Blossom Social
A social app where Canadian and US investors share portfolios, with a strong free dividend tracker. PRO is $59.99 a year.
Most people come to Blossom for the community: by its own count 500,000+ DIY investors share verified portfolios and follow each other in a phone app from Toronto. Underneath runs a real tracker. You link a US or Canadian broker read-only, such as Wealthsimple, Questrade or IBKR, or add holdings by hand, and the free plan already gives you a dividend forecast, a calendar and income goals. PRO costs $8.99 a month or $59.99 a year and adds the index comparison and most performance analysis. An AI assistant called Beevis reads your holdings and suggests changes. What we couldn't find anywhere is how Blossom calculates the return. Shared portfolios show percentages only, never amounts.
Features at a glance
| Feature | Blossom Social |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import. Import holdings and transactions from broker or exchange CSV files. | Not supported |
| Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically. | Yes |
| Multi-asset | Yes |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast. Projects future dividend income and shows an income calendar. | Yes |
| Tax reports | Not supported |
| Analysis & insights | |
| AI portfolio analysis | Yes |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Yes |
| Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals. | Partial |
| Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it. | Not supported |
| Goal & time-to-goal | Partial |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | Not supported |
| Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change. | —Not verified |
| Benchmark & alpha. Compare returns against a benchmark, including alpha. | Yes |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Not supported |
| Access & pricing | |
| Free tier | Yes |
| No account linking required. Works without connecting a bank login or aggregator. | Yes |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |
| Platform & reach | |
| Mobile app | Yes |
| Multi-language | Not supported |
| Community & extras | |
| Public / social portfolios. Share your portfolio publicly and follow other investors. | Yes |
| AI portfolio roast. A shareable AI roast: a frank critique of a portfolio. | Not supported |
Best for
Canadian and US dividend investors who like to see what others hold and want everything on their phone. Skip it if you want a computer screen, a CSV import or a stated return method: Blossom has none of them.
Strengths
- Free dividend forecast, calendar and income goals
- Read-only sync with Robinhood, Fidelity, Wealthsimple, Questrade and IBKR, or manual entry
- Verified public portfolios that show percentages, never amounts
Trade-offs
- Phone only, with no web or desktop version, and English only
- Index comparison and most analytics need PRO at $8.99 a month
- No CSV import, no rebalancing and no published return method
Blossom Social vs PortfolioGlance
A community, native phone apps, broker sync and a dividend forecast: Blossom has all four, and we have none. If learning from other investors is half the fun, choose Blossom. We're a quieter tool in the browser, on a computer or a phone. You import a CSV or add holdings, see time- and money-weighted returns with a stated method, rebalance against your targets and follow a goal with a date, in English, Polish or Turkish. Your portfolio stays private unless you share it.
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Alternatives and rankings
This is our editorial review, not financial advice. Features and prices may have changed since we checked, so see the official site for the latest.