This is your money, understood.
What moved.What matters.What’s next.
A terminal that reads your real holdings and tells you what to do next. Not another tracker.
Everything you own. One number, fully explained.
See what you actually own. Through every ETF.
A brief written about your portfolio. Every morning.
Every decision, ranked by what it’s worth.
Tax intelligence that works all year. Not just in April.
Built to be second-guessed.
AI you can audit. Each take cites the filing, the data provider, and the moment it was generated, so you can check Helm’s work, not just trust it.
Cited, timestamped, falsifiable.
Helm never hands you a verdict without showing its work. Pull up any bull or bear case and you’ll see the exact filing line, the data vendor, and a conviction score that goes on the record.
- →Primary sources linked inline (SEC EDGAR, Finazon)
- →Staleness shown, so you always know how fresh it is
- →Not investment advice, and never pretends to be
Read-only by design. We can’t touch your money.
Helm links to your brokerages through Plaid. Here is exactly what that connection can and cannot do, enforced at the protocol level, not promised in a policy.
- ✓Account balances
- ✓Holdings and positions
- ✓Cost basis and tax lots
- ✓Transaction history
- ✗Place or cancel trades
- ✗Move or transfer money
- ✗Withdraw funds
- ✗Change account settings
Four tiers. Zero percent of AUM.
- ✓Full terminal access
- ✓AI analysis, any US ticker
- ✓Connected brokerages
- ✓Daily brief
- ✓Actions inbox
- ✓Everything in Free
- ✓Tax-loss harvesting
- ✓Earnings exposure
- ✓Annual Wrapped
- ✓Founding badge
- ✓Everything in Founding
- ✓2 months free
- ✓Locked annual rate
- ✓Early beta access
- ✓Priority support
- ✓All Pro, forever
- ✓Founding-member badge
- ✓Direct line to the team
- ✓Early access to tools
- ✓Never billed again
Take the HELM.
Link your first account in two minutes. Read-only, no card. See your real exposure, your first brief, your first action.
Helm Terminal is a free, institutional-grade financial intelligence platform for individual investors. It aggregates brokerage and bank accounts via Plaid (read-only), runs deterministic rule-based analysis over your full portfolio, and surfaces actionable insights: tax-loss harvesting opportunities with wash-sale detection, concentration risk alerts, earnings exposure, and cash flow changes. It covers any US-listed stock or ETF on NYSE, NASDAQ, or AMEX. Most features are free. Pro plans start at $4.99/month.