n8n template: AI Hedge Fund Investment Analysis System - 5 Legendary Investors

Built by n8n community award winner, turn stock analysis from hours to minutes automatically! Powered by 5 specialized legendary investor AI agents and cutting-edge financial data APIs, this revolutionary system analyzes any stock like a professional hedge fund - delivering Warren Buffett, Peter Lynch, and 3 other expert perspectives in one comprehensive report.

Tired of spending countless hours researching stocks while missing critical investment perspectives? Meet your new AI-powered investment research team - the game-changing solution that turns manual stock analysis into automated professional-grade investment thesis reports that rival Wall Street firms.

This innovative system deploys a sophisticated team of 7 AI agents that work in perfect harmony to deliver comprehensive, multi-perspective investment analysis on any stock you choose. Simply enter a ticker symbol like AAPL, TSLA, or MSFT, and watch as your virtual investment committee springs into action.

Here's how the magic happens:

✅ Real-time financial data extraction from live market APIs and SEC filings
✅ 5 legendary investor analysis styles - Buffett, Lynch, Munger, Damodaran, and Ackman
✅ Professional technical analysis with automated TradingView chart generation
✅ Comprehensive sentiment analysis from analyst ratings and social media
✅ Institutional-quality PDF reports ready for investment committees
✅ Complete automation - 15 minutes vs. 6+ hours of manual research
✅ Unlimited usage with self-hosted solution (no monthly limits)

Key Outcomes and Benefits

What sets this system apart:

Legendary Investor AI Architecture: Features 5 distinct AI agents each modeling famous investment approaches - from Buffett's quality focus to Lynch's growth hunting to Ackman's activist strategies, ensuring comprehensive analysis while maintaining each investor's unique perspective.

Financial Modeling Prep Integration: Uses cutting-edge MCP (Model Context Protocol) technology for real-time financial data that updates automatically - no more stale data when markets move fast.

Enterprise-Grade Analysis: Every insight comes with proper financial context, ratio analysis, and strategic recommendations, adding immediate value to your investment decisions.

No-Code Implementation: Complete workflow system that anyone can set up and customize, regardless of technical background.

Perfect for:

🎯 Individual Investors seeking professional-grade stock analysis
🎯 Investment Clubs wanting multiple expert perspectives
🎯 Financial Advisors delivering comprehensive client reports
🎯 Portfolio Managers conducting efficient due diligence
🎯 Finance Students learning from legendary investor methodologies
🎯 Family Offices needing institutional-quality research

What's Included

📋 Complete n8n Workflow JSON - Ready to import with all 7 AI agents configured
📋 Technical Analysis Sub-Workflow - Automated chart generation and pattern recognition
📋 Step-by-Step Setup Guide - Get running in 45 minutes with video walkthrough
📋 AI Agent Prompts - Pre-optimized for each legendary investor's methodology

Transform your investment analysis today. Set up your automated investment committee in minutes and start making informed decisions based on legendary investor wisdom combined with real-time data. No more flying blind while markets move fast.

Requirements and Compatibility

n8n Version: 1.105 or higher (tested on 1.105)

System Requirements:

• n8n account 
• OpenRouter account for AI models (GPT-5-mini, Perplexity)
• Chart-img.com account for technical analysis charts
• PDF.co account for professional report generation
• Financial data access via pre-configured MCP connections

External Services Required:

• OpenRouter.ai API key (for AI models) 
• Chart-img.com API key (for technical charts) 
• PDF.co API key (for PDF generation) 
• Financial Modeling Prep access (via Smithery MCP) -- needs paid plan

How It Works

1. Input ticker symbol via n8n chat interface (e.g., "AAPL", "TSLA", "NVDA")
2. Finance Agent extracts latest financial data, ratios, and DCF valuations using MCP protocols
3. 5 Legendary Investors analyze the stock using their distinct methodologies:
   • Aswath Damodaran (Academic valuation and DCF modeling)
   • Warren Buffett (Quality businesses with economic moats)
   • Bill Ackman (Activist value creation and concentrated positions)
   • Charlie Munger (Mental models and multidisciplinary analysis)
   • Peter Lynch (Growth investing and ten-bagger identification)
4. Technical Analysis Agent generates professional TradingView charts with indicators
5. Sentiment Analysis Agent aggregates analyst ratings, price targets, and social sentiment
6. Portfolio Manager synthesizes all perspectives into cohesive investment thesis
7. Professional PDF report generated and delivered automatically in 15 minutes

Who It's For / Not a Fit For

Perfect for:

• Individual investors seeking professional-grade analysis without the cost
• Investment clubs wanting diverse expert perspectives on stock picks
• Financial advisors building comprehensive client reports efficiently
• Portfolio managers conducting thorough due diligence at scale
• Finance students learning from legendary investor methodologies
• Anyone wanting to understand stocks from multiple expert angles

Not a fit for:

• Complete beginners to investing (requires basic financial knowledge)
• High-frequency traders (designed for fundamental analysis, not quick trades)
• Users expecting guaranteed returns (this provides analysis, not predictions)
• Those wanting simple buy/sell signals (delivers comprehensive thesis reports)

Setup Time Estimate

Total Setup Time: 45-60 minutes

• API key acquisition: 20 minutes
• n8n workflow import: 5 minutes
• Credential configuration: 15 minutes
• Testing and validation: 10 minutes

🔒 30-Day Money-Back Guarantee

Try this template risk-free. If you're not completely satisfied with the results, get a full refund within 30 days of purchase.

👨💻 Deployment Support Included

Need help getting started? Our setup guide and community support ensure you'll be up and running quickly, even if you're new to n8n automation.

✨ Quick Start Guide Included

Don't worry about the technical details. Our comprehensive guide walks you through every step of the setup process, from API configuration to your first automated newsletter

IMPORTANT INVESTMENT DISCLAIMER This template is for educational and informational purposes only and should NOT be considered personalized investment advice, financial advice, or a recommendation to buy, sell, or hold any securities. The AI system demonstrated creates analysis based on publicly available data and simulated investment methodologies—it does not guarantee accuracy or future performance.