Start with one thesis. Follow more with Pro.

Eligible accounts start Pro with a 14 day free trial on either plan. 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. If you picked the yearly plan, the charge at the end of the trial is the full $149. Fourteen days rather than seven because the evidence Helm surfaces arrives when companies file and report, not on a schedule that suits a trial.

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 with up to twelve months of dated evidence. Confirm your reasons and enable tracking to begin monitoring; a brokerage connection is optional. Free forever, and no card is required.

Pro is $20 a month, or $149 a year, which is $91 less than paying monthly. Free gives you one thesis, the history behind it, and keeps watching it; Pro monitors more theses you confirm and track, and adds the agent, the Thesis Builder, the factor lens, the dollar effect of each earnings report, the tax center with tax-loss harvesting, and a conviction-led tailored brief.

Yes. Cancel your subscription at any time. You keep access through the end of your billing period. No questions asked.

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.