- Sumit Dey
- Nov 17
- 6 min read
The CrewAI Financial Researcher is an autonomous agent designed to collect, analyze, and synthesize financial data using large language models (LLMs), custom tools, and structured multi-agent workflows. It supports finance teams, analysts, and product builders by automating high-effort research tasks with high accuracy and speed.
Purpose
The Financial Researcher agent acts as your intelligent analyst, capable of:
Gathering financial information from APIs, news, internet, etc.
Performing qualitative and quantitative analysis
Generating insights for investment, risk, market, and competitive intelligence
Summarizing complex financial documents
Follwoing five steps need to follow to create Crew AI Project

Fill the config yaml files to define the Agents and Tasks
agents.yaml file
agents.yaml is a configuration file in CrewAI that defines all agents involved in a multi-agent workflow, including roles, goals, backstories, and the LLM used for all agents.
researcher:
role: >
Senior Financial Researcher for {company}
goal: >
Research the company, news and potential for {company}
backstory: >
You're a seasoned financial researcher with a talent for finding
the most relevant information about {company}.
Known for your ability to find the most relevant
information and present it in a clear and concise manner.
llm: <LLM>
analyst:
role: >
Market Analyst and Report writer focused on {company}
goal: >
Analyze company {company} and create a comprehensive, well-structured report
that presents insights in a clear and engaging way
backstory: >
You're a meticulous, skilled analyst with a background in financial analysis
and company research. You have a talent for identifying patterns and extracting
meaningful insights from research data, then communicating
those insights through well crafted reports.
llm: <LLM>tasks.yaml file
tasks.yaml is a configuration file where you define all tasks executed by agents in a CrewAI workflow.
Each task describes:
what needs to be done
which agent performs it
what the task should output
whether the output should be saved for later tasks
# src/research_crew/config/tasks.yaml
research_task:
description: >
Conduct thorough research on company {company}. Focus on:
1. Current company status and health
2. Historical company performance
3. Major challenges and opportunities
4. Recent news and events
5. Future outlook and potential developments
Make sure to organize your findings in a structured format with clear sections.
expected_output: >
A comprehensive research document with well-organized sections covering
all the requested aspects of {company}. Include specific facts, figures,
and examples where relevant.
agent: researcher
analysis_task:
description: >
Analyze the research findings and create a comprehensive report on {company}.
Your report should:
1. Begin with an executive summary
2. Include all key information from the research
3. Provide insightful analysis of trends and patterns
4. Offer a market outlook for company, noting that this should not be used for trading decisions
5. Be formatted in a professional, easy-to-read style with clear headings
expected_output: >
A polished, professional report on {company} that presents the research
findings with added analysis and insights. The report should be well-structured
with an executive summary, main sections, and conclusion.
agent: analyst
context:
- research_task
output_file: output/report.md
Create crew.py module to create the Agents, Tasks, and Crew, referencing the config.
# src/financial_researcher/crew.py
from crewai import Agent, Crew, Process, Task
from crewai.project import CrewBase, agent, crew, task
@CrewBase
class ResearchCrew():
"""Research crew for comprehensive topic analysis and reporting"""
@agent
def researcher(self) -> Agent:
return Agent(
config=self.agents_config['researcher'],
verbose=True
)
@agent
def analyst(self) -> Agent:
return Agent(
config=self.agents_config['analyst'],
verbose=True
)
@task
def research_task(self) -> Task:
return Task(
config=self.tasks_config['research_task']
)
@task
def analysis_task(self) -> Task:
return Task(
config=self.tasks_config['analysis_task'],
output_file='output/report.md'
)
@crew
def crew(self) -> Crew:
"""Creates the research crew"""
return Crew(
agents=self.agents,
tasks=self.tasks,
process=Process.sequential,
verbose=True,
)Update main.py to set any inputs
#!/usr/bin/env python
# src/financial_researcher/main.py
import os
from financial_researcher.crew import ResearchCrew
# Create output directory if it doesn't exist
os.makedirs('output', exist_ok=True)
def run():
"""
Run the research crew.
"""
inputs = {
'company': 'Google'
}
# Create and run the crew
result = ResearchCrew().crew().kickoff(inputs=inputs)
# Print the result
print("\n\n=== FINAL REPORT ===\n\n")
print(result.raw)
print("\n\nReport has been saved to output/report.md")
if __name__ == "__main__":
run()Execute the code with the command: crewai run
Here is the sample output Comprehensive Report on Google
Executive Summary Google, under the umbrella of Alphabet Inc., has demonstrated robust financial growth, with a 14% year-over-year increase in services revenue reaching $87.1 billion in Q3 2025. The company's operating margins and return on assets have also shown significant improvement. Historically, Google has exhibited consistent growth, with annual revenues forecasted to reach $305.63 billion in 2025. Despite facing challenges such as antitrust legal issues, market competition, and regulatory scrutiny, Google is poised for future growth through advancements in artificial intelligence, expansion of cloud solutions, and commitment to sustainability. This report provides a detailed analysis of Google's current status, historical performance, challenges, opportunities, recent news, and future outlook.
1. Introduction to Google Google, founded in 1998, has evolved into a multinational technology company specializing in Internet-related services and products. Under the parent company Alphabet Inc., Google's primary sources of revenue include advertising, cloud computing, hardware, and software.
2. Current Company Status and Health As of 2025, Google maintains a strong financial position. Key financial metrics include:
Services revenue: $87.1 billion in Q3 2025, reflecting a 14% year-over-year increase.
Operating margins: 32.19%.
Return on assets (ROA): Improved to 25.71%.
Stock price performance: Rebounded significantly since the lows of 2022, with a 60.25% increase over the past year.
3. Historical Company Performance Google's historical performance has been consistently strong, with significant annual revenue growth:
2021: $256.74 billion.
2022: $279.8 billion.
2025: Forecasted at $305.63 billion. The company's stock has seen fluctuations, including a peak of $291.31 in November 2025, following a recovery from a low of $140.53 earlier in 2025.
4. Major Challenges and Opportunities
Challenges:
Antitrust Legal Issues: Google faces a significant antitrust lawsuit initiated by the U.S. DOJ in January 2025, targeting its dominance in online advertising.
Market Competition: The rise of AI technologies increases competition, particularly from newer companies leveraging generative AI in search and advertising.
Regulatory Scrutiny: Concerns about privacy, market monopolization, and data security continue to challenge Google's operational practices.
Opportunities:
AI Advancements: Integrating artificial intelligence across services promises to enhance user engagement and retention.
Cloud Solutions Expansion: Google Cloud's growth is a significant opportunity for long-term profits, with innovative product offerings like Vertex AI.
Sustainable Initiatives: Commitment to sustainability and social impact through initiatives like the Google.org Impact Challenge enhances community relations and corporate responsibility.
5. Recent News and Events Recent updates from Google include:
Generative AI Developments: Numerous announcements at Google I/O 2025 regarding AI-driven capabilities across services.
AI in Healthcare: Innovations focusing on healthcare data analysis and support systems, including new AI infrastructure.
Algorithm Updates: Series of algorithm changes in 2025 aimed at combating spam and enhancing content originality.
6. Analysis of Trends and Patterns Google's consistent growth trajectory indicates a strong position in the tech industry. However, the company must navigate antitrust legal issues, market competition, and regulatory scrutiny. The integration of AI across services and the expansion of cloud solutions present significant opportunities for future growth.
7. Market Outlook Looking ahead, Google's strategies will likely center on:
AI Implementation: Continued expansion of AI technologies into every facet of their business.
Regulatory Adaptation: Adjustments to strategies in response to ongoing legal pressures and public scrutiny.
Diversification into New Markets: Exploration into hardware innovations and enhanced cloud computing solutions, aiming for leadership in new and emerging sectors. This outlook is based on publicly available information and should not be used for trading decisions.
8. Conclusion Google's ability to innovate and adapt will play a critical role in shaping its future position in the tech landscape. With a strong financial foundation, historical growth, and a commitment to advancements in AI and sustainability, Google is poised for continued success. However, navigating the challenges of antitrust issues, market competition, and regulatory scrutiny will be essential to the company's long-term health and growth.
This comprehensive report provides insights into Google's current status, historical performance, challenges, opportunities, and future outlook. As a leading technology company, Google's continued innovation and adaptation will be crucial in maintaining its position in the ever-evolving tech industry.




