Pricing
Simple, transparent pricing
Start with full access to the Helm dashboard for free. Upgrade to Pro when you need institutional-grade intelligence.
Free
$0/ month
Everything you need to monitor your finances.
- AI stock analysis3 per day
- Portfolio dashboard
- Net worth tracking
- Cash flow overview
- Basic alerts
Coming Soon
Pro
$24.99/ month
Full intelligence suite for serious investors.
Everything in Free, plus:
- Unlimited AI analysis
- Tax-loss harvesting intelligence
- Earnings impact analysis
- Full intelligence feed
- Portfolio Wrapped
- Priority data sync
Frequently asked questions
What's included in the Free plan?
The Free plan gives you full access to the Helm dashboard — portfolio tracking, net worth monitoring, cash flow overview, basic alerts, and up to 3 AI-powered stock analyses per day. No credit card required.
When does Pro launch?
Pro is currently in development and will launch soon. Join the waitlist to be among the first to access unlimited AI analysis, tax-loss harvesting intelligence, earnings impact analysis, and more. We'll notify you as soon as it's available.
Can I cancel anytime?
Yes. When Pro launches, you can cancel your subscription at any time with no questions asked. You will retain access through the end of your billing period.
Is my data secure?
Absolutely. Helm uses bank-level encryption, read-only access to your accounts via Plaid, and row-level security on all user data. We never store your banking credentials and never sell your data.