Product Features

For investors who think for themselves

Portfolio concentration analysis, strategy backtesting across 10 years of market history, and risk explained in terms that support real decisions.

Portfolio Analysis

See risk your spreadsheet misses

Bloomarq analyzes your actual holdings, not model portfolios or hypothetical allocations. Connect your positions for a full risk view in under 30 seconds.

  • Concentration risk: flag positions above 10%
  • Sector overlap: expose hidden correlation between supposedly separate positions
  • Beta exposure: see portfolio moves against the broad market across conditions
  • Portfolio health score: one number explaining your overall risk profile
Strategy Backtesting

Test your thesis before investing capital

Test any investment strategy across 10 years of real market history. Ask what matters: How did quality-growth screens perform through 2022? What did dividend strategies return as rates rose? Would sector rotation have added value over the past five years?

  • Natural language strategy input: state your screen as you think of it
  • Historical scenario comparison: compare your strategy with the market
  • Drawdown analysis: see the worst periods and their causes
  • Actionable output: plain language alongside the numbers
Plain-Language Risk

Risk explained in language that drives decisions

Most risk metrics name the problem without offering a solution. A beta of 1.42 signals something; it does not show what to do next. Bloomarq turns quantitative signals into context you can act on.

Not: beta 1.42, modified duration 4.7, VaR 95% confidence interval $12,400.

Instead: your portfolio would have historically lost about 14% more than the market in a sharp selloff like March 2020. If that drawdown would make you sell, your current allocation is more aggressive than your actual risk tolerance.

Test your portfolio
Abstract view of plain-language risk analysis for equity portfolios
Data Sources

What powers each analysis

Market prices, standardized fundamentals, GICS sector classifications, and a clean decade of historical records power every Bloomarq analysis.

Market Prices
End-of-day data for US-listed equities and major indices, including corporate action adjustments for splits and dividends.
Fundamentals
Quarterly revenue, operating margins, EPS, and balance sheet ratios from standardized financial data compiled from public company filings.
10 Years of History
Backtesting uses a full decade of clean historical data across multiple market cycles, including 2020 and 2022.
Sector Classification
GICS-aligned sector mapping for every position supports sector overlap and rotation analysis.

Begin your first analysis, free.

The Starter plan provides full portfolio analysis for up to 5 positions. No credit card required.

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