Portfolio intelligence, not just tracking.
Stop paying for 5 different tools. Helm combines AI-powered stock analysis, portfolio tracking, tax intelligence, and daily briefings into one terminal. No subscription required to start.
The Self-Directed Problem
Paying for 5 different tools -- screener, charting, news, portfolio tracker, tax software -- and none of them talk to each other
Missing opportunities because there is no system watching your portfolio between the times you check it
Tax drag eating into returns because harvesting losses requires manual monitoring across multiple accounts
Analyst consensus and earnings data locked behind $200/month terminal subscriptions
One Terminal. Everything You Need.
AI Analysis for 500+ Tickers
Deep fundamental analysis with bull/bear cases, valuation metrics, analyst consensus, and AI summaries. Updated during market hours. No subscription required.
Portfolio Tracking
Connect all your accounts via Plaid. See your entire financial picture in one place -- brokerages, retirement accounts, banks, and crypto.
Real-Time Intelligence
Live market data, earnings surprises, dividend announcements, and analyst rating changes. Helm surfaces the signal from the noise.
Tax Intelligence
See your harvestable-loss figure on Free. Pro adds detailed tax lots and wash-sale screening to help you evaluate harvesting opportunities.
500+
Tickers Analyzed
$0
To Get Started
24/7
Portfolio Monitoring
Institutional-grade intelligence. Retail-friendly pricing.
Your edge starts here
Free AI stock analysis, portfolio sync, and the general daily brief. Pro adds a personalized brief and detailed tax tools when you need them.