tickers via Alpaca's /v2/stocks/bars - Calculates RSI and MACD using a Python code node - Categorizes each stock as Buy / Hold / Sell - Uses OpenAI Assistant to summarize the results in Slack markdown - Sends the message to a specific Slack user or channel
This workflow generates stock market insights using technical analysis and AI, then publishes them on Telegram for moderation and final posting.
This workflow automatically gathers top financial headlines, processes them with AI for concise summaries, and delivers the results via email to keep investors informed.
Streamline your invoice processing by automating data extraction, approval workflows, and record-keeping using AI and Google Sheets.
Harness the power of AI to perform daily sentiment analysis on stock market news, providing actionable insights for informed investment decisions.
This n8n workflow transforms chat inquiries into structured financial reports using Gemini and shares them on Discord. It allows users to ask about financial topics and receive concise, shareable reports directly in a Discord channel.
Leverage AI for comprehensive stock analysis and automated trading execution using Alpaca's API. This workflow integrates market intelligence, technical analysis, and trade automation for seamless trading operations.
Streamline your monthly financial reporting by automatically transforming raw transaction data into insightful reports using Google Sheets and OpenAI. This workflow schedules, processes, and emails comprehensive financial summaries.
This workflow retrieves live financial data from SerpAPI and generates a comprehensive daily market recap using OpenAI, providing valuable insights into market performance.
This workflow automates the detection of key stock market signals, specifically the Golden Cross and Death Cross, using Alpha Vantage data. Alerts are sent to Discord, providing timely insights for trading strategies.
Leverage AI to automate financial transactions, generate insights, and communicate via Telegram or WhatsApp for streamlined financial management.
Streamline your stock analysis process by receiving detailed technical insights and chart images directly in Telegram. Ideal for traders and investors seeking quick, comprehensive stock evaluations.
This n8n workflow automatically fetches US stock earnings data and sends AI-enhanced updates to Telegram, ideal for investors and financial communities.
This n8n workflow delivers personalized daily stock market intelligence by integrating real-time data from Perplexity AI with your Google Sheets portfolio, providing actionable insights and trade suggestions via Telegram.
The VEO3 video creation workflow automates the process of generating video content based on user ideas stored in Google Sheets. By integrating n8n with Google Sheets and leveraging AI capabilities, this workflow fetches ready ideas and formulates ...
Leverage AI and advanced financial APIs to generate comprehensive stock analysis reports, providing investors with real-time insights and professional-grade analytics.
Streamline your personal finance management by using WhatsApp to log expenses, powered by AI for natural language processing and PostgreSQL for data storage and reporting.
This workflow automatically monitors gold prices every 6 hours and sends alerts via LINE when prices exceed a specified threshold, utilizing web scraping for real-time updates.
This workflow uses AI to provide daily insights and recommendations for your stock portfolio by analyzing market news and trends.
Leverage AI to transform Stripe sales data into actionable 3-month revenue forecasts, stored in Google Sheets and Supabase.
## Who's it for This workflow is designed for **finance teams**, **accountants**, and **data analysts** who want to interact with financial data from **two PostgreSQL databases** - one containing **Profit & Loss** data and another containing **Balance Sheet** data - using natural language chat. It's perfect for those who need **quick, AI-powered insights** with the correct database automatically selected based on the question. --- ## How it works / What it does 1. **Chat Trigger** - Starts the workflow when a chat message is received. 2. **AI Agent** - Processes the user's question and decides: - **Profit & Loss DB** – If the question is about revenue, costs, expenses, or profit. - **Balance Sheet DB** – If the question is about assets, liabilities, or equity. 3. **PostgreSQL Query Nodes** - - **P_L_Reports** queries the `financial_agent_pl_reports` table. - **Balance_Sheets** queries the `financial_agent_balancesheets` table. 4. **AI Model (OpenAI)** - Uses `gpt-4.1-nano` to interpret results and provide an easy-to-read answer. 5. **Memory Buffer** - Keeps recent conversation context for a smoother chat experience. 6. **Table Output** - Always formats the results as a **clean, readable table** with two decimal precision. --- ## How to set up 1. **Prepare Your Databases** - Feed your Profit & Loss and Balance Sheet data into **PostgreSQL**. - Ensure the correct table structures are used: - **financial_agent_pl_reports** – P&L data. - **financial_agent_balancesheets** – Balance Sheet data. 2. **Configure the PostgreSQL Nodes** - Add connection credentials for both databases. - Link **P_L_Reports** and **Balance_Sheets** nodes to the correct tables. 3. **Set Up the AI Agent** - Paste the provided **system message** into the AI Agent node (already configured in your workflow). 4. **Connect the Nodes** - Ensure **Chat Trigger → AI Agent → DB Nodes → AI Model** connections match your workflow. 5. **Deploy** - Save and activate the workflow. - Start sending finance-related queries to test. --- ## Requirements - **n8n** (latest version recommended) - **PostgreSQL databases** with: - `financial_agent_pl_reports` table (P&L data). - `financial_agent_balancesheets` table (Balance Sheet data). - **OpenAI API credentials** with access to `gpt-4.1-nano`. - **Active Webhook/Chat Trigger** for receiving queries. --- ## How to customize - **Expand AI Instructions** - Add more rules in the system message for different data sources or formatting styles. - **Change AI Model** - Switch to a different OpenAI model for faster or more accurate results. - **Add More Databases** - Connect extra financial datasets, e.g., cash flow, sales analytics. - **Enhance Table Styling** - Use Markdown or HTML formatting for richer outputs. - **Refine Query Logic** - Modify filtering logic to better match your reporting needs.
Utilize AI to detect key candlestick reversal patterns and volume divergence for Tesla (TSLA) using real-time OHLCV data. This workflow enhances trading decisions by identifying signals such as Doji, Engulfing, and volume anomalies.
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