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.

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Overview

This workflow automates stock analysis utilizing:

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

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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.

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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.

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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.

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