Helm Wrapped · 2025
Spotify Wrapped, but for your investments. Return vs the S&P, best trade, worst trade, and your investor personality type.
I have an account →Free · 30 seconds · Any brokerage
See a demo first →+28.41%
MVP
NVDA
+87.30%
TYPE
Active Trader
TRADES
214
DIVIDENDS
$2K
PORTFOLIO
$155K
VILLAIN
INTC
-41.20%
Seven slides. One portfolio.
What Wrapped shows
Seven slides built from your own brokerage history: what you held, what moved your year, your best and worst positions, how concentrated you were, the trades you made most often, and the investor personality your behavior matches, one of nine. It ends with a card sized for sharing, with the dollar figures kept off it unless you choose to show them.
Helm reads the accounts you connect through Plaid, read-only, so it can never trade or move money. Wrapped is free and stays free. If you connect more than one brokerage, the year in review covers all of them together rather than one account at a time.
Three steps. Thirty seconds.
01
Free. No credit card. Takes 10 seconds.
02
Read-only via Plaid. We can never trade or move money.
03
Personalized slides you can share anywhere.