Helm for iPhone
Your book, read
before you open it.
Every brokerage in one list, read overnight. What moved, what it costs you in tax, what reports this week, and whether the reasons you bought still stand.
iOS build in review with Apple. The web terminal runs on your phone today.
- Institutions
- 12,000+
- Brokerage access
- Read only
- Brief lands
- 9:15 AM ET
- To start
- Free
The five screens
What Helm has already read
Showing the Overview screen
The day, on a scale
Net worth across every account you have linked or typed in, with the day set against a fixed plus or minus 2% rail. A green number gets a size, not just a sign.
- Invested, cash and debt separated rather than netted into one figure
- What moved since you last opened the app, not since midnight
- How the book splits by sector, against the concentration line you set
Written at 9:15, before the open
A brief on your holdings, not on the market. Built each morning from filings, reporting and the overnight move, fifteen minutes before the bell.
- The band behind the day bar is what options are pricing, VIX divided by 16
- Signals tagged to the position they affect, marked supports or challenges
- Every claim carries the source it was pulled from
Every position, and what you paid
One list across all your brokerages, with the numbers that matter on the same line: share count, weight in the book, price in, and what the position has actually done.
- Equities, ETFs, crypto and cash filtered without leaving the screen
- Cost basis carried through from the brokerage, not re-entered by hand
- Anything Helm cannot sync is marked as typed in, so nothing looks live that is not
The reasons, checked against filings
Write down why you own something and Helm reads filings and reporting back against it. Trouble sorts to the top, and each finding quotes the document it came from.
- How much of the book has a reason on file, in dollars and percent
- Breaking and under pressure separated from holding up
- The verbatim sentence that changed the reading, with its filing date
The losses worth selling
The only dollar figure in Helm computed rather than judged. It comes from your own cost basis, and it is the number most people find on day one.
- Harvestable loss by position, largest first
- A 30 day wash-sale lookback across the accounts you have linked
- Estimates only, with the assumptions written out. Helm is not a tax advisor
Permissions
What the app cannot do
Brokerage connections run through Plaid and are read only. This is not a setting you turn on. The access Helm is granted does not include the ability to do any of it.
- Never
Place a trade, of any size, in any account
- Never
Move, transfer or withdraw a single dollar
- Never
Change anything at your brokerage
The app and the terminal are the same book.
Connect a brokerage or type in what you hold. Helm reads it either way, and the phone shows what your desk shows.