AI Crew to Automate Fundamental Stock Analysis - Q&A Workflow

n8n template #2183

Summary

How it works: Using a Crew of AI agents (Senior Researcher, Visionary, and Senior Editor), this crew will automatically determine the right questions to ask to produce a detailed fundamental stock analysis. This application has two components: a front-end and a Stock Q&A engine. The front end is the team of agents automatically figuring out the questions to ask, and the back-end part is the ability to answer those questions with the SEC 10K data. This template implements the Stock Q&A engine. For the front-end of the application, you can choose one of two options: using CrewAI with the Replit environment (code approach) fully visual approach with n8n template (AI-powered automated stock anal

How to set it up

Open template #2183 on n8n.io and click Use for free, or copy the template JSON and paste it onto an empty canvas in n8n.
Create 5 credentials under Credentials → Add credential: Google Drive, Binary Input Loader, Embeddings OpenAI, OpenAI Chat Model, Qdrant Vector Store. Then open each of those nodes and pick the credential.
Check the model in the OpenAI Chat Model node. The template may point at a model your account can't use; swap it for one you have access to.
Click Execute workflow and step through each node's output to confirm the data looks right.
Toggle the workflow to Active so its trigger runs on its own.

Hand off to your agent

Prompt

Help me set up the n8n workflow "AI Crew to Automate Fundamental Stock Analysis - Q&A Workflow" (https://n8n.io/workflows/2183). It uses: Google Drive, Question and Answer Chain, Binary Input Loader, Embeddings OpenAI, OpenAI Chat Model, Vector Store Retriever, Recursive Character Text Splitter, Qdrant Vector Store. Import the template JSON into my n8n instance, list every credential I need to create, and walk me through testing it.

Paste into Claude Code and it will do the rest.

Apps and nodes

Google Drive Question and Answer ChainBinary Input LoaderEmbeddings OpenAI OpenAI Chat Model Vector Store Retriever Recursive Character Text Splitter Qdrant Vector Store

Questions

Yes. Derek Cheung published it free on n8n.io as a verified creator, and it has 28K views. It runs on n8n Cloud or a self-hosted n8n instance.

Google Drive, Binary Input Loader, Embeddings OpenAI, OpenAI Chat Model, Qdrant Vector Store. The other 3 nodes are built into n8n.

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