See your portfolio
the way hedge funds
see theirs.
AI stock analysis, tax-loss harvesting, earnings exposure, portfolio intelligence — the tools Wall Street pays $24,000 a year for.
Most of it is free.
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 $14.99/month.
The full terminal.
Free.
Everything you need to understand your portfolio, track your net worth, and make better decisions — without paying for a Bloomberg seat.
Connected portfolio
Link every brokerage and bank via Plaid. Positions, balances, and transactions sync automatically.
AI analysis, any US ticker
Institutional-grade analysis on any NYSE or NASDAQ stock. Valuation, technicals, sentiment, risk -- one command.
Daily brief
A morning briefing that tells you what changed overnight: earnings exposure, dividend dates, allocation drift.
Actions inbox
Tax-loss harvesting opportunities, rebalancing signals, and concentration warnings surfaced automatically.
Net worth across accounts
Aggregate view across every account. Positions, cash, credit -- one number, one dashboard.
No black boxes. Every analysis shows the model, the sources, and the conviction score. If we can't show our work, we don't show the answer.
One platform. Every type of investor.
Three tiers.
No upsell mazes.
Free
Forever. No card required.
- Link up to 3 accounts
- AI analysis, 5 per day
- Daily brief
- Actions inbox
- Net worth dashboard
- Portfolio allocation view
Pro Monthly
Cancel anytime.
- Unlimited accounts
- Unlimited AI analyses
- Priority data refresh
- Earnings calendar
- Dividend tracker
- Tax-loss harvesting engine
- Concentration alerts
- CSV / PDF export
Pro Annual
$9.92/mo · Save 34%
- Unlimited accounts
- Unlimited AI analyses
- Priority data refresh
- Earnings calendar
- Dividend tracker
- Tax-loss harvesting engine
- Concentration alerts
- CSV / PDF export
Lifetime
One-time. 53 seats left.
- Everything in Pro
- Lifetime access, one payment
- Locked-in pricing forever
- Early access to new features
- Priority support