Overview
Manually tracking multiple stock prices and crafting daily reports wastes time and risks outdated info. This workflow automates real-time stock data retrieval, compiles it into an English report, and emails it to your chosen recipients—cutting out manual grunt work and ensuring you get fresh investment insights without lifting a finger.
The Impact
- Cut Manual Work. Automatically fetch and compile stock data without daily effort.
- Ensure Freshness. Get timely market updates without delays or missed info.
- Standardize Reports. Receive consistent, structured English summaries every day.
- Expand Reach. Easily share market insights with overseas clients via email.
Who This Is For
- Individual Investors seeking daily market snapshots for smarter morning decisions.
- Investment Researchers needing automated stock data collection for reports and team updates.
- Finance Advisors delivering regular English market briefings to international clients.
- Portfolio Managers wanting streamlined access to multi-stock daily quotes without manual hassle.
How It Works
- Initialize Stock Result
- Start with an empty array to collect stock data for the report.
- Iterate Stock Codes
- Loop through each stock code, auto-append Shanghai or Shenzhen prefix based on code.
- Fetch Stock Data
- Call external API to grab stock name, current, open, high, low prices; verify success.
- Generate Report
- Use an LLM (azure-gpt-4.1-mini) to synthesize collected data into a polished English report.
- Send Email
- Dispatch the final report via Gmail to the specified email with a fixed subject line.
What You'll Need
Before using this template, make sure you have:
- Gmail sending credentials authorized for the "Send Email" node to enable email dispatch.
- A valid list of stock codes in numeric string array format (e.g., ["600519","000001"]).
- A target email address formatted correctly to receive the automated reports.
How to Use
- Step 1. Configure Credentials
- Step 2. Input Stock Codes
- Step 3. Specify Recipient Email
- Step 4. Run the Workflow
- Step 5. Verify Execution
Set up Gmail sending credentials for the email dispatch node.
Provide the stock codes array as numeric strings; the workflow auto-detects exchange prefixes.
Enter the email address where you want the daily reports sent.
Trigger the workflow to fetch data, generate the report, and send the email automatically.
Check your inbox to confirm receipt of the daily stock information email report.
