Simple pricing. Start free.

A position is one stock, ETF, or fund held in your portfolio. Holding AAPL, MSFT, and VOO means three positions. Starter supports up to 5 positions per analysis; Investor and Advisory have no position limit.

Yes. Cancel your Investor or Advisory subscription in account settings anytime. Access remains through your current billing period, then you return to the Starter plan. No cancellation fees.

Bloomarq reads your position list and portfolio weights, not credentials or trading activity. We request read-only access and cannot place trades. Position data is stored encrypted at rest. Disconnect your account anytime.

No. The Starter plan is free permanently, not a trial that becomes paid. Analyze up to 5 positions and run 3 backtests monthly for as long as you wish. Upgrade only for higher limits.

Backtests use 10 years of historical price and fundamental data for US public equities. This covers daily price history, corporate actions (splits, dividends), and quarterly fundamental data from standardized financial data providers. Results show historical conditions and do not guarantee future performance.

Advisory serves individual investors managing multiple accounts and small advisory operations needing analysis across client portfolios. It supports up to 10 portfolios per account. Bloomarq is an analysis tool, not a registered investment advisor, and does not provide investment advice.