Stop "chatting" with Alice 27 and give her some "work"!

Ask AI · Alice 27 How to Upgrade Financial Q&A to Task Execution?

What financial professionals find most annoying is not that the questions are too difficult.

But rather—

When a hot topic suddenly arises in the market, and you have to research it immediately;

When you’re asked to compare several companies just ten minutes before a meeting;

When an idea pops into your mind, but before you can execute it, the data, charts, and validation are ready, and the opportunity has vanished!

These tasks don’t seem difficult on their own.

The challenge is that they always come urgently, in fragments, and they can’t afford to be wrong.

A day’s work is often fragmented by these demanding tasks. The energy that should be spent on decision-making is consumed by looking for data, pulling metrics, filtering, and creating charts.

Many people think that AI can help financial professionals improve efficiency by simply providing “faster answers.”

But when you get to the workplace, you will realize that what financial professionals lack is not an additional answer, but having someone generate the first draft of results.

This is also where Alice 27’s “Financial Q&A” truly stands out – moving from “chatting” to “doing.”

High-frequency financial tasks are not “big research,” but “what’s needed now”

Certainly, financial work involves many in-depth research projects. But more often, daily tasks start with a brief request:

“Please help me pull this up.”

“Let’s compare these companies.”

“Verify if there’s trading value in this direction.”

“Stop with the logic; just give me the results.”

You find that the most stressful tasks are often not the grand research projects, but these high-frequency, fragmented, urgent little tasks.

Because they don’t require you to express profound insights first, but rather demand immediate action: find data, set scope, filter stocks, pull metrics, make comparisons, generate charts, validate, and organize logic.

Many tools can answer specific points. But what’s truly rare is whether it can directly complete this entire series of tasks and deliver results to you.

When a hot topic arises, the worst fear is not misunderstanding it, but acting slowly

The market is ever-changing. From artificial intelligence to computing power chains, from tech stocks to memory chips, hot topics shift rapidly. Many times, the opportunity is lost not because it was unseen, but because by the time you were ready to act, it had already slipped away.

Have you ever personally experienced a situation where a direction suddenly started to strengthen, and messages began flooding the group? The boss says: “Don’t just look at the comments. Pull up an index and see. Include all relevant stocks, don’t have too many components, weight them reasonably, and compare with mainstream benchmarks. I want to see the results first.”

Facing this task, how can it be done in just a few minutes? You first need to define the scope, find stocks, filter components, pull historical performance, make comparisons, generate charts, and ultimately organize it into a version that can be assessed.

Alice 27’s “Financial Q&A” is always online and delivers results immediately.

You just need to clarify the goal; it plans and breaks down the tasks on its own: find data, filter stocks, adjust tools, calculate results, create charts, organize logic; it self-corrects errors and directly delivers usable results.

This is the most important efficiency in financial work.

It’s not about “what was said,” but “what was achieved.”

Ten minutes before the meeting, discern AI’s “real abilities”

There’s another scenario that almost every financial professional has experienced. Ten minutes before a meeting, the boss suddenly says:

“Put these companies together for me. Go through revenue growth, profit margin, ROE, and valuation levels. Who’s stronger, who’s more expensive? Give me a conclusion right away.”

Is this task complicated? Not really, but it’s annoying.

Annoying because you have to find companies, pull metrics, align standards, and arrange rankings at the last minute;

Annoying because there’s simply not enough time for a thorough check;

Annoying because the “conclusion” you need is often stuck in the middle of these mechanical actions.

Many AIs encounter this situation and will first give you a segment of “flattering words,” but they can’t deliver “beautiful results.”

Because what you need is not a comment, but to first place several companies in the same framework: align core metrics, set valuations, clarify differences, and only then can the conclusion be substantiated.

Alice 27’s “Financial Q&A” does it this way:

1. It compares the core financial indicators of the “three champions of optical modules” (Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication) over the past three years and the latest quarter—including revenue, net profit attributable to the parent, gross margin, and ROE, and predicts their performance for the 2026 fiscal year based on Wind’s consensus expectations;

2. It analyzes the growth, gross margin, and ROE change drivers;

3. It dissects the investment value and risks from aspects of scale, profitability, technology, potential, cycles, competition, and concentration;

4. It utilizes professional charting tools to generate dynamic interactive comparison trend charts;

5. Finally, it produces an Excel report with analytical formulas for opening and downloading.

All of this is delivered instantly with just one sentence.

** This image appears to be AI-generated **

For financial professionals, intelligent Q&A is not about being more talkative, but about being able to execute

In the past, many people understood “Q&A” as a question and answer format, searching and summarizing. But for financial professionals, the truly valuable “Q&A” should not stop here. Because your questions are often not simply information inquiries, but tasks that come with a series of execution requirements:

• What are the core targets in this direction?

• How do we view these companies together?

• Is there data to support this judgment?

• Can we run a version of this index, strategy, or stock-picking idea first?

• Provide me with the results first, and then I can decide if it’s worth continuing to delve deeper.

These types of questions require not “more explanations,” but transforming Q&A directly into the starting point for execution.

You pose a question, and it leads to a task.

So next time, don’t just chat with Alice 27.

Give her a task directly!