AI portfolio

1. What is an AI portfolio?

An AI portfolio is one of the core functions of the Bobby Ai assistant in the RockFlow APP, dedicated to transforming users' flashes of investment ideas into precise and actionable strategy portfolios.

By integrating multi-dimensional data, including in-depth fundamental analysis from RockFlow's professional investment research team, real-time market dynamics data, and users' personalized investment preferences, Bobby constructs an intelligent decision-making engine. This engine can accurately capture users' investment demands, use advanced screening algorithms to select stocks, and generate the most complete AI portfolio through scientific asset allocation models.

Each AI portfolio is equipped with a comprehensive strategy profile, which not only covers core configuration information, but also provides multi-dimensional historical backtesting analysis, allowing investors to comprehensively evaluate the risk-return characteristics of the strategy. Users can upgrade an AI portfolio to a "RockFlow Guru Strategy" with one click, start live trading and attract other investors to follow.

In the future, the platform will launch an innovative profit-sharing mechanism, where strategy creators can earn revenue share by attracting followers, realizing the value of investment wisdom. At the same time, the RockFlow platform is committed to creating an open strategy ecosystem where users can explore various investment ideas in the strategy square, compare the performance of different strategies, gain insight into the logic of strategy construction, and participate in the interaction and competition between strategies, building a vibrant investor community and increasing their decision confidence.

2. How to use an AI portfolio?

Triggering AI Portfolio Generation

In the RockFlow APP, enter the Bobby conversation page and enter instructions related to the investment portfolio (for example, "What stocks are suitable for INFPs to buy", "Help me create a stable technology-themed portfolio", etc.). Bobby will confirm your risk preferences, industry inclinations and other needs through multiple rounds of dialogue, and then generate an AI portfolio card based on quantitative models and real-time data.

View Backtests and Strategy Details

The generated AI portfolio card will display the strategy title, introduction, position details, and historical return backtests. By selecting different time periods (e.g., 1-year, 3-year) from the dropdown menu, users can view the corresponding return performance data, helping assess the strategy's long-term stability and market adaptability.

Create Live Trading Portfolio and Copy Trading

If you are satisfied with the strategy, click the "Create AI Portfolio" button at the bottom of the card to convert the AI portfolio into a virtual account running in live trading. The portfolio will update its returns in real time and be publicly available in "Copy Trading - AI Portfolio" section for other users to view and follow. After the user invests real funds, the system will automatically rebalance the positions proportionally.

Explore Strategy Square and Interact

In the "Copy Trading - AI Strategies" section, users can browse curated AI strategies, review the original dialogue records from when the strategies were generated, and compare different return curves. Upon identifying high-quality strategies, users may either directly replicate the trades or click 'AI Portfolio Inspiration' to study their creation logic. Additionally, users can share their custom portfolios on social platforms to attract followers and copy trades.