AI-Powered Stock Analysis with AI Scoring and Gmail Report Delivery

Description

Workflow Description and Setup Guide

This workflow provides comprehensive AI-driven stock analysis, generating detailed deep reports by leveraging advanced vector-based data retrieval and API integrations for precise financial analytics using Danelfin scoring and strategy.

Overview

This workflow automates stock analysis utilizing:

AI-driven scoring and sector insights** (Danelfin configuration)
Vector-based data retrieval** (Supabase)
Deep analytical reports**

Key Components and API Integrations

1. Danelfin AI Stock Analysis API

Provides advanced stock scores, rankings, and sector insights.

Endpoints:**

/ranking: Stock rankings and scores
/sectors: Sector information
/industries: Industry details

2. Supabase Vector Store

Vector embedding storage and quick data retrieval.

Workflow Steps

Initialization

Chat Trigger: Activates when a message requesting stock analysis is received.

Stock Analysis and Deep Reporting

Main AI Agent: Processes the query, retrieves relevant data from Danelfin, and generates deep analytical reports.

Supabase Vector Store: Facilitates efficient data retrieval using embeddings.

Reporting

Markdown Conversion: Transforms analysis into a readable HTML format.

Email Reporting: Sends detailed reports via Gmail.

Setup Instructions

Prerequisites

Obtain API Keys for Supabase and Danelfin.

Configuration Steps

Set API Keys:

Supabase API credentials for vector storage.
Danelfin API credentials for stock analysis.

Gmail API Credentials:

Configure Gmail node for sending reports.

Running the Workflow

Triggered automatically by chat messages requesting analysis.
Reports sent directly via email.

This setup ensures precise, AI-driven stock analysis delivered clearly through automated deep reporting.