I Asked an AI Investing App to Build Me a Portfolio — Here’s What Happened
Alice
June 3, 2025 · 3 min read
When I first opened Bobby, RockFlow’s new AI investing app, I wasn’t expecting much. I typed:
“Build me a tech-themed, low-risk portfolio.”
What came next felt less like using a bot and more like getting advice from a seasoned strategist — one trained in quant trading, real-time analysis, and personalized investing guidance.
What Is Bobby?
Bobby is an AI agent for invest — a 24/7 chatbot that helps you explore the market, simulate portfolios, manage strategies, and even place trades via RockFlow.
It's more than just an ai invest tool — Bobby combines human-like conversation with deep market logic and the ability to act directly on your behalf inside the platform.
Step 1: The Chat That Feels Like a Consultation
After I entered my request, Bobby didn’t spit out stock names. Instead, it asked:
- What’s your investment horizon?
- Do you want ETFs, stocks, or both?
- Any industries or regions you want to exclude?
These weren’t generic prompts. This AI for invest felt smart — aware of the market and curious about me.
Step 2: From Idea to AI Portfolio
Bobby then generated an AI Portfolio Card — a core feature of this ai investing app. My card was titled:
“Smart Tech, Steady Hands”
It included:
- Asset allocation (60% ETFs, 30% large-cap stocks, 10% cash)
- Risk-return score
- Real-time market data links
- Quant-based rationale for every pick
Step 3: Bobby’s Quant Trading Engine at Work
What really impressed me? Bobby’s built-in quant trading model.
It ran simulations of the portfolio across historical data. I could swipe between 1-year, 3-year, and volatile market scenarios — complete with explanations of performance trends.
This isn’t a toy. It’s a full-powered ai stock strategy engine.
Step 4: Make It Real — Or Just Simulate
With one tap, I could:
- Simulate the strategy in real time, or
- Publish it as a Star Strategy in Strategy Square, RockFlow’s social layer for sharing portfolios
I chose to simulate — Bobby started tracking performance live in my dashboard.
What Makes This AI Invest Tool Different?
Most ai stock platforms stop at answering questions.
Bobby:
- Builds a complete portfolio using your style
- Uses real-time ai trading data
- Lets you test, tweak, simulate, or publish
- Supports ETF + stock combo strategies with smart logic
It’s not just responsive — it’s proactive. And it’s fully connected to your RockFlow account.
Final Thoughts
Bobby showed me that modern AI investing apps can do more than answer “what stock should I buy?”
They can take a theme, a feeling, a risk profile — and turn it into a real investment strategy with substance.
From conversation to quant model to tracking — it all happens inside one sleek interface.
