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
BloomVest delivers an impressive, modern experience by combining live market tracking across US and Canadian assets with deep, multi-agent AI insights. Its seamless brokerage mirroring and clean user interface make analyzing portfolios and tracking multi-currency returns exceptionally straightforward.
Must Have App
anupam5577
It is an amazing app for anyone looking to invest in stock market , be it novice or a seasoned investor ! Provides awesome insights !
NEW: In-app Inbox — every email BloomVest sends you is saved under Account → Inbox, with unread badges and important-message flags. Lumina can tell you exactly what was sent and when.
NEW: Options Radar — open interest by strike with max-pain and wall levels, implied vs historical volatility, expected move, and a plain-English bottom line.
NEW: Projected range on the AI Council card — what the verdict implies over the recommended horizon, from today's price and from your own average cost.
NEW: Vox Market Pulse, live brokerage quote strip with buyer/seller depth, %/yr returns on every holding, and a smarter Highs & Lows forecast with a 70%-confidence converter.
Plus network reliability improvements, quick Logout, and clearer position numbers.
Version 1.0.13
The developer, Maple Linens Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Financial Info
Location
Contact Info
User Content
Identifiers
Usage Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Maple linens Inc.
Size
8.3 MB
Category
Finance
Compatibility
Requires iOS 17.0 or later.
iPhone Requires iOS 17.0 or later.
Mac Requires macOS 14.0 or later and a Mac with Apple M1 chip or later.