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“I Replaced My Investment Research with an AI Assistant for a Week — Here’s What Happened”

rockflow-alice

Alice

May 30, 2025 · 3 min read

what I learned—and why I think every trader should try it

I’ll admit it — I’m a data nerd. I love poring over financial news, comparing earnings reports, and getting lost in economic signals before I make a single trade.

So when I heard that RockFlow’s AI trading assistant, Bobby, could help me invest without doing all that? I laughed. Loudly.

But I also couldn’t resist the experiment.

I gave up my usual research routine and let Bobby handle everything for a full week. Here’s what I learned—and why I think every trader should try it.


Day 1: Skeptical but Curious

I opened the RockFlow app and tapped the 🦄 unicorn icon in the top-right. That’s how you launch Bobby.

The first thing I noticed? Bobby isn’t just a chatbot. It’s more like Siri for investing—except it knows about quant strategies, real-time news, and market mood swings.

I asked:

“Should I be worried about tech stocks this week?”

Bobby gave me:

  • A brief market update
  • Sentiment analysis from live data streams
  • And even a volatility warning based on recent options activity

Day 2: Testing Voice Mode

I was cooking breakfast when I remembered a trade idea. Instead of pulling out my laptop, I tapped Bobby’s 🎤 mic icon and said:

“What’s a defensive sector to watch right now?”

Bobby responded in seconds with:

  • Sector rotation insights
  • ETF tickers
  • 1-year performance comparison

Day 3: DeepSeek Mode = Deep Wisdom

I turned on DeepSeek Mode—a feature that gives Bobby more time to “think” and provide deeper analysis.

“What’s your outlook on semiconductors this month?”

Bobby didn’t just give me a price chart. It returned:

  • Earnings outlooks
  • Insider trading summaries
  • Recent government subsidies
  • Forward P/E comparison to 5-year average

I’d spent 45 minutes doing this kind of research before. Bobby did it in under 30 seconds.


Day 4: Trade Setup Time

I asked Bobby to walk me through a covered call trade using Microsoft. Here’s what it did:

  • Showed me the right strike/expiry combos
  • Calculated expected premium income
  • Warned me about downside risk

It even reminded me that I'd need to hold 100 shares of MSFT to execute the strategy.


Day 5: Real-Time Alerts

Midday, Bobby pinged me:

“The healthcare sector just saw an unusual volume spike. Want to explore?”

Yes. Yes I did.

Bobby showed:

  • Which tickers were spiking
  • Why (FDA news + fund inflows)
  • And how similar events played out historically

This wasn’t just information. It was insight.


Day 6: The Unexpected Benefit — Mental Clarity

By now, I realized: I wasn't burned out by endless tabs or doomscrolling through Twitter. I was focusing on decisions, not distractions.

Bobby didn’t just save time. It saved energy.


Day 7: Would I Keep Using Bobby?

Yes—and here’s why:

  • Speed: Answers in seconds.
  • Clarity: Explanations with data to back them up.
  • Control: I always approve before any trade.
  • Power: It’s like having an analyst, trader, and assistant in one.

No, I’m not firing my brain. But I’m definitely hiring Bobby as my AI investing copilot.


Final Thoughts

If you’ve never used an AI trading assistant, Bobby is the easiest way to start. It’s built for both curious beginners and serious traders—and it’s a lot more fun than reading 14 PDFs on bond yields.

So go ahead. Ask Bobby anything.

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