An agentic terminal for your whole portfolio that tells you:
What movedWhat mattersWhat’s next
A tracker lists what you own. A dashboard charts what it’s worth.
Helm reads every account: the exposure, the taxes, and the conviction behind each one, then tells you what to do.An agentic AI analyst on every position.
Analyze any ticker, free.
Free AI analysis on any US ticker. No signup.
Everything you own. One number, fully explained.
The agent watches why you bought. Not just the price.
See what you actually own. Through every ETF.
The agent files a brief on your portfolio. Every morning.
The agent ranks every decision 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
“The remedy is aggressive cost-cutting to bring eBay’s operating expenses in line with Chewy, the online pet food retailer Cohen founded, and rivals such as Wayfair.”
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
Three tiers. Zero percent of AUM.
- ✓Full terminal access
- ✓AI analysis, any US ticker
- ✓Connected brokerages
- ✓Daily brief
- ✓Actions inbox
- ✓Portfolio Wrapped
- ✓Everything in Free
- ✓Thesis monitoring with cited evidence
- ✓Earnings exposure
- ✓Tax center with TLH
- ✓Conviction-led tailored brief
- ✓Everything in Pro
- ✓The agent
- ✓Thesis Builder (pre-buy)
- ✓Factor lens
- ✓Coming: real-time, iOS, advisor
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. Its flagship capability is thesis monitoring: you write the reasons (the “pillars”) you own each stock, and Helm’s agent watches those reasons against SEC filings, earnings, and news, then flags you when one weakens, the failure mode known as thesis drift, citing the exact dated filing. It covers any US-listed stock or ETF on NYSE, NASDAQ, or AMEX. Most features are free. Pro is $20/mo and Max is $50/mo.