Scan the QR code with WeChat

Add your dedicated advisor

Save to favorites

Published: 2026-09-15 22:32:48 Views: 1894

Recommendation

Build an AI investment workstation with Nano Work to automatically monitor the market and consolidate policy, earnings, and public sentiment, with real-time A-share updates on your phone. Key content: 1. Quickly set up a market-monitoring workstation using the watchlist and Expert features 2. Track company updates across policy, earnings, and sentiment dimensions 3. View results on mobile, with data quality checks to ensure reliable information

Yang Fangxian

Founder of 53AI / Tencent Cloud (TVP) Most Valuable Professional

This A-share market observation briefing was made by me with Nano Work. It gets pushed to my phone on schedule, along with a PDF.

I put the task in the cloud, so even with my computer off, it keeps organizing market data and announcements, and I can see all the run results and report previews directly on my phone.

I usually care most about tech and new energy. When following a company, beyond the market data, I also want to know how new policies relate to it and whether the businesses in its earnings report have made progress, and then I can follow the entire sentiment timeline on my phone anytime.

This is the AI investment workstation I set up a while ago; below I'll share exactly how to do it.

I first typed "Help me review today's A-share market" on the Nano Work homepage and tried a market report.

To look further into sectors and individual stocks, you can also open "Experts" and choose "Stock Monitoring." The report at the beginning used this entry point.

Starting with a ready-made expert means you don't have to write a long list of requirements at the outset. Tell it whether you want the overall market, a certain sector, or your own watchlist stocks, and add your preferences after you get the report. Since I focus more on new energy, I asked it to pay more attention to company announcements and policy changes.

However, if I had to look up a question ad hoc every time, it still wouldn't be convenient for continuous tracking. So I created an "Investment Watch" project, put my watchlist and existing research materials into it, and made all subsequent tasks revolve around this batch of materials, breaking down the investment scenario into it.

In the watch table, besides company name, ticker code, and market, I also write down why I'm following it. For example, for two new energy companies alike, researching a battery maker's overseas business versus researching a solar company's profit changes requires finding different materials.

Once the list is ready, you can assign the first recurring task; you can swap in your own sectors and companies in this prompt.

"Based on the watchlist in the project, organize today's A-share new energy sector market data, company announcements, and important news, focusing on answering the questions in the watch table. Merge reposts of the same event, note the data time for key figures, and attach original links for important information. Separate disclosed facts, analytical judgments, and items pending confirmation, output an observation briefing, and export it as a PDF."

Expanding the execution process, you can see its records of calling financial data tools and searching news. Nano Work comes preloaded with paid Skills and common APIs; for finance, there are AKShare, Yahoo Finance stock news, and financial and macroeconomic databases. When supplementing research, you can also use web search and browser-type tools, saving the trouble of finding plugins and configuring APIs yourself.

At the same time, for data credibility I still first check the cited originals and dates. Seeing the Agent's script processing of the dense data during execution makes me feel more reassured — this is a very important data quality check step in my AI investment workstation.

Now the briefing gathers the news for me, and content worth a closer look stays in the project for further research.

For new energy policies, I have it start from the full text published by the issuing department. Just knowing "a certain industry is supported" isn't enough; what I want to see is whether the policy can land on the businesses of the companies I follow.

Next comes the fundamentals. Even if a business has policy support, how much it accounts for in the company's revenue and whether profits have followed must be checked in the earnings report.

For the earnings analysis part, I separately tested data extraction and chart generation with a real Apple FY2026 Q3 earnings report. I uploaded the file and asked it to extract revenue, profit, and cash flow, compare against comparable periods, and note the units and reporting period.

After the numbers were extracted, I first checked them against the original tables, then followed up on which business drove the growth. Finally, I had it organize the analysis into an HTML report with charts and text together, making changes across different businesses clearer, with in-depth interpretation at a glance.

With more materials, you can also make an investment watch dashboard, organizing the latest briefings, earnings charts, and follow-up questions by company.

Specify that it should be suitable for mobile viewing, keep entry points to the originals and data dates, so that later when looking up a company, you won't have to open reports one by one. The dashboard is first generated from existing files; when it needs updating with the daily briefing, add the webpage update to the task.

Another little trick I use myself: if we need materials for sharing, I can convert them directly into a PPT in Nano Work.

For that A-share review earlier, I added one line: "Convert to a white-background style PPT for internal sharing, keep the data sources" — that one simple sentence was enough to continue generating. If you want to pick a ready-made style, you can also choose scenarios and templates from the PPT entry on the homepage.

After the earlier report ran successfully, I set the daily news organization as a scheduled task. Earnings and policy analysis are done when new materials come out.

I check the task list to confirm the next execution time, then watch it complete a round as planned. That's how the briefing at the beginning truly became a task delivered automatically every day.

For this step I actually use a cloud computer; task execution doesn't depend on my local computer being on, and I can see the results directly on my phone. The cloud supports 7×24 operation; my briefing is generated at the set time, and Windows, Mac, and mobile can be used in continuity.

My project holds public research materials and the watchlist. The materials are in the cloud; Nano Work is, after all, a 360 product, and the major security vendor provides cloud isolation, a four-layer sandbox, and a skill whitelist. With 360's security capabilities behind it, I don't worry about data leaks.

After the report is done, I continue reading on my phone and can also modify requirements or issue new tasks. For example, if I suddenly want to check a certain new energy sub-industry, I add the request on my phone without waiting to get back to my computer.

After this AI investment workstation was set up, what I want to accumulate even more is my own research record in finance. Later, when I look at a company again, I can find my original questions and see whether later materials supported my original judgment. What I check every day gets saved, so research can continue.

I really love Nano Work's slogan, "Important work, done right the first time." Applied to my investment workstation, I hope the materials delivered each day are organized clearly, leaving time for the questions I truly want to pursue.

Want to try it yourself? Open work点n点cn, start with the "Stock Monitoring" expert, and first run a report on a sector you know well.

Note: Investing involves risk; the content of this article does not constitute investment advice.

53AI, the preferred service provider for enterprises deploying large models

Products: scenario implementation consulting + large model application platform + industry solutions

Commitment: free POC validation, cooperation only after results meet the standard. Zero-risk deployment of large models, delivered to 160+ medium and large enterprises

Loading...

Scan to consult

Scan to log in

By logging in, you agree to the "53AI Website Service Agreement"

Service Agreement

Welcome to the [53AI Official Website] (hereinafter referred to as "this website" or "we"). This "Membership Service Agreement" (hereinafter referred to as "this Agreement") is the legal agreement between you (hereinafter referred to as "Member" or "User") and [Shenzhen Bosi Xiechuang Network Technology Co., Ltd.] regarding registration, login, and use of this website's membership services.

Before you register or log in, please read and fully understand the terms of this agreement, especially the clauses on exemption or limitation of liability, intellectual property, and dispute resolution. Such clauses will be highlighted in bold for your attention. When you successfully log in to this website via WeChat Official Account authorization, SMS verification code, or other means, you are deemed to have fully understood and agreed to accept the entire content of this agreement.

I. Definitions

This Website: refers to the website and related mobile pages operated by [Shenzhen Bosixiechuang Network Technology Co., Ltd.] with the domain name [53ai.com].

Membership Services: refers to the knowledge base article access, content search, and other related value-added services provided by this website to registered members.

Knowledge Base Content: refers to the digital content resources published on this website, including but not limited to text, charts, data, research reports, industry analyses, etc.

II. Account Registration and Login

Login Methods: This website supports the following login methods, and you may choose according to your actual circumstances:

WeChat Official Account Authorization Login: You agree to authorize your WeChat OpenID information to this website for the purpose of creating or linking a member account.

SMS Verification Code Login: You must provide a genuine and valid mobile phone number and complete identity verification and login/registration via an SMS verification code.

Account Security: Your account is for your personal use only; gifting, lending, renting, transferring, or selling it is prohibited. Any losses arising from account theft or password leakage due to your failure to safeguard them properly shall be borne by you.

Real-Name Verification: As required by relevant laws and regulations, we may require you to complete real-name verification for certain features. If you refuse to provide it, you may be unable to use some or all of the services.

Protection of Minors: If you are under 18 years of age, please read this agreement accompanied by your legal guardian and use this service only with the guardian's consent.

III. Service Content and Rules

Knowledge Base Access Rights: After logging in, members have the right to browse and search relevant articles and content in this website's knowledge base online within the scope of permissions corresponding to their membership level.

Service Changes: We have the right to adjust, change, or terminate part of the service content as needed for business development, and will provide advance notice via website announcements, Official Account messages, and other means.

Prohibited Conduct: When using the services, you must not engage in the following:

Using technical means to batch-crawl, download, or re-save knowledge base content;

Using knowledge base content for commercial purposes or disseminating it to third parties without authorization;

Interfering with the normal operation of this website or infringing upon the legitimate rights and interests of other users;

Publishing information that violates laws and regulations or engaging in activities contrary to public order and good morals.

IV. Intellectual Property Statement

Ownership of Rights: The intellectual property rights of the layout design, software code, and other content in this website's knowledge base belong to [full company name] or the original rights holders, and are protected by laws such as the Copyright Law of the People's Republic of China.

Limited License: This website grants members a non-exclusive, non-transferable, non-sublicensable ordinary license, limited to online access to knowledge base content for personal study and research purposes only.

Enforcement Against Infringement: Without written permission, no organization or individual may copy, republish, excerpt, mirror, compile, or otherwise use the above content in any form. Once discovered, we reserve the right to pursue legal liability.

V. Protection of Personal Information

We value the protection of your personal information. For how we collect, use, store, and protect your personal information, please read the Privacy Policy separately.

The information you provide through WeChat Official Account authorization or mobile phone verification will be processed strictly in accordance with the Personal Information Protection Law, and used only for necessary purposes such as identity verification, service provision, and security verification.

You may at any time exercise your rights to access, correct, or delete your personal information and withdraw your authorization and consent through website settings or by contacting customer service.

VI. Disclaimer

Content Accuracy: Knowledge base content is for reference only and does not constitute professional advice. We make no express or implied warranties regarding its completeness, accuracy, or timeliness, and you should make your own judgment and bear the risks of use.

Force Majeure: We shall not be liable for breach of contract for service interruptions or delays caused by force majeure such as natural disasters, changes in policies and regulations, network failures, or third-party platform interface anomalies (such as WeChat interface maintenance or carrier SMS channel failures).

Third-Party Links: This website may contain links to third-party websites; the content and services of such websites are not under our control, and you should assess the risks yourself.

VII. Liability for Breach of Contract

If you breach this agreement, we have the right to take measures such as warnings, feature restrictions, service suspension, or account cancellation depending on the severity, and reserve the right to demand compensation for losses.

If your breach causes us to suffer administrative penalties, third-party claims, or reputational damage, you shall bear full liability for compensation (including but not limited to fines, damages, attorney fees, notarization fees, etc.).

VIII. Governing Law and Dispute Resolution

The formation, execution, and interpretation of this agreement shall be governed by the laws of the mainland region of the People's Republic of China.

Any dispute arising from or in connection with this agreement shall first be resolved through friendly negotiation between the parties; if negotiation fails, either party may file a lawsuit with a people's court of competent jurisdiction in [the company's location].

IX. Miscellaneous

This agreement constitutes the entire agreement between the parties regarding this service and supersedes any prior oral or written agreements.

If any provision of this agreement is found to be invalid or unenforceable, it shall not affect the validity of the other provisions.

We have the final right to interpret this agreement and reserve the right to modify it at any time within the limits permitted by law. The modified agreement takes effect immediately upon publication, and continued use of the services shall be deemed acceptance of the revised content.