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Pricing

One product. Zero percent of AUM.

The terminal is free and stays free. Pro is the agent: it reads filings and reporting against the reasons you own each position, and quotes the line that moved them.

Helm Pro
$20/mo

A 1% advisory fee on a $1M book is $10,000 a year. This is $240.

Free for 14 days. A card is required to start, nothing is charged until the trial ends, and you can cancel any time before then.

Cancel anytime · Secure via Stripe

Run by one person, on purpose. Your data is exportable and deletable in one click, whatever happens to Helm.

What Pro does
  • Every position watched, not just one
  • Thesis monitoring with cited evidence
  • The agent: reassessment, investigation, shared exposure
  • Tax center with tax-loss harvesting
  • Earnings exposure tracking
  • Conviction-led tailored brief
  • Thesis Builder, before you buy
  • Factor lens
Free$0forever, no card

Full terminal, brokerage sync, AI analysis on any US ticker, the daily brief, actions inbox, and one thesis with the twelve months of evidence behind it.

Open the terminal

What each one gets

Feature comparison, Free versus Pro
FeatureFreePro
Portfolio dashboard, all accountsIncludedIncluded
Brokerage sync via Plaid, read onlyIncludedIncluded
AI analysis, any US tickerIncludedIncluded
Actions inboxIncludedIncluded
Portfolio WrappedIncludedIncluded
Daily briefGeneralConviction-led, your book
Investment thesesOneEvery position you own
Twelve months of history behind a thesisIncludedIncluded
Ongoing monitoring, cited evidenceNot includedWatched every trading day
Harvestable loss figureIncludedIncluded
Which lots, and wash-sale screeningNot includedAcross every account
Earnings exposureNot includedAcross held positions
The agentNot includedReassessment and shared exposure
Thesis Builder, pre-buyNot includedIncluded
Factor lensNot includedIncluded

Helm is not a registered investment adviser and does not give investment advice. Every finding links to the primary source it came from.

Frequently asked questions

How does the free trial work?
Pro starts with a 14 day free trial. A card is required to begin it, nothing is charged until the trial ends, and you can cancel at any point before then and pay nothing. Fourteen days rather than seven because the evidence Helm surfaces arrives when companies file and report, not on a schedule that suits a trial.
What's included in the Free plan?
The full terminal: portfolio dashboard with brokerage sync via Plaid, AI stock analysis on any US ticker, the general daily brief, the actions inbox, and Portfolio Wrapped. You also get one investment thesis and can read the twelve months of dated evidence behind it. Free forever, and no card is required.
What does Pro add?
Pro is $20/mo. Free gives you one thesis and the history behind it; Pro watches every position you own, every trading day, and adds the agent, the Thesis Builder, the factor lens, earnings exposure tracking, the tax center with tax-loss harvesting, and a conviction-led tailored brief.
Can I cancel anytime?
Yes. Cancel your subscription at any time. You keep access through the end of your billing period. No questions asked.
Is my data secure?
Bank-level encryption, read-only access via Plaid, and row-level security on all user data. We never store your banking credentials and never sell your data. Ever.