Portfolio Value & The Graph

Letโ€™s get to know your Bloom wallet like the back of a leaf ๐Ÿ€

When you open the Bloom app, youโ€™ll typically be on your โ€œInvestโ€ page ๐Ÿก

Youโ€™ll see two things instantly: a big number at the top and a pretty graph ๐Ÿ—’๏ธ

Letโ€™s start with the big number at the top: your total portfolio value ๐Ÿ™ˆ

๐Ÿ’กPortfolio Value is how much all your stocks and cash on Bloom are worth

Right below the portfolio value, youโ€™ll see a graph, which tracks how your portfolio value has changed over time ๐Ÿ“ˆ

You can scrub your finger on the graph line to see your portfolio value at exact points in time ๐Ÿ”

Right below the graph line, you'll see buttons labeled "1D", "1W", all the way up to "5Y"

You can press these to toggle the time period that you see on the graph!

The 1 Day graph shows you your portfolio's changes today (or on the last trading day) โšก

Keep in mind investing is a long term game, so if you see lots of ups and downs, remember that it's totally normal! ๐Ÿ•ฐ๏ธ

The 1 Week graph shows you your portfolio's changes over the past week ๐Ÿ—“๏ธ

Weekly fluctuations are also very normal, but may paint a better picture of market trends and news than the 1 Day graph ๐Ÿ—ž๏ธ

The 1 month and 3 month graphs show portfolio changes over 1 month or the past 3 months โš–๏ธ

And the 1 year and 5 year graphs show your portfolio over an even longer period of time! ๐Ÿ˜ฎ

So. now you know what the big number on the Bloom "Invest" page means and how to use the graph! ๐Ÿ“ˆ

Next, let's learn about the two cards beneath the graph!

Test your knowledge

How is portfolio value calculated on Bloom?

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If the big number on the top of the "Invest" page says $100, what does it mean?

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The 1D view is a great way to. . .

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What's next?

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