BloomVest

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