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AI-powered technical analyst with Perplexity R1 research

Derek CheungDerek Cheung
2951 views
2/3/2026
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Technical Analyst AI Agent using LLM Vision

Leverage the latest AI technology to analyze financial charts and make informed trading decisions with our Technical Analysis AI Agent. This powerful workflow combines Claude Sonnet 3.7 vision capabilities with Perplexity deep reasoning and up-to-date internet information to deliver comprehensive market analysis.

Key Capabilities:

  • Visual Chart Analysis - AI vision technology examines technical charts to identify key price points, volume patterns, and trend indicators
  • Fundamental Research Integration - Combines technical analysis with real-time fundamental data using DeepSeek R1 reasoning
  • Fully Cited Reports - Fundamental analysis backed by verifiable sources for confident decision-making
  • Automated Email Delivery - Receive complete analysis reports directly to your inbox

How It Works:

This workflow orchestrates multiple AI components to analyze financial instruments:

  1. The Technical Analysis Leader coordinates the entire analysis process
  2. Chart analysis tool identifies the appropriate exchange and downloads Trading View charts
  3. AI Vision examines the chart for technical indicators including RSI, volume patterns, and support/resistance levels
  4. Perplexity tool conducts fundamental research using DeepSeek R1 reasoning capabilities
  5. All data is synthesized into a comprehensive report with trading recommendations
  6. Results can be automatically emailed for reference

Setup Instructions:

Quick start video included in the template.

  1. Get API key from OpenRouter.ai to access the Sonnet 3.7 model
  2. Get API key from chart-img.com to access tradingview charts
  3. Connect the Gmail node for email delivery functionality

IMPORTANT DISCLAIMER: This tool provides technical analysis for informational purposes only and should not be construed as investment advice. This AI-powered technical analysis tool is designed to assist with market analysis but should not be used as the sole basis for any investment decision

AI-Powered Technical Analyst with Perplexity (R1 Research)

This n8n workflow leverages AI to act as a technical analyst, capable of researching and summarizing information based on user queries. It integrates with Perplexity AI via OpenRouter and uses an n8n sub-workflow as a tool for the AI agent to perform web searches.

Description

This workflow creates an AI agent that can receive chat messages, interpret them, perform research using a dedicated n8n web search tool, and then respond with a summarized analysis. It's designed to provide quick, AI-driven insights on technical topics by simulating a research process.

What it does

  1. Listens for Chat Messages: The workflow is triggered by an incoming chat message, acting as the user's query.
  2. Initial Processing: The incoming chat message is processed and set as the humanMessage for the AI agent.
  3. AI Agent Initialization: An AI Agent is initialized with a "Plan and Execute" strategy, enabling it to break down tasks, use tools, and generate responses.
  4. Memory Management: A "Simple Memory" node is used to maintain conversational context during the interaction.
  5. Language Model Configuration: The AI Agent utilizes an "OpenRouter Chat Model" to interact with Perplexity AI, providing the core intelligence.
  6. Tool Integration: The AI Agent is equipped with a "Call n8n Workflow Tool" that allows it to execute a separate n8n workflow (referred to as a "sub-workflow") for performing web searches.
  7. Output Parsing: A "Structured Output Parser" is included, though its specific configuration isn't detailed in the provided JSON, it suggests an intention to structure the AI's output.
  8. Conditional Routing (Placeholder): A "Switch" node is present, indicating a potential for conditional logic or branching based on the AI's output or other criteria, though no connections are shown from it in the provided JSON.
  9. HTTP Request (Placeholder): An "HTTP Request" node is also present, suggesting a capability to interact with external APIs or services, but it's not connected in this workflow.
  10. Sub-workflow Trigger: An "Execute Workflow Trigger" node is included, which is likely the entry point for the "Call n8n Workflow Tool" when the AI agent decides to perform a web search.

Prerequisites/Requirements

  • n8n Instance: A running n8n instance to host the workflow.
  • OpenRouter API Key: An API key for OpenRouter to access Perplexity AI. This will need to be configured in the "OpenRouter Chat Model" node's credentials.
  • Sub-Workflow for Web Search: A separate n8n workflow designed to perform web searches and return results, which will be called by the "Call n8n Workflow Tool". The ID of this sub-workflow needs to be configured in the "Call n8n Workflow Tool" node.

Setup/Usage

  1. Import the Workflow: Import the provided JSON into your n8n instance.
  2. Configure OpenRouter Credentials:
    • Locate the "OpenRouter Chat Model" node.
    • Set up a new credential for OpenRouter and provide your API Key.
  3. Configure the Web Search Sub-Workflow:
    • Create or import a separate n8n workflow that can perform web searches (e.g., using an HTTP Request node to a search API like Google Search, Brave Search, or a custom scraper).
    • Ensure this sub-workflow is designed to receive a query and return relevant search results.
    • Note the workflow ID of this web search sub-workflow.
    • In the "Call n8n Workflow Tool" node within this main workflow, configure it to call your web search sub-workflow using its ID.
  4. Activate the Workflow: Once configured, activate the workflow. It will then be ready to receive chat messages.
  5. Send a Chat Message: Interact with the workflow via the configured chat integration (e.g., Telegram, Slack, Mattermost, etc., depending on how the "Chat Trigger" is set up) to ask a technical question or request research. The AI agent will then use its tools to provide an analysis.

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