Pricing
Most of Helm is free.
The full terminal — AI analysis, portfolio dashboard, brokerage sync, actions inbox — is free forever. Pro adds three advanced tools.
Free$0forever
- AI stock analysis on any US ticker
- Full portfolio dashboard
- Brokerage sync via Plaid
- Net worth & cash flow tracking
- Concentration risk & sector allocation
- Actions inbox
Pro
Unlock advanced intelligence
Everything in Free, plus three features built for serious investors.
- Tax-loss harvesting with wash-sale detection
- Earnings exposure tracking
- Portfolio Wrapped (annual summary)
Cancel anytime · Secure via Stripe
Frequently asked questions
What's included in the Free plan?
Most of Helm is free. You get AI-powered stock analysis on any US ticker, a full portfolio dashboard with brokerage sync via Plaid, net worth tracking, cash flow overview, concentration risk analysis, sector allocation, watchlist, and the actions inbox. No credit card required.
What does Pro add?
Pro unlocks three advanced features: tax-loss harvesting with wash-sale rule detection (typical savings: $500–$3,000/year), earnings exposure tracking so you know when your holdings report, and Portfolio Wrapped — your annual investment summary.
What are the pricing options for Pro?
Monthly at $14.99/mo, Annual at $119/yr (save 33% — works out to $9.99/mo), or Lifetime at $249 one-time. All options include the same Pro features.
Can I cancel anytime?
Yes. Cancel monthly or annual subscriptions 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.