Welcome to Blossom! We're so excited to have you join our community of ambitious investors eager to learn and grow together 💙
On Blossom, you can connect with other investors to grow and share your knowledge while also gaining access to unique portfolio tracking tools and analysis!
Overview of each tab on Blossom
🏠 Home Tab
This is where you can connect with the community!
On the home tab, you can:
Read posts from other Blossom investors
Create and share your own insights, knowledge, or questions (here's how)
Discover other investors (you can click on their name to view their portfolio)
Search for specific Investors, Posts, or Stocks
Go through each of the tabs including the For You, Following and News
Catch up on all the notifications and mentions by clicking the teal bell icon on the top right corner 🔔
Directly message fellow investors using the purple ‘messages’ icon in the top right corner 💬
🌐 Markets Tab
There's so much to discover in the Markets tab! Here you can:
View when upcoming Earnings Reports will be announced for various stocks
Checkout the latest Blossom Daily Briefs where we give a quick overview of what's going on in the markets
Access Special Offers just for Blossom users 🤑
View Blossom Community lists based on the data of all our Blossom Users (my personal favourite area to checkout)
View the most held stocks on Blossom within certain sectors
And finally, checkout the latest top posts along with some top Investors to follow on Blossom 😎
📖 Learn Tab
We've created a whole tab dedicated to helping you become a better investor!
We've put together curated lessons alongside top finance creators in the continent 💪. To access all the lessons, you can subscribe to Blossom PRO (which will also provide a ton of other tools and resources to help you become a better investor!)
You can also earn small cash rewards by taking short, educational lessons from our Blossom partners. Just toggle to the 'Earn' page at the top! View this article to learn more.
P.S, don’t forget the daily streak to keep you on top of your game! 🔥
📈 Portfolio Tab
Note: Information on this tab is only visible to you!
Here's where you can manage your own portfolio and view all your investment accounts together in one place! By default, Blossom combines your investments from different account types into a unified view, making it easy to get an overall picture of your portfolio. This tab also allows you to create and manage watchlists to monitor potential investments.
Please note: You must connect a brokerage or add at least one manual holding to have the watchlist visible in the portfolio tab.
View these help articles to get started: To learn more about creating and accessing watchlists, follow these additional steps:
Ensure you have at least one investment in your portfolio to unlock the watchlist feature.
Refer to the 'Creating and Managing Your Watchlist' guide below for detailed instructions.
Creating and Managing Your Watchlist:
To access your watchlist in the Portfolio tab, you must have at least one investment added to your portfolio. This can be done by either linking a brokerage account or manually adding a stock.
Navigate to the Portfolio tab
Add at least one investment if you haven't already (using the methods above)
Once an investment is added, your watchlist will appear within the Portfolio tab
You can now add stocks to your watchlist to monitor their performance If you cannot access your watchlist, ensure you have at least one holding in your portfolio. Without added investments, the watchlist feature will not be accessible.
📊 Portfolio Display and Customization
When viewing your portfolio pie chart, you'll notice that only a specific number of investments are shown as individual slices due to space limitations. Any additional investments are grouped under the 'Other' category to keep the chart readable. Don't worry - all your investments are still listed in the portfolio details! If you hold investments across multiple account types (e.g., TFSA and RRSP), you can view these accounts separately:
In the Portfolio tab, tap on the menu icon (three horizontal lines)
Select the filter option
Choose your desired account type to view This allows you to analyze your portfolio according to specific account types.
⚡Insights Tab
Here’s where the magic happens!
As a Blossom PRO subscriber, you get access to supercharged portfolio analytics tools to help you become a better investor.
On the Insights Tab, you’ll get access to two pages:
Holdings Insights
Dividend Insights
Holding Insights Overview:
Portfolio goal tracking
Deeper returns insights
Compare your portfolio against several of the largest stock market indexes including the S&P500 and NASDAQ amongst others
Your sector breakdown and how it compares to the Blossom Community
Your portfolio’s stock country exposure
Your portfolio’s ETF region exposure
Dividend Insights Overview:
Dividend goal tracking
Dividend calendar
Monthly dividends breakdown
Dividend income tracker (pie chart)
Dividend forecast
Dividend Allocation
If you’re interested in learning more about the benefits of Blossom PRO and how it can help you become a better investor, checkout this article here.
How to view your profile (including followers, public portfolio & trade, and your posts)
👤 Profile Tab
See the little icon with your profile picture in the top left corner? Click it to get to your profile!
Your profile is where you can view your "shared" portfolio - i.e. what other investors see on Blossom when they click your profile.
Any holdings or values will only be shared in % amounts, never $ amounts.
This is also where you can view all your own posts, trades, and any posts you've saved.
Click 'edit profile' to edit your name, username, or bio. Click 'share' to share your portfolio to the Blossom feed or with others outside of Blossom!
🔖 Saved Tab
This tab is located on the top left corner of the app and is right under ‘profile’, it contains all the posts you have viewed and saved for later.
🧭 Topics Tab
The Topics Tab is located on the top left along with the ‘profile’ and ‘saved posts’ tabs. This tab allows you to see the current topics you are following, as well as allow you to explore all the new topics.
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If you have any other questions about using Blossom, please feel free to message us by going to Settings > Get Help where we will respond within 24hours 😊