AUTOMATED TRADING, WITH YOUR RULES
Your strategy.
Your risk.
Your rules.
StocksBob brings AI research, automated trading, and position monitoring into one workspace. Follow the decisions, set your risk preferences, and see the recorded results.
Paper testing in progress · Trading requires separate authorization
01 / YOUR PORTFOLIO, AT A GLANCE
Portfolio overviewDEMO
Portfolio overviewIllustrative account
Portfolio value$42,680.20
Asset allocation
Stocks Funds Cash
Holdings, in viewExplore each position
Illustrative preview · not real account data or performance
Try the chart time ranges above
Automated trading
Interactive stock charts
AI research
Personal risk preferences
AUTOMATED TRADING · CURRENT TEST RESULTSCurrent test.
Current test.
Results in view.
Live results from the current paper test, with coverage of other connected accounts. The retired account is excluded from this view; these are not lifetime results.
Current paper test only · Since Oct 29, 2026Verified results: 1 of 3 current paper accounts. 2 others await verified outcomes and are not counted in the rate.
Completed trades in this test.
Recorded closes within the current testing period.
WinsLosses
Bar height = number of closed trades · Recorded closing dates only; gaps are compressed · This is not an equity or return chart.
CURRENT PAPER TEST85.7% win rate
6 wins · 1 loss · 0 breakeven from 7 completed trades
- Recorded testing
- Oct 29, 2026 – Nov 3, 2026
- Days with activity
- 5 · 672 research runs
- Gross realized P&L
- +$1,156.27
Small sample. 1 journal positions have no finalized outcome. Open gains/losses are excluded; this percentage can change.
OTHER CURRENT ACCOUNTS2 connected paper accounts
Awaiting verified trade outcomesIncluded in coverage checks; excluded from the win-rate denominator until results can be verified.
- Accounts with recorded activity
- 0
- Verified closed-trade results
- Not available
Missing results do not mean zero losses. A connection or recorded order alone does not establish a completed trade’s entry cost and outcome. The retired account is excluded.
Current test began: Oct 29, 2026 · 672 recorded research runsSnapshot checked:
Current test engine heartbeat is delayed or unavailable. Recorded days count UTC dates with at least one research run; they do not measure continuous uptime. 1 current journal positions are unfinished.
How to read these results
Win rate = profitable completed trades ÷ all completed trades. Breakeven trades stay in the denominator. Results use the recorded entry price, exit price, and quantity, before fees and other costs. A gross win can become a net loss after costs.
Coverage is the current StocksBob paper test. The retired account and its earlier results are excluded, so this is not an all-time performance figure. Other active connected accounts are checked for recorded activity; without verified completed-trade outcomes, they are shown as awaiting results and contribute neither wins nor losses. These are internally checked journal records, not an independent broker audit or a complete investment return. Backup copies are not counted again. Unfinished positions, partial exits on open trades, and unrealized gains or losses are outside this win-rate calculation.
Paper trading is simulated. A high win rate does not establish profitability, prediction accuracy, or future performance. The record can change as more trades close. Read about assessing performance claims
HOW AUTOMATED TRADING WORKSFrom research
From research
to a recorded decision.
The StocksBob trading engine researches opportunities, checks them against account rules, and manages authorized trades. Its decisions remain visible in your workspace.
Research the opportunity
The engine reviews market information and available company research, then forms a trading thesis with supporting context.
Check the risk
Account permissions, available buying power, position limits, and risk rules determine whether an opportunity can proceed. A research idea is not automatically an order.
Execute when authorized
Eligible instructions pass through the coordinated broker execution path. Trading mode and account authorization control which actions are available.
Monitor the position
Follow recorded fills, protective orders, and position decisions. Review why the engine holds, reduces, or closes a position.
Automation with explicit controls. Current public results are paper tests. New-user brokerage connections provide read-only views; automated order placement requires separately available trading access and authorization. Connecting an account does not turn trading on.
BUILT AROUND YOUR PORTFOLIOThe details matter.
The details matter.
Keep them together.
Move from the big picture to the position behind it. StocksBob connects automated trading activity with the views you use to understand your account.
A clear account overview
Review portfolio value, available cash, and your holdings. Switch history ranges to see how your account has changed.
Balances · Performance · HoldingsUnderstand your allocation
See how assets and cash fit together. Explore a category, then look closer at the positions within it.
Asset mix · Categories · Position detailFollow the trade history
Browse recorded orders and fills, filter your history, and open a trade to inspect its details and chart.
Orders · Fills · Execution chartsAAPLApple
Price & volume Start with a symbolThen explore the story around it.
FROM THE MARKET TO THE STOCKGo beyond
Go beyond
the ticker.
A price is a starting point. Explore individual stocks with charts, company context, available news, and the latest research in view.
- Explore the stock librarySearch companies and symbols from one market view.
- See price and volume togetherOpen stock charts and inspect the movement behind the number.
- Keep the context closeMove between available news, research, and your portfolio.
THE RESEARCH BEHIND AUTOMATED TRADINGThe reasoning.
The reasoning.
The bigger picture.
Automated trading starts with a thesis. Review the reasoning, alternative scenarios, and timestamps behind the research that informs a decision.
AI researchFEATURE PREVIEW
Research note
What is driving the idea?
Company developments, market conditions, and the assumptions behind the outlook.
Company contextMarket conditionsRecorded reasoning
Research provides context, not a promise of returns.
YOUR APPROACH, IN FOCUSMake the workspace
Make the workspace
work for you.
Keep your investing preferences and account access in view, alongside the information you use every day.
Personal risk preferences
Review risk tolerance, scenario settings, and portfolio limits from your account.
Clear account boundaries
View the connected account and its mode. Brokerage access and trading permissions are handled separately.
Account security
Manage sign-in options, authenticator protection, and recovery from your account settings.
Trading preferencesPREVIEW
Risk toleranceA setting that reflects your approach
Personal More cautiousMore aggressive
Portfolio limitsKeep position sizing in view
Review Account connectionKnow which account you are viewing
Your accountChanging a preference does not grant permission to place trades.
A SIMPLE PLACE TO STARTGet your bearings.
Get your bearings.
Then go deeper.
Open your account
Sign in to your StocksBob workspace. Account setup and available connections are shown there.
Bring your portfolio into view
Use a supported account connection to review your balances, holdings, and recorded activity.
Explore at your own pace
Open a stock chart, review research, and set the preferences that fit your approach.
A FEW THINGS TO KNOWBefore you
Before you
jump in.
More detail, less guesswork.
Is StocksBob an automated trading platform?
Yes. StocksBob combines an automated trading engine with AI research, risk checks, position monitoring, and a portfolio workspace. Current published performance is paper testing. New-user account access and the ability to place automated orders are separate; availability and explicit authorization apply.
Which numbers on this page are live?
The recorded-results section refreshes from the current paper-test journal every minute, with coverage checks for other connected accounts, with a visible timestamp and a stale-data check. Its outcome chart uses recorded closed trades. The portfolio and stock-chart product previews are separately labeled illustrations with synthetic data.
Does a 100% win rate mean there is no risk?
No. It only means every completed trade in that displayed sample had a positive gross result. Check the sample size, older results, losses, costs, and unfinished positions. Win rate is not prediction accuracy, and paper results do not guarantee live results.
Does connecting a brokerage account enable trading?
The new-user account beta provides read-only brokerage views. Connecting an account or saving preferences does not authorize orders. Any trading capability requires its own availability, controls, and authorization.
How should I use AI research?
Use it as context for your own review. Research, confidence estimates, and scenarios can be incomplete or outdated, and do not guarantee an outcome. Check the available timestamps and supporting information.
Who is behind StocksBob?
StocksBob was founded by Haseeb Abidi. This is the official StocksBob website.
Your next view
starts here.
Automated trading. Research. Risk controls. One StocksBob workspace.
Open StocksBob