You check your portfolio balance. Maybe scan some of your holdings. But nobody tells you the portfolio you thought was "diversified" is secretly 68% tech, you have $3,500 in unharvested tax losses, or that 35% of your portfolio has earnings reports next week.
Helm Terminal connects to your accounts through Plaid and finds what you're missing. Concentration risk, tax-loss harvesting, earnings exposure, sector drift, idle cash. Every day. Automatically. For free.
