Financial intelligence, tailored to your world
Helm adapts to your financial complexity. Whether you hold RSUs, manage angel portfolios, or just want one place to see everything.
Engineers
RSU tracking, concentration alerts, multi-account sync
You optimize systems for a living. Helm applies that same rigor to your portfolio with automated monitoring and intelligence.
Founders
Equity events, angel investments, daily briefs
You raised capital for your company. Helm raises the bar on managing your personal finances with zero active management.
Self-Directed Investors
500+ ticker analysis, portfolio tracking, tax intelligence
AI-powered stock analysis, real-time data, and actionable insights for every position you own.
High-Net-Worth Individuals
Multi-account aggregation, personalized intelligence
Your advisor charges 1% AUM. Helm gives you institutional-grade analysis at a fraction of the cost.
What every version of Helm does
Each page above starts from the same terminal. You connect brokerages read-only through Plaid, and Helm reads the whole book: exposure by position and account, the tax lots and the losses worth harvesting with wash-sale screening, upcoming earnings for what you hold, and a written brief before the open on what moved and what matters. Helm cannot trade or move money.
The persona pages differ in what they lead with. Engineers get RSU vesting and single-stock concentration first. Founders get equity events and angel positions alongside the public book. Self-directed investors get the free ticker analysis and the daily brief. High-net-worth readers get multi-account aggregation and the tax picture across custodians. The underlying data and the free tier are the same for all four.
Not sure which fits? The free stock analysis needs no account, and the tax-loss harvesting calculator and the other free tools work without connecting anything.
Ready to take the helm?
Institutional-grade financial intelligence. Free to start.
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