Helm Terminal
Aggregates all linked brokerage accounts into one view and surfaces concentration, tax-loss harvesting, earnings exposure, and thesis-relevant filing changes with verbatim source quotes
The product is portfolio intelligence software that aggregates positions across linked brokerage accounts to surface concentration, overlap, tax-loss harvesting, earnings exposure, and thesis-relevant changes from filings with verbatim source quotes. It is for individual investors who manage their own money across multiple accounts and need to monitor what they already own. Unlike a tracker that only shows value, it uses a deterministic rule engine for risk and tax and a constrained model that must quote sources verbatim, delivered as read-only SaaS via Plaid without moving money or trading.
Key features
- Aggregate every brokerage account in one view
- Surface concentration and overlap risk
- Compute harvestable losses lot by lot
- Screen wash sale windows across accounts
- Flag earnings exposure before print
- Daily brief linked to holdings
- Thesis monitoring against SEC filings
- Quote source documents word for word
- Free stock analysis for any US ticker
- Public Masthead of surfaced findings
- No social media activity within the last 30 days
- Blog
- Partner program
- Consumers general