For Engineers
You optimize systems for a living.
Why is your portfolio still a spreadsheet?
Helm brings the same rigor you apply to production systems to your financial infrastructure. Automated monitoring, intelligent alerts, and zero manual reconciliation.
Sound Familiar?
RSU vesting schedules scattered across brokerage PDFs and equity management platforms
Concentrated positions in employer stock with no automated alerting when it drifts
Multiple accounts across brokerages, 401(k)s, and crypto exchanges with no single pane of glass
Tax-loss harvesting opportunities invisible without active manual monitoring
How Helm Fixes It
Auto-Sync Everything
Plaid-powered account aggregation pulls balances, holdings, and transactions from every brokerage, bank, and retirement account. No CSV uploads.
Concentration Alerts
Helm flags when a single position exceeds your threshold. Get notified before your employer stock becomes 40% of your net worth.
Tax-Loss Harvesting
Automated detection of tax-loss harvesting opportunities across your portfolio. See unrealized losses and estimated tax savings in real time.
AI-Powered Daily Brief
Every morning, Helm tells you what changed in your portfolio and why it matters. Earnings surprises, dividend announcements, analyst upgrades -- all in one feed.
“I built Helm because I was tired of checking 4 different apps to understand my own financial picture. Engineers deserve infrastructure-grade tools for their money.”
-- Built by an engineer, for engineers
Stop manually reconciling. Start monitoring.
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