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Real Time Financial Analysis

The real-time financial analysis workflow automes the research and generation of a financial report for a public company. The workflow accepts a ticker code as input, uses Python libraries to retrieve financial information and the latest news from Yahoo Finance, summarizes and structures all the information with a small language model and sends a report to the user with Gmail.

Real Time Financial Analysis

Demonstration

Automated Financial Report with Analyst Recommendation

Workflow JSON

JSON for Real Time Financial Analysis Workflow

To download the workflow, select the JSON file above, then use command/control + S and save with the .json extension.

Once you've uploaded the workflow, you'll need to specify a recipient email in the Gmail integration.

Input/Output Example

JPM

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