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Helm Terminalleft a comment
Hi ProductHunt, I'm Evan, the solo founder of Helm Terminal. I built this because I had a portfolio spread across a couple of accounts and realized I had no idea what was actually going on with my money. I could see my balance. I could see my holdings. But nothing told me the stuff that actually matters. Like the fact that my portfolio, which I thought was "diversified" was secretly...
Helm TerminalPortfolio intelligence: what to do, not just what you have.
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.
Helm TerminalPortfolio intelligence: what to do, not just what you have.