Trying Out Bobby’s Backtest Feature: What the Charts Told Me

🔍 Why Backtesting Matters

Before I started using Bobby, I used to build portfolios based on headlines, trends, and hope.

The problem? I had no idea how those ideas would have actually performed over time.

That changed when I discovered Bobby’s backtest feature — built into every AI Portfolio it creates.

This tool doesn’t just tell you what to buy. It shows you what would have happened if you had — using real historical data and performance simulation.

It’s like rewinding time… but with numbers that matter.

🧪 The Test: A Portfolio Based on AI & Green Tech

I asked Bobby:

“Build me a growth portfolio with exposure to AI and renewable energy, but not too aggressive.”

In seconds, it created a strategy with:

• 40% tech-themed ETFs
• 30% global clean energy companies
• 20% U.S. large caps
• 10% cash for optionality

Then Bobby asked:

“Would you like to see how this strategy performed in recent market cycles?”

Yes, please.

📈 What Bobby’s Backtest Showed Me

Bobby ran the numbers across multiple timeframes and events:

Scenario	Portfolio Return	S&P 500 Return
COVID drawdown & rebound	+13.2%	+9.5%
2022 Fed rate hikes period	-4.9%	-6.1%
3-Year average performance	+11.7% annually	+8.2% annually

But that’s not all.

Bobby also showed:

• Max drawdown: The worst single drop (-8.7% in March 2020)
• Recovery time: How long it took to bounce back (4.5 months)
• Volatility: Standard deviation of returns compared to the benchmark
• Sharpe Ratio: Risk-adjusted performance index (1.31 for my portfolio)

🎯 Why It’s More Than Just a Chart

Backtesting with Bobby isn’t a gimmick. It teaches you:

• How your portfolio might feel during stressful market periods
• Whether you’re overexposed to one trend or sector
• What “risk” actually looks like, numerically and emotionally
• If the upside you want is worth the volatility you’ll face

This is the kind of clarity no headline, influencer, or hot tip can give you.

And it’s why Bobby stands out among other AI investing apps — because it backs up its ideas with numbers.

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🛠️ Customizing the Backtest

After seeing the 3-year view, I asked Bobby:

“What if I changed the allocation to 60% tech and 20% green?”

Within seconds, Bobby rebalanced the strategy and reran the backtest.

The result?

• Higher return during bull runs
• Much steeper drawdowns
• Sharpe ratio dropped to 0.89

Now I had a clear trade-off: more upside, more stress.

Bobby let me test ideas, adjust, and quant trade without real risk.

📢 Shareable Insights via Strategy Square

After optimizing, I simulated both versions in real-time using Bobby’s dashboard — and even published the original one as a Star Strategy so others could track it too.

I tagged it with:

• #AI
• #GreenTech
• #BalancedGrowth

Now I’m not just learning from backtests. I’m building a live track record others can see.

Final Thoughts

Bobby’s backtesting tool didn’t just give me peace of mind — it made me smarter.

It showed me:

• When my ideas work
• When they fall short
• And how to tweak without guessing

That’s what makes this AI agent for invest truly powerful: it doesn’t just give you a strategy — it gives you a lens into history, behavior, and performance.

So before you commit real funds, back it up with Bobby. Because a tested strategy is a trusted strategy.

Coming Up Next

My First Options Combo: Bobby Held My Hand Through It