The AI copilot that analyzes your equity portfolio
Bloomarq stress-tests your strategies against decades of market history and explains every position's risk in plain language.
They have analysts. You have a spreadsheet.
Portfolio managers have teams to stress-test strategies, track concentration risk, and turn quantitative signals into decisions. Individuals and small advisory desks get headlines and charting tools.
Bloomarq is the second opinion you lacked: portfolio analysis that works through your specific holdings, tests historical scenarios against your strategies, and explains the numbers in language that supports better decisions.
Based on our internal benchmark testing, full portfolio analysis finishes in under 30 seconds. You bring the tickers. Bloomarq brings the research.
Three tools for clearer equity analysis
For investors who read 10-Ks and think in sectors, beyond price charts.
Portfolio Analysis
Assess concentration risk, sector overlap, and beta exposure across positions. Spot holdings above 10% and hidden correlation you did not plan for.
Strategy Backtesting
Run an investment thesis through 10 years of market history. Test quality-growth screens in 2020, dividend strategies in 2022, or see what sector rotation returned. Review results before committing capital.
Plain-Language Risk
Not: beta 1.42, modified duration 4.7. Instead: in a sharp selloff like March 2020, your portfolio would historically lose about 14% more than the market. Risk becomes decisions, not reports to decode.
Portfolio clarity in three steps
Connect a portfolio
Paste tickers or link your brokerage. Bloomarq reads positions and weights, nothing more.
Ask a question
Run a strategy test, ask for a risk check, or review concentration. Phrase it as you would to a colleague.
See a plain-language answer
Get a structured analysis, supporting data, and a plain-language explanation for your specific portfolio.
Early-access investor voices
The backtesting output hooked me. I ran my quality-growth screen through the 2022 drawdown and got a clear view of where it held and failed. That scenario modeling once took most of a weekend.
I manage my own retirement accounts and often felt I lacked risk context. Plain-language explanations change how I view my positions. It does not talk down to you or hide behind jargon.
Start free. Upgrade for more.
- Analyze up to 5 positions
- 3 strategy backtests per month
- Basic portfolio risk summary
- Plain-language explanations (limited)
- Unlimited positions
- Unlimited strategy backtests
- Full plain-language risk explanations
- Portfolio health score
- PDF report export
- Everything in Investor
- Up to 10 client portfolios
- Watchlist monitoring with alerts
- Model portfolio templates
- Priority support
Begin your first portfolio analysis, free.
The Starter plan covers portfolio analysis for up to 5 positions, no credit card required.