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I Talked to My AI Investing App on a Walk — And It Built Me a Portfolio

rockflow-alice

Alice

June 3, 2025 · 4 min read

I Talked to My AI Investing App on a Walk — And It Built Me a Portfolio

Most investing tools require you to sit down, open a laptop, and type like a Wall Street analyst.

Not Bobby.

This morning, I built a diversified AI Portfolio while walking to my favorite coffee shop — without tapping a single key.

How? Bobby has a voice input feature built directly into the RockFlow app. It’s more than a gimmick — it’s a completely new way to interact with an AI invest tool, especially when you're not in “analyst mode.”

Here’s how it worked.


Voice to Portfolio in 10 Minutes Flat

As I stepped outside, I launched the Bobby chat, tapped the microphone icon, and said:

“Hey Bobby, can you build me a 12-month portfolio focused on healthcare and low volatility?”

Bobby transcribed my voice perfectly and replied:

“Got it. Let me ask a few quick questions to fine-tune it…”

I kept walking as it asked follow-ups like:

  • “Would you prefer ETFs, stocks, or a mix?”
  • “Are there any sectors or regions you’d like to exclude?”
  • “What’s your risk level: conservative, balanced, or growth-focused?”

I answered all of these — out loud. No typing, no swiping, no awkward scrolling in public.


When Voice Makes the Most Sense

You might be thinking: “I don’t want to talk to my investing app in public.”

Fair. But here are five situations where Bobby’s voice mode shines:

1. Walking to Work

Your mind is fresh, the markets are open, and you’re thinking about positioning for the week. Ask Bobby for insights while you walk.

2. Post-News Jolt

Just saw a headline? Say:

“Bobby, what does a rate hike mean for my bond-heavy portfolio?”

You’ll get a smart, real-time response with context.

3. Market Check While Cooking

No hands? No problem. Ask Bobby to summarize the S&P 500’s move or show your AI Portfolio’s performance.

4. Voice Journaling for Strategy

Some users even use Bobby to think aloud:

“I’m feeling nervous about tech stocks. Should I hedge?”

Bobby turns these thoughts into logic — and offers simulations.

5. Accessibility

Not everyone loves typing. Bobby’s voice feature makes investing more approachable, especially for people who think and process verbally.


What Makes It Work So Well?

Unlike other apps that barely understand voice commands, Bobby’s system is built on large language models trained for AI trading, portfolio generation, and contextual analysis.

That means it doesn’t just transcribe — it interprets.

When I said “low volatility,” Bobby didn’t ask “what do you mean?” — it responded with ETFs like SPLV, XLU, and bond-laddered strategies that matched exactly.

It’s the first time I’ve used an AI investing app where I felt like I was talking to someone who actually understood the market.


From Voice to AI Portfolio

Once Bobby gathered my inputs, it built a portfolio titled:

“Calm Growth: Healthcare Meets Stability”

It included:

  • 50% defensive healthcare ETFs
  • 30% short-duration bonds
  • 20% large-cap dividend stocks

I tapped “Simulate Strategy,” and Bobby began tracking it live.

All while I was sipping coffee.


Why This Feature Matters

Bobby’s voice feature isn’t just cool — it changes how you think about investing.

You don’t have to wait until you're “at your desk.” You can shape a strategy mid-commute, refine it while folding laundry, or check a market insight while heading into a meeting.

This is what AI for invest should look like: smart, hands-free, and always ready to listen.


Final Thoughts

Bobby helped me build a real, backtested, risk-balanced AI Portfolio — while I was walking through a park.

That’s not the future of investing. That’s now.

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Rockalpha Limited is registered on the New Zealand Financial Service Providers Register(FSP: 1001454). Rockalpha Limited's Financial Service Providers registration can be verified on the Financial Service Providers Register. Rockalpha Limited is a member of the Insurance & Financial Services Ombudsman Scheme, an independent dispute resolution service provider. Rockalpha Limited is not licensed by a New Zealand regulator to provide the client money or property services, and Rockalpha Limited’s registration on the New Zealand register of financial service providers or membership of the Insurance & Financial Services Ombudsman Scheme does not mean that Rockalpha Limited is subject to active regulation or oversight by a New Zealand regulator.Rockalpha Limited is registered on the New Zealand Financial Service Providers Register(FSP: 1001454). Rockalpha Limited's Financial Service Providers registration can be verified on the Financial Service Providers Register. Rockalpha Limited is a member of the Insurance & Financial Services Ombudsman Scheme, an independent dispute resolution service provider.