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Letting Bobby Be My Weekend Research Assistant

rockflow-alice

Alice

June 3, 2025 · 4 min read

💤 When Markets Rest, Curiosity Doesn’t

Most people unplug from investing over the weekend. And to be honest, I used to as well.

But lately, I’ve started using Saturdays and Sundays not to trade — but to think. To research. To get ready.

The only catch? Most research tools are built for trading hours.

That’s where Bobby comes in.

Over one quiet weekend, I let Bobby — my go-to AI investing app — guide my thinking, screen ideas, and help build strategies I could act on when markets reopened.

Here’s what that experience looked like.

☕ Saturday Morning: Discovery Mode

I started my morning coffee by asking Bobby:

“What investing themes are gaining traction this quarter?”

Bobby replied with:

  • A ranked list of emerging ETF trends
  • Recent mentions in institutional research
  • Top-performing sectors YTD and over 3 months
  • Market sentiment analysis from news headlines

I didn’t even have to open a browser tab. Bobby sorted and summarized everything.

Bobby listing top themes like AI, defense tech, clean energy with sentiment scores

🔍 Deep Dive: Let’s Build Around a Theme

Next, I picked space tech as a curiosity play.

I asked:

“Can you show me public companies leading in satellite launch and communications?”

Bobby provided:

  • 6 global companies with sector breakdowns
  • Recent price performance vs. Nasdaq
  • Earnings outlooks
  • Optional ETF wrappers (for reduced volatility)

Then it said:

“Would you like to build a themed portfolio around this category?”

Of course.

Within a minute, Bobby created a new AI Portfolio titled:
“Space Smart: Communications & Orbitals”

It came with:

  • Asset allocation
  • Volatility profile
  • Backtested 3-year performance
  • Expected return vs. drawdown metrics

AI Portfolio card for space tech with company holdings and return curve

✍️ Saturday Afternoon: Strategy Planning

I simulated the portfolio with $5,000 of virtual capital and set a goal to track it for 30 days.

Then I asked Bobby:

“Show me how this strategy would’ve done during the 2022 tech correction.”

Bobby highlighted:

  • How defensive positioning helped reduce drawdown
  • What sectors hurt performance the most
  • Whether the drawdown matched my risk preferences

This isn’t just portfolio creation — it’s historical education, powered by AI for invest.


🧘 Sunday: Mindset + Macro Review

On Sunday, I used Bobby less as a strategist and more as a coach.

I typed:

“How should I prepare for market volatility next week?”

Bobby replied with:

  • A macro summary for the week ahead
  • Earnings calendar highlights
  • Key technical levels on SPY and QQQ
  • Volatility forecast for the sectors I hold

It then asked:

“Would you like to simulate a hedge using inverse ETFs or short-term bonds?”

I didn’t act on it — but just seeing the idea made me feel more prepared.

📢 Bonus: Weekend Tools I Didn’t Expect

Here are a few extras Bobby offered that surprised me:

  • Reading summaries: It condensed articles from Bloomberg and FT into digestible takeaways
  • Voice input: I asked follow-up questions while folding laundry
  • Learning moments: Bobby reminded me to revisit drawdown mechanics and portfolio beta

Weekend investing wasn’t just about doing more. It was about thinking deeper — with the help of a calm, contextual assistant.

Final Thoughts

You don’t need to trade on weekends. But you can use them wisely.

Bobby helped me think clearly, build ahead, and reconnect with why I invest — without the noise of price alerts.

For anyone looking to build confidence, plan better, or simply get more curious — this is how you turn downtime into strategy time, with help from an AI agent for invest that never clocks out.

Coming Up Next

What I Learned About Investing Just by Talking to Bobby for 7 Days

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