Automating Financial Analysis with AI Agents Using n8n & macOS Shortcuts

Hey everyone! Welcome back to another automation adventure! 🎉 Today, we’re diving into a super cool financial analysis workflow using AI agents. We’re Agents Ops, a team of AI devs who love building automation solutions tailored to any business need. 💡

In this tutorial, we’ll show you how to leverage n8n, macOS Shortcuts, ChatGPT-4o, and some powerful tools like MarketStack & SerpAPI to analyze candlestick patterns and stock movements in a breeze. 📈✨

Here’s what we’re covering:

• 1️⃣ Setting up a macOS Shortcut to grab candlestick charts of any stock or crypto. 📸
• 2️⃣ Building an n8n workflow to create an AI agent that analyzes these charts. 🧠💰

Setting Up the macOS Shortcut 📸

First things first, let’s automate capturing and processing stock charts! 🖥️📊

Step 1: Open Shortcuts App

Can’t find it in Applications? 🤔 Just search for it! If it’s missing, grab it from the App Store (it’s free and super useful). 🛠️

Step 2: Create a New Shortcut

• Tap the ➕ (plus) icon to create a fresh shortcut.
• On the right-hand Actions bar, start adding the following steps.

Step 3: Add Essential Actions

• Take a Screenshot:
  • Search for “Screenshot” and add it.
  • Tap “Show More” and set Selection to Custom (so you can pick what to capture). 🖼️
• Convert to JPEG:
  • Add “Convert Image” and set format to JPEG to keep file size optimized. 🏆
• Convert to Base64:
  • This makes it easier to send the image to n8n. 🔄
• Send Data to n8n Webhook:
  • Add “Get Contents of URL” and set the method to POST.
  • Drop in your n8n Webhook URL & configure headers. 🌍🔗
• Speak & Show Results:
  • Add “Speak” action so your Mac announces the AI’s response. 🎙️
  • Add “Show Result” so you get a pop-up with the insights. 👀

And BOOM 💥— your macOS shortcut is ready to roll! Now, let’s wire up n8n to analyze the charts. 🚦

Building the n8n Workflow 🔗

Now that we’ve got our screenshot automation in place, let’s set up the AI-powered analysis in n8n. 🤖💡

Step 1: Add a Webhook Node

• This is where we’ll receive the Base64 image data from our shortcut.
• Pro tip: Always use authentication for security, but you can skip it for testing.

Step 2: Convert Base64 to File

• Use the Move Base64 String to File node to turn the data into an actual image.

Step 3: AI-Powered Analysis with ChatGPT-4o Mini

• Add an AI Agent Node and give it the image file as input.
• Write a system prompt so the AI knows exactly how to analyze the chart.
• Ensure the model supports image processing before you proceed.

Step 4: Fetch Latest Stock News & Data

• Add SerpAPI to pull in the latest financial news.
• Use MarketStack to fetch real-time stock prices.
• Toss in a calculator node for any advanced calculations.

Step 5: Returning the AI Insights

• Add a Webhook Response node to send AI-generated insights back to your device.
• Format the response so it's clear & actionable!

Putting It All Together 🎯

With this slick automation setup, you can:

• ✅ Capture candlestick charts for stocks or crypto on the fly.
• ✅ Get instant AI analysis on market trends.
• ✅ Stay updated with real-time financial news.
• ✅ Use technical indicators like MACD, RSI & more.

And the best part? It works seamlessly on Mac, iPad & iPhone—so you can trade smarter, anywhere! 📲💸

Got questions? 🤔 Drop them in the comments, and we’d love to help out!

N8N AI-Powered Financial Chart Analyzer | Universal Stock & Crypto Insights | ChatGPT, MarketStack, SerpAPI

The AI-Powered Financial Chart Analyzer is a cutting-edge automation tool that streamlines financial analysis using n8n workflows, AI agents, and MacOS Shortcuts. It enables users to capture, process, and analyze candlestick charts for both stocks and cryptocurrencies. By integrating powerful tools like ChatGPT-4o-mini (via OpenRouter), MarketStack, and SerpAPI, this automation provides real-time market insights, technical analysis, and AI-driven stock trend predictions.Use Case Traders & Investors: Quickly analyze candlestick charts and identify trading opportunities. Financial Analysts: Automate chart interpretation and data aggregation for in-depth reports. AI & Automation Enthusiasts: Experiment with AI-driven financial workflows using n8n. Business Owners: Gain real-time stock insights to make informed investment decisions. Setup Instructions-> Install MacOS Shortcut Download the MacOS Shortcut provided with this product and double-click on it to install. If you don’t have the Shortcuts app (parent app) installed, first download it from the App Store, then follow Step 1. -> Set Up Workflow Import the n8n workflow provided with this product.-> Set Up Credentials Webhook Authentication Create an API key (you can use a key generation tool or simply use a custom string). Add the API key to your n8n Webhook and MacOS Shortcut. If you prefer not to use authentication, remove it from both the n8n Webhook and the MacOS Shortcut. OpenRouter API Setup Get a free API key from OpenRouter and add it to your workflow. Free API keys have usage limits. OpenRouter provides multiple models—ensure that the selected model supports image processing. MarketStack API Setup Get a free API key from MarketStack and use it in your workflow. Free API keys have usage limits. SerpAPI Setup Get a free API key from SerpAPI and use it in your workflow. Free API keys have usage limits. DisclaimerThis tool is designed for educational and informational purposes only. The AI-generated insights should not be considered as financial advice. Users should conduct their own research before making investment decisions. AgentsOps is not responsible for any financial losses incurred from using this automation.

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