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AI Agents & Assistants

Generate Investment Reports with a GPT-4o Investor Agent Swarm

When a chat message names a stock, OpenAI GPT-4o agents modeled on famous investors analyze FinancialDatasets.ai data and an investment report is produced and emailed via Gmail.

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The steps

  1. Company Facts
  2. Earnings Releases
  3. Ticker Prices
  4. Financial Metrics
  5. Insider Trades
  6. News
  7. Structured Output Parser
  8. OpenAI Chat Model
  9. Ticker Extractor
  10. Ticker Array
  11. Checks if ticker exists in DB
  12. Search Ben_Graham
  13. Bill Ackman Searches
  14. Cathie Wood Searches

75 steps in total.

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