Build an AI Portfolio in Seconds? We Put Bobby’s Smart Investing Bot to the Test
Alice
May 30, 2025 · 3 min read
In 2025, investors don’t want complexity—they want clarity, speed, and strategy. That’s exactly what Bobby delivers. As RockFlow’s next-gen AI invest bot, Bobby is shaking up how people build and manage portfolios.
We tested Bobby’s AI Portfolio Builder firsthand—and here’s how it turns ordinary prompts into sophisticated investment strategies in seconds.
What Is an AI Portfolio?
Think of it as your personal quant in your pocket. Bobby creates AI Portfolios based on:
- Your goals and risk tolerance
- Market data and sentiment feeds
- RockFlow’s quant strategy engine
It goes from concept ➝ portfolio ➝ launch, all in one place.
Creating a Portfolio with Just One Message
Instead of filling out forms or crunching numbers, Bobby lets you type natural prompts like:
“What should a minimalist invest in for steady long-term growth?”
“Make me a Nasdaq-heavy portfolio with low volatility.”
Within seconds, Bobby replies with a customized strategy card that includes:
- Holdings
- Allocation logic
- Performance charts and backtests
- Risk and return profile
Inside the AI Portfolio: Smart, Personalized Logic
Every portfolio Bobby builds includes a clear explanation of:
- Sector exposure (e.g., 40% tech, 20% healthcare)
- Historical resilience (e.g., max drawdown, Sharpe ratio)
- Strategy inspiration (e.g., "Inspired by Buffett-style value investing")
And yes, it even tells you why it made those choices.
Going Live: From AI Idea to Star Strategy
Once you approve the portfolio, Bobby lets you convert it into a live Star Strategy—a public virtual strategy that updates in real time. Other users can follow and sync their own accounts to yours automatically.
If your strategy performs well, you’ll even earn rewards.
Example: “AI + Clean Energy” Strategy
Let’s say you’re passionate about both AI and sustainability. You ask:
“Can you build me a portfolio with exposure to AI, EVs, and solar stocks?”
Bobby might suggest:
- 30%: AI infrastructure (NVIDIA, AMD)
- 25%: EV leaders (Tesla, BYD)
- 25%: Solar & green tech
- 20%: Diversifiers (bonds or ETFs)
It gives you not only a ready-to-test strategy, but also performance simulations across different market conditions.
Bobby vs Traditional Robo-Advisors
| Feature | Traditional Robo | Bobby |
|---|---|---|
| Customizable by prompt | ❌ | ✅ |
| Voice input | ❌ | ✅ |
| Strategy sharing | ❌ | ✅ |
| Quant strategy engine | ⚠️ Basic | ✅ |
| Creator rewards | ❌ | ✅ |
Summary
Bobby is more than a chatbot—it’s your AI investing assistant with portfolio-building superpowers. Whether you're looking for an AI invest tool, a beginner-friendly quant trading companion, or a community-driven AI portfolio builder, Bobby delivers it fast, smart, and your way.
