Data Onboarding
Connect market, fundamentals, news, and your portfolio data in one place.
✦HELM WEALTH DECISION SYSTEM
Your Wealth, Your Decision.
HELM is a complete wealth decision system that turns data into clear actions — covering data onboarding, AI news filtering, stock discovery, portfolio management, strategy guidance, continuous upgrades, risk alerts, and automated trading.
Self-hosted by defaultYour data, your control
Privacy firstBuilt for security
Continuously evolvingUpgrades, always
END-TO-END WEALTH INTELLIGENCE
From signal to decision, HELM keeps your wealth under command.
An integrated system that empowers every step of your investment journey.
AI News Filter
AI filters thousands of news in real-time to highlight what truly moves the market.
Stock Discovery
AI scores and ranks stocks across multiple dimensions to find opportunities.
Portfolio Management
Monitor performance, risk, and allocation with real-time intelligence.
Strategy Guidance
Get scenario analysis, factor insights, and AI-driven strategy recommendations.
Continuous Upgrades
We continuously ship new models, data, and features to keep you ahead.
Risk Alerts
Real-time alerts on drawdowns, volatility spikes, and exposure breaches.
Auto Trading
Execute strategies automatically with rule-based, audited order flow.
Data onboarding should not be your full-time job.
Connecting market data, news, on-chain, and broker APIs is fundamentally a professional ops problem. Pro and Max productize it so you can spend your time on research and decisions.
- 01
Choose Markets
Pick the market scope you want to cover
- 02
Official Installer Modules
Validated adapters for each market
- 03
Connect Sources
Plug in reliable market, news, and on-chain data
- 04
Run Intelligence
Start AI capabilities to drive the decision loop
Data Access Control Panel
Self-hosted
01Choose Markets
U.S. EquitiesSelected
CryptoSelected
A-sharesOff
MacroOff
02Installer Modules
U.S. Equities adapterInstalled
Crypto adapterInstalled
News pipelineInstalling
Broker bridgeReady
Risk engineQueued
03Connect Sources
Interactive BrokersConnected
Polygon.ioConnected
ReutersConnected
GlassnodePending
04Run Intelligence
DiscoveryRanked
AI BriefReady
RiskArmed
StrategyGuided
Automated ExecutionStandby
All data is processed in your own environment. HELM never holds your assets, keys, or trading permissions.
Full-market AI news is expensive.
HELM makes it usable.
DIY AI News PipelineHELM Official Intelligence
News collectionYou buildOfficial pipeline
Token costYou pay every callShared at scale
IndexingYou maintainBuilt-in
RealtimeHardMax
RelevanceManual tuningStrategy-aware
Official AI News Feed
08:30
Top clusters
- 01BTC ETF inflow acceleration
- 02ETH staking narrative rising
- 03Exchange regulation watch
- 04Miner equity correlation shift
ProDaily download quota
MaxRealtime + personalized feed
Discovery is not a button.
It is a continuous market scan.
Community
- Manual scanners
- Self-hosted compute
- Your token cost
Pro
- Official scan feed
- Full-market results
- Scheduled updates
Max
- Strategy-aware scan
- Watchlist ranking
- Real-time priority
Official Discovery Feed
09:31 ET
Top discoveries
- 01NVDAAI infrastructure news cluster rising
- 02COINCrypto beta + regulatory event detected
- 03TSMSupply chain news acceleration
- 04MARABTC volatility sensitivity increased
ProFull-market feed
MaxPersonalized ranking
Choose who powers your AI layer.
Your AI can stay local. HELM can guide it. Or HELM official AI can become your market advisor.
Local AI
- Run your own model
- Private
- Self-managed
- Customizable
Community +
Guided AI
- HELM guides your AI
- Official workflows
- Tools + prompts
- Market context
Pro +
Official AI
- Use HELM AI directly
- Market briefings
- Strategy review
- Risk explanation
Max · high quota
Choose how HELM runs for you.
OPEN-SOURCE
HELM Community
Self-hosted wealth OS
$0Free forever
For builders who want full control.
- Open-source HELM core
- Local deployment
- Manual data source connection
- Local AI support
- Community strategy SDK
- Basic audit and risk framework
- Self-managed updates
MOST PRACTICAL
HELM Pro
Official intelligence service
$29/ month
For users who want HELM to handle the expensive intelligence layer.
- Official installer modules
- Assisted data onboarding
- Daily full-market AI news intelligence
- Limited daily downloads
- Full-market discovery results
- Official AI brief
- iPad / iPhone command experience
- Push alerts and cloud sync
PERSONALIZED INTELLIGENCE
HELM Max
Personalized intelligence layer
$99/ month
For advanced users who need real-time intelligence and personalized AI guidance.
- Real-time official news intelligence
- Higher download limits
- Personalized stock / sector / crypto feed
- Strategy-aware AI analysis
- Data source negotiation and discounts
- Priority market adapter support
- Official AI can guide or become your AI
- Personalized discovery and monitoring
Compare capabilities
| Capability | Community | Pro | Max |
|---|---|---|---|
| Deployment | Self-hosted | Self-hosted + assist | Self-hosted + priority |
| Market data connection | Manual | Installer modules | Installer + data deals |
| News intelligence | DIY | Daily official feed | Real-time personalized |
| Full-market discovery | DIY compute | Official scan results | Strategy-aware ranking |
| AI interaction | Local AI | Guided + limited AI | Personalized official AI |
| Strategy services | Community SDK | Verified access | Advanced intelligence |
| Upgrade channel | Manual pull | Pro official upgrades | Max priority upgrades |
| Mobile experience | Basic / PWA | iPad + iPhone Pro | iPad + iPhone Max |
| Support | Community | Standard | Priority |
Built for discipline, not hype.
◈
Data Integrity
- Provider comparison
- Point-in-time joins
- Stale data detection
- Coverage reports
◎
Research Discipline
- Train / validation / test split
- MCPT / WRC
- Cost gates
- Walk-forward review
✦
AI Governance
- AI proposal only
- Hard gates decide
- Cached reasoning
- Audit logs
⛒
Secure Command
- Trusted devices
- Secure sessions
- Passkey / Face ID
- Risk confirmation
AI suggests. Gates decide. Audit remembers.
Deploy yourself. Upgrade with HELM.
Community gives you the open-source machine. Pro helps it see the full market. Max makes the intelligence personal.