FINANCIAL INTELLIGENCE. PERSONAL TO YOU.
Know what changed, why it matters, and where to look next. Across everything you own.
The market never stops.
Your perspective shouldn’t either.
Every account, holding and movement, brought into one clear view.
Your holdings are spread across accounts. The story behind them shouldn’t be. Helm connects the changes to the capital you have at stake.
Helm checks the pillars of your investment thesis against SEC filings, earnings and news. When the evidence changes, you get the source.
How thesis monitoring worksSee the shared drivers and overlapping positions hiding across your portfolio, including the stocks inside your ETFs.
See the whole pictureReview harvestable losses using your cost basis, with wash-sale screening across accounts. Make the arithmetic part of your year.
Try the calculatorA POINT OF VIEW. A PAPER TRAIL.
Every meaningful thesis update comes with evidence you can inspect. See what the agent found and make your own judgment.
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Try a free AI stock analysis. No account or brokerage connection needed.
A written brief. The positions worth a closer look. The evidence that changed since your last visit. Your portfolio, already put into context.
Read today’s briefStart free. Expand your coverage when you’re ready. No percentage of your assets.
Your portfolio in one place, with intelligence you can use from day one.
Ongoing coverage of every position, with the tools to understand the connections.
Read-only access through Plaid. Helm cannot place trades or move money. You can also add positions manually.
STEER. DON’T DRIFT.
Connect a brokerage or add your first position.
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 a month, or $149 a year.