If you've linked your brokerage and are noticing discrepancies compared with the data showing in your portfolio, here are some reasons why you might be experiencing this:
All-time returns don't match what my brokerage shows; all-time returns on Blossom don’t take into account any profit or losses from any trades you’ve made, since we don’t have access to that data.
Blossom doesn't track 'cash available to trade'; we only include actively invested funds in the portfolio total
Currency discrepancy: We use a hardcoded exchange rate on Blossom to convert any USD holdings into CAD which unfortunately would not match up with what your brokerage may show.
💡 If your discrepancies are not due to the above reasons, here's what you can do:
Step 1.
If you're waiting on a recent trade: Trades typically should be reflected on the app within 1 hour, but can sometimes take up to 24 hours to populate. Our backend does a refresh every night, so usually the problem will be solved within this time frame.
If you are missing a certain stock or holding, please proceed with Step 2.
Step 2.
If its been past 24 hours, and your trades have still not populated in your Blossom portfolio or if you are missing data; please try to de-link and then re-link your brokerage account.
To de-link your brokerage, go to Settings > Your Investments > Select the red button in the top right corner.
Once you've disconnected your brokerage, please follow the flow to link your brokerage again. Please wait up to 1hr to see if your portfolio refreshes from the reconnection.
Step 3.
If you are still missing data or experiencing any discrepancies, this means there is a deeper bug causing the issue. Please send us a message through Settings > Get Help, where we will respond within 24 hours. We will escalate it to our Development team to investigate, which may take 1 week+ depending on the complexity of your case.
Thank you for your patience and for being a part of the Blossom community 💙