BloomVest: AI Stock Portfolio

BloomVest is your personal portfolio companion for US and Canadian (TSX) stocks and ETFs.

It's a MIRROR app: you log the holdings you already bought at your own regulated brokerage (Wealthsimple, Questrade, and others). BloomVest never executes trades and never moves money - it values your mirrored portfolio with live market data and adds AI-powered insight on top.

WHAT YOU GET

• Live dashboard - invested vs current value, total return, allocation, per-account breakdowns (TFSA, RRSP, FHSA, Non-registered, Cash, Margin). Live prices.
• Holding detail - interactive, scrub-able chart (Line/Candle/Baseline/Mountain/Bar, 1D to 10Y), key stats, dividends, financials, historical data and news.
• Four AI assistants:
  • Aegis-Alpha: fast technical signals (RSI, moving averages, 52-week range) -> Buy / Sell / Hold.
  • Athena: deep machine-learning analysis (gradient-boosted trees, regime detection, candlestick patterns) with conviction and near-term drop risk.
  • Horizons: 1-5 year projections from market data and macro context.
  • Lumina: a grounded finance chat that knows your portfolio and any stock or ETF you ask about.
• Watchlist with type-ahead search; Face ID unlock and an optional 6-digit passcode.

IMPORTANT BloomVest is for information and education only. It is not a broker-dealer or a registered investment adviser, and nothing in the app is financial, investment, tax or legal advice. Market data and AI outputs may be delayed or inaccurate; investing involves risk, including loss of principal. You make your own decisions and execute real transactions yourself at your own brokerage.

Terms of Use (EULA): https://bloomvest.ca/terms Privacy Policy: https://bloomvest.ca/privacy