Bobby Isn’t Just an AI Trading Assistant — It’s a Full-Blown Portfolio Copilot

Alice
May 30, 2025 · 3 min read

If you think Bobby is just another chatbot dressed up in a suit and tie—think again.
This isn’t your average robo-advisor. Bobby is RockFlow’s AI copilot that doesn’t just suggest stocks—it can think, trade, strategize, and even build advanced options strategies. In this article, we’ll explore Bobby’s full capabilities based on its official documentation, and why it might be the most underrated AI invest bot of 2025.
1. More Than a Chatbot — Bobby Is a Thinking, Trading Copilot
At its core, Bobby is a 24/7 AI trading assistant integrated into the RockFlow app. It handles:
- Real trade execution
- Full portfolio management
- Advanced options strategy building
But what makes Bobby stand out? It thinks like a quant. It acts like a pro. It’s not just answering your questions—it’s acting on your insights.
2. Built-In Deep Data Fusion — 100+ Live Streams in Play
Bobby connects to over 100 live data streams—from financial news and price feeds to sentiment analysis. This real-time data fusion enables:
- Hyper-personalized investing recommendations
- Smarter risk-weighted decisions
- Rapid adjustments based on macro events
Think of it as your Bloomberg terminal, simplified and conversational.
3. Quant Engine Inside — Your Raw Ideas Become Real Portfolios
Bobby runs on RockFlow’s proprietary quant trading engine. You input an idea like:
“Build me a tech-focused portfolio with low volatility.”
And it returns:
- A full list of holdings
- Quant-derived asset allocations
- Backtested performance metrics
- Trackable portfolio ready to go live
You’re not just chatting. You’re building.
4. Use DeepSeek Mode When You Want to Go Deeper
Need a rapid idea? Bobby replies in seconds.
Need a detailed thesis? Enable DeepSeek Mode and Bobby kicks into overdrive—offering deeper analysis, longer explanations, and stronger logic. It's perfect when you're:
- Researching for a high-stakes trade
- Comparing two strategies
- Wanting to understand Bobby's reasoning
5. Not Just Text — Bobby Is Multimodal
Typing too slow? Tap the microphone icon. Bobby understands voice commands too.
“Hey Bobby, make me a diversified ETF strategy for inflation protection.”
You’ll get the same quant-backed breakdowns without typing a word.
6. Trade Confirmation Keeps You in Control
While Bobby can place trades, you remain in control. Every trade or strategy recommendation requires:
- Your confirmation
- Manual approval before execution
So you get the power of AI without losing oversight.
7. Use Case: Advanced Options Strategy in Seconds
Bobby doesn’t just deal in stocks and ETFs. Say:
“Build me a covered call strategy using Apple shares.”
It replies with:
- Options legs, expiration, and strike logic
- Potential payoff analysis
- Real-time conditions to trigger the trade
No coding. No spreadsheets. Just smart strategy, simplified.
8. Availability and Access
Right now, Bobby is available only to whitelisted users inside the RockFlow app. Here’s how to try it:
- Open the RockFlow app
- Tap the 🦄 unicorn icon in the top-right corner
- Apply for beta access if needed
Summary
Bobby is not just another AI invest bot. It’s a fully integrated quant-powered AI portfolio copilot with real-time trade execution, deep strategy logic, and human-like flexibility.
If you’re exploring AI investing apps in 2025, Bobby is the one that doesn’t just talk—it acts.