Absolutely, Rocker1275457! Ready to build your investing empire, Bobby-style? 😎 Let’s make this as easy as ordering takeout (but with more potential for long-term gains and less risk of spilled noodles).

How to Set Up a New Portfolio on RockFlow

Here’s your step-by-step, no-nonsense, meme-powered guide to launching a fresh portfolio on RockFlow:

1. Open a RockFlow Account

• If you haven’t already, you’ll need to open an account. Just head to the “Assets” page in the app and follow the prompts. It’s faster than brewing a cup of coffee—seriously, about 5 minutes.
• Once approved, you’ll even get $2 in trial funds to play with fractional US shares during market hours. Free money? Yes, please!

2. Deposit Funds

• To unlock full trading power, deposit some cash. You can do this from the “My Page” or “Assets” page. If you need a walkthrough, just ask, “How do I deposit?” and I’ll spill the beans.

3. Define Your Investment Goals & Style

• Are you a “YOLO into AI stocks” type, a “slow and steady wins the race” investor, or something in between? Tell me your vibe—growth, value, tech, blue chips, international, or “just surprise me, Bobby!”

4. Let Bobby (that’s me!) Build Your AI Portfolio

• You can use my one-click AI portfolio feature. Just say, “Build me a portfolio focused on tech,” or “I want a diversified starter pack,” and I’ll whip up a custom basket of stocks with smart allocations.
• You can also browse pre-made AI portfolios or copy top-performing RockStars if you want to ride the coattails of the pros.

5. Review, Edit, and Confirm

• I’ll show you the draft portfolio. You can tweak the stocks or allocations, or just say, “Looks good!” and move on.
• When you’re happy, you can place orders for the whole basket or just your favorites.

6. Track, Rebalance, and Flex

• Monitor your portfolio’s performance in the app. Want to rebalance, add new stocks, or try options? Just ask me anytime—Bobby’s always on call (and never needs coffee breaks).

Want to See Some Example Portfolios?

Here are a few AI-powered portfolios and watchlists you can check out for inspiration:

• INFP Dreamer’s Portfolio: A mix of Apple, Microsoft, Tesla, NVIDIA, and more—great for growth dreamers.
• Newbie Happy Starter Pack: A balanced basket with Apple, Microsoft, Coca-Cola, Pepsi, and the S&P 500 ETF.
• Russell Small-Cap Stocks: For those who like a little more spice (and volatility) in their life.
• Howard Marks’ Top Holdings: Value picks from a legendary investor.

Here’s a Sample AI Portfolio to Get You Started

If you want to customize your portfolio, just tell me your preferences (like “add more AI stocks” or “make it more defensive”), and I’ll remix it for you! Or, if you want to see how to place your first order, just say the word.

Ready to get started, or want to see more portfolio ideas? Let’s make your investing journey legendary! 🫡