Paul

Paul

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

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

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

Stock Analysis and Deep Reporting

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

  2. Supabase Vector Store : Facilitates efficient data retrieval using embeddings.

Reporting

  1. Markdown Conversion : Transforms analysis into a readable HTML format.

  2. Email Reporting : Sends detailed reports via Gmail.


Setup Instructions

Prerequisites

  • Obtain API Keys for Supabase and Danelfin.

Configuration Steps

  1. Set API Keys :

    • Supabase API credentials for vector storage.
    • Danelfin API credentials for stock analysis.
  2. 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.

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