helmterminal.dev valid
Helm Terminal
Institutional-grade financial intelligence platform for individual investors. Free to start, with Pro at $20/month or $149/year.
- Authority
- 45 reach 0 · trust 5 · quality 25 · freshness 15
- Tier
- listed
- llms.txt
- https://helmterminal.dev/llms.txt
- llms-full.txt
- https://helmterminal.dev/llms-full.txt
- Sections
- 9
- Links
- 127
- Size
- 37919 bytes
- Country
- United States Hosting inference
- Hosting country
- United States Hosting inference
- Country evidence
- No published address evidence collected yet
- For agents
- Documentation: developer or product docs worth reading, nothing to call
- First seen
- 2026-10-27T09:54:11.154Z
- Last checked
- 2026-10-27T09:54:12.300Z
- Badge
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-27T09:54:11.161Z. Cached copy · Source on helmterminal.dev
# Helm Terminal
> Institutional-grade financial intelligence platform for individual investors. Free to start, with Pro at $20/month or $149/year.
Last updated: September 2026. Helm Terminal is made and operated by Helm Financial, Corp., a Delaware corporation.
Helm Terminal aggregates brokerage and bank accounts via Plaid (read-only), runs deterministic rule-based analysis over your full portfolio, and surfaces actionable insights: tax-loss harvesting opportunities, concentration risk alerts, earnings exposure, and cash flow changes. It covers any US-listed stock or ETF on NYSE, NASDAQ, or AMEX.
Helm Terminal is portfolio intelligence, not portfolio tracking. Its flagship capability is thesis monitoring: you write the reasons (the "pillars") you own a stock, and Helm checks those reasons against SEC filings, earnings, news, and price, reporting evidence that your reasoning has weakened or broken (thesis drift), with the source and its date. Free includes ongoing monitoring for one thesis and up to twelve months of evidence history; Pro extends monitoring across your tracked theses and adds shared-driver risk detection, which surfaces when holdings depend on the same thesis pillar. Checks run on a schedule; a new finding or immediate alert is not guaranteed.
## Core Features
- Thesis monitoring (flagship): one monitored thesis with cited evidence and history on Free; broader monitoring across your tracked theses on Pro
- Shared-driver risk detection (Pro): surfaces when multiple holdings you think are diversified actually depend on the same thesis pillar
- Free AI stock analysis for any US ticker (NYSE, NASDAQ, AMEX)
- Portfolio sync via Plaid (read-only) or manual entry (type tickers + shares)
- Harvestable-loss headline figure on Free; detailed tax-loss harvesting lots and wash-sale screening across linked accounts on Pro
- $3,000 ordinary income deduction tracker (IRC §1211(b)) in the Pro tax center
- Short-term vs long-term capital gains breakdown with tax rate display in the Pro tax center
- ETF look-through engine: maps 144+ products (leveraged, inverse, option income ETFs) to underlying stock exposure
- True single-name concentration risk including indirect exposure via ETFs
- General daily market brief ("The Current") on Free; a conviction-led, personalized brief on Pro
- Market data via Finazon (licensed US stock prices); fundamentals and filings via SEC EDGAR
- Net worth tracking across all linked accounts
- Actions inbox: concentration risk, rebalancing signals, cash drag alerts
- Earnings calendar and exposure (free; the dollar effect of each report is Pro) with indirect ETF exposure (e.g., TQQQ holder sees AAPL earnings warning)
- Dividend calendar with ex-date alerts
- Stock comparison tool (side-by-side analysis)
- Contact form at helmterminal.dev/contact
## Pricing
- Free: portfolio dashboard, AI stock analysis, Plaid-linked brokerages, net worth, general daily brief, actions inbox, Portfolio Wrapped, one thesis with ongoing
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