The arrival of DeepSeek, a transformative AI technology, has sent shockwaves through the financial industry. While it presents substantial disruption, it also heralds untapped potential. Those who can proactively master DeepSeek and make it a vital assistant will not only weather the storm, but potentially accelerate their progress and alter the trajectory of their professional lives.
To help financial professionals bridge the gap, a comprehensive "DeepSeek Financial Industry Prompt Word Collection" has been compiled to empower them to harness the full power of this AI tool. It is predicted that in the coming years, a clear divide will emerge - those who don't understand DeepSeek will fall increasingly behind, while those who do will forge ahead.
Many say they don’t know how to use Deepseek, but it is often due to not using the prompts effectively. Although Deepseek’s prompts are not as complex as ChatGPT or other AI tools, there are still some techniques involved.
A universal prompt formula in 5 steps is provided to make Deepseek a personal assistant:
[Who I am] + [What I need] + [Core focus] + [Expected purpose] + [Precautions]
This framework “frames” Deepseek with the user’s identity, scenario, and goal, allowing it to accurately output the desired content and solve problems.
This blog will provide 10 concrete examples of how DeepSeek can benefit the financial sector, helping professionals understand how to leverage this tool and turn it into a powerful ally. The goal is to ensure they are among those who forge ahead, rather than fall behind in the coming years.
1. AI for Investment Research
Prompt: “I am a consulting and investment analysis analyst, learning and researching the XX industry and representative companies. Please filter 10 research reports discussing the development history and review of the brand companies. Requirements: reports within the last 5 years, over 10 pages, PDF version, readable.”
Example: “I am a researcher at Apex Securities Company, analyzing the situation of new energy vehicles and the three representative companies Tesla, Lucid, and BYD. Please filter 10 research reports discussing the business models and team potential of the three companies, and summarize the similarities and differences between the three companies. Requirements: within the last 3 years, depth reports over 10 pages, PDF version, readable. Predictive analytics can be used to analyze trends and make informed investment decisions.”
2. AI for Financial Analysis
Prompt: “I am an investment bank practitioner, and I need to analyze the financial and competitive analysis of a company compared to other industry companies. Please analyze the key financial indicators of XX company and its peers, as well as their relationship with the business.”
Example: “I am an investment banking practitioner at Securities, and I need to analyze the main financial and operational data of a company planning to go public in the biomedical industry, as well as the competitive analysis of the biomedical industry. Please focus on comparing the key data indicators of the company and its peers in the last three years based on its quarterly, semi-annual and annual reports, and analyze their relationship with the business. Data analysis expressions can assist finance teams with budgeting and forecasting, enhancing their ability to make informed decisions.”
3. AI for Risk Management
Prompt: “I am a risk management professional, please generate a portfolio stress test plan (extreme scenario construction + liquidity shock transmission analysis).”
Example: “I am a bank risk management professional, and I need to simulate a portfolio stress test plan for the current bond holdings in the financial market. The plan should separately analyze the maximum losses to the bond portfolio under three scenarios: a sudden 10/20/40 bp increase in overseas market interest rates or changes in domestic central bank policies, and generate solution strategies to address these three extreme scenarios. The plan should be concise and clear, no more than 2,000 words.”
Additionally, the plan should incorporate AI technologies to enhance fraud detection and manage risks effectively, ensuring compliance and mitigating potential issues related to data quality and customer interactions.
4. AI for Market Expectations
Prompt: “Within 60 days, what are the revenue and profit expectations of the Nvidia company for 2025 and 2026 from sell-side analysts or brokerages? Please list the indicators: revenue, profit, revenue growth rate, profit growth rate, net profit margin, etc.”
Example: “I am a researcher in the semiconductor industry, and I am preparing an annual report on a listed company in the industry. I need to do a trend analysis of the company’s revenue and profit in 2026 and 2027. Please summarize the forecast values and growth rates of indicators such as revenue, profit, and net profit based on the company’s financial performance in the past 5 years and the latest policy environment.”
Financial institutions can utilize AI technologies to enhance customer engagement and optimize data-driven decision-making.
5. AI for Cost Allocation Accounting
Prompt: “Please allocate the total cost of this Fintech Transformation project by department/product line, and generate an interactive dynamic allocation model.”
Example: “I am an overseas financial and stock management personnel of a securities company, and I am preparing to plan the department/product cost allocation for the company’s planned Fintech Transformation cross-border project. The departments involved include the company’s wealth management department, capital market department, and the sales department of the Hong Kong company. Please generate an interactive dynamic allocation model based on the cost and revenue forecast information provided by the above three departments. The requirements include first-level and second-level allocation, with back-office costs included in the second-level allocation.”
By integrating structured and unstructured data, the platform can streamline financial operations, enhance efficiency, ensure compliance, and automate accounting processes.
6. Market Trend Analysis Example
Prompt: “Use the Merrill Lynch clock model to analyze the current stage of the economic cycle, and output the allocation weight recommendations and logic chain for bonds/stocks/commodities.”
Example: “I am a securities company investment advisor, and clients are currently very concerned about the direction of asset allocation. Please use the Merrill Lynch clock model to analyze the current stage of the economic cycle, and display the allocation weight recommendations and trading strategies for bonds/stocks/commodities in the next two years. The requirements are simple and intuitive, presented in a tabular format.”
Machine learning can identify trends and patterns that inform business strategies, enhancing data management and analytics tools to facilitate better financial decision-making and compliance.
7. AI Customer Relationship Management
Prompt: “Please write 3 types of client portfolio communication scripts (market volatility reassurance/asset rebalancing recommendations/product penetration interpretation). “
Example: “I am a marketing staff member of a securities company branch, and the client currently holds an Invesco Global Equity Fund three-year open-ended fund whose net value has fallen to $85000 due to market fluctuations. In order to maintain and manage the client, please provide me with a customer communication script for three situations: market volatility reassurance, asset rebalancing recommendations, and product penetration interpretation. The script needs to involve specific reassurance solutions, subsequent strategies, and emotional value. Natural language processing can be utilized to analyze documents and monitor communications for compliance, ensuring that all interactions adhere to regulatory standards.”
8. Best AI for Structured and Unstructured Data Analysis
Prompt: “Convert the Investment Management data analysis results into a visualized dashboard and present the core insights in slices.”
Example: “I am a mid-office staff member of the Asset Management business department of a securities company, and I need to assist the department in providing a competitive analysis report to the company’s leadership. Please visualize the department’s business data and other industry data, and use a 3-page slices to present the analysis results and future peer benchmarking strategies and business directions. Artificial intelligence can significantly enhance data analytics and identify trends, providing deeper insights and more accurate forecasting.”
9. About Personal Investment
Prompt: “Based on my risk preference (moderate risk), recommend an asset portfolio consisting of stocks, bonds, and gold, and perform a 5-year historical back-test, analyze the correlation between the Nasdaq index and gold, and recommend a hedging strategy.”
Example: “Based on my risk preference (balanced risk type), please recommend an asset portfolio consisting of stocks, bonds, and gold, with clear proportions, expected returns higher than 5%, and perform a 5-year historical back-test. Analyze the correlation between the Nasdaq index and gold, and recommend a hedging strategy. Additionally, highlight how Vena Insights leverages data to assist finance teams in making informed decisions about various financial processes, including incentive compensation management, budgeting, and forecasting.”
10. AI for lottery numbers
It has been reported that many have become rich thanks to Deepseek’s forecasting capabilities for lottery numbers. To harness the power of DeepSeek for your own lottery success, try this prompt:
Prompt: “As an expert on lottery number analysis, please extract the latest 50 period draw data for the PowerBall lottery. Analyze the data and provide a table of the current ‘hot’ numbers (drawn most frequently in the last 10 periods) and ‘cold’ numbers (not drawn in the last 215 periods). Also recommend an optimal balanced ratio for number selection to maximize my chances of winning the next PowerBall drawing.”
By prompting DeepSeek with your specific needs as a lottery player, it can leverage its data analysis capabilities to surface the key insights you need. The output will directly provide you with a list of the hot and cold numbers, as well as a recommended balanced ratio for your number selections. By following Deepseek’s data-driven recommendations, you can optimize your PowerBall number selections and improve your chances of hitting the jackpot. Good luck!
If you want to learn about DeepSeek prompts for other industries, you can check out this guide on 100 use cases and DeepSeek example prompts.
If you find yourself frequently encountering server busy issues when using DeepSeek, MimicPC have a practical alternative solution available. As detailed in our previous article, MimicPC features a pre-installed Ollama-WebUI implementation, complete with the stableDeepSeek R1 models. This ensures uninterrupted access to DeepSeek’s robust capabilities, eliminating the concerns about potential service disruptions from the official DeepSeek platform.