Financial Analysis Report Chatbot Agent with Gemini 2.5 Flash and Discord

This n8n template turns chat questions into structured financial reports using Gemini and posts them to a Discord channel via webhook. Ask about tickers, sectors, or theses (e.g., “NVDA long‑term outlook?” or “Gold ETF short‑term drivers?”) and receive a concise, shareable report.

Good to know Not financial advice: Use for insights only; verify independently. Model availability can vary by region. If you see “model not found,” it may be geo‑restricted. Costs depend on model and tokens. Check current Gemini pricing for updates. Discord messages are limited to ~2000 characters per post; long reports may need splitting. Rate limits: Discord webhooks are rate‑limited; add short waits for bursts.

How it works Chat Trigger collects the user’s question (public chat supported when the workflow is activated). Conversation Memory keeps a short window of recent messages to maintain context. Connect Gemini provides the LLM (e.g., gemini‑2.5‑flash‑lite) and parameters (temperature, tokens). Agent (agent1) applies a financial analysis System Message to produce structured insights. Structured Output Parser enforces a simple JSON schema: idea (one‑line thesis) + analysis (Markdown sections). Code formats a Discord‑ready Markdown report (title, question, executive summary, sections, disclaimer). Edit Fields maps the formatted report to a clean content field. Discord Webhook posts the final report to your channel.

How to use Start with the built‑in Chat Trigger: click Open chat, ask a question, and verify the Discord post. Replace or augment with a Cron or Webhook trigger for scheduled or programmatic runs. For richer context, add HTTP Request nodes (prices, news, filings) and pass summaries to the agent.

Requirements n8n instance with internet access Google AI (Gemini) API key Discord server with a webhook URL

Customising this workflow System Message: Adjust tone, depth, risk profile, and required sections (Summary, Drivers, Risks, Metrics, Next Steps, Takeaway). Model settings: Switch models or tune temperature/tokens in Connect Gemini. Schema: Extend the parser and formatter with fields like drivers[], risks[], or metrics{}. Formatting: Edit the Code node to change headings, emojis, disclaimers, or add timestamps. Operations: Add retries, message splitting for long outputs, and rate‑limit handling for Discord.