Automated US Stock Portfolio Analysis with AI-Generated Telegram PDF Reports

Overview

This workflow automates the analysis of US stock portfolios by integrating AI-powered research, data processing, and report generation. It delivers comprehensive PDF reports directly to users via Telegram, streamlining financial insights delivery.

Key Features

• Scheduled triggers initiate portfolio analysis at set intervals.
• Data is processed in batches, leveraging OpenAI and Perplexity AI for advanced financial research and insights.
• HTML and code nodes format and parse research findings.
• Reports are auto-generated as PDFs and sent via Telegram for instant access.

Benefits

• Saves significant analyst time by automating research and reporting.
• Ensures timely, data-driven investment insights for users.
• Reduces manual errors and increases consistency in financial analysis.

Use Cases

• Financial advisors providing regular portfolio updates to clients.
• Individual investors seeking automated, AI-driven stock analysis.
• Firms needing scalable, repeatable financial reporting workflows.

Integrations & Processes

• Utilizes OpenAI and Perplexity AI for natural language research and summarization.
• Employs Telegram for real-time report delivery.
• Combines data parsing, batch processing, and automated scheduling for seamless operation.