Robo-Advisor Insight,
Without the Robot
Sound familiar?
DIY investors face a tedious choice
You have the knowledge to optimize your portfolio — but lack the time and tools to do it efficiently. Three common frustrations stand between you and better returns:
Missing Tax-Loss Harvesting Opportunities
“The market dropped hard in October. I knew there were losses I could harvest, but checking each lot across three accounts? I kept putting it off. By the time I got around to it, prices had recovered. I missed a $3,000 write-off.”
The 30+ Minute Rebalancing Ritual
“I got a bonus three weeks ago. It's still sitting in cash because I'd need to update my spreadsheet first — pull prices, figure out what's underweight, work out what to buy. So I keep putting it off while the market keeps moving.”
Multi-Account Complexity
“My Vanguard account says I'm overweight US stocks. But add in my 401(k) and my spouse's IRA, and I have no idea what my actual allocation is — or what I'd need to do to get back on track.”
The Solution
Portfolio monitoring as information, not automation
We deliver the insights robo-advisors provide — without taking control of your money. Our platform monitors your portfolio and alerts you to opportunities, giving you the information you need to make confident decisions.
Tax-Loss Harvesting Alerts
Daily scans identify harvestable losses with specific replacement fund suggestions to maintain your allocation. Never miss an opportunity again.
- Lot-level tracking for accurate cost basis
- Wash-sale warnings before you trade
- Email alerts when opportunities arise
Drift Monitoring
Receive alerts when your positions drift beyond personalized thresholds you set. Stay on target without constant checking.
Multi-Account, Tax-Aware Rebalancing
Get coordinated recommendations for new contributions plus tax-free trades across retirement accounts. See what to buy with new money in taxable, what to trade tax-free in your IRA, and how all accounts work together.
Try it freeWorks With Any Brokerage
Auto-detects CSV formats from Fidelity, Vanguard, Schwab, and more. Keep your accounts exactly where they are.
Why Helm
The co-pilot, not the autopilot
We deliver robo-advisor intelligence without taking control, portfolio tracker insights with actionable recommendations, and spreadsheet power with automation.
vs. Robo-Advisors
- Information, not automation
- We never touch your money
- Flat pricing, not percentages
- Unified view across all brokerages
- Coordinated tax-smart rebalancing
- Keep your existing accounts
vs. Portfolio Trackers
- Alerts, not just dashboards
- Strategy, not scoreboard
- No upselling, no sales calls
- You're the customer, not the product
vs. Spreadsheets
- Alerts when it matters
- No formula spaghetti
- Complex logic, simple interface
- Import positions, don't type them
- Minutes to update, not hours
Up and running in minutes
Set Your Heading
Define your target allocation. Use a template or build your own.
Plot Your Position
Import CSVs from your brokerages. We auto-detect Fidelity, Vanguard, Schwab, and more.
Stay on Course
See where to put new contributions to stay on target. Get alerted for drift and tax-loss opportunities. Act when it matters.
Privacy-first by design
Our free rebalancing calculator keeps your data entirely in your browser — nothing uploaded to servers. For alert features, we store only what's needed for notifications, and you can delete everything anytime.
“The dashboard your spreadsheet wishes it could be.”
Ready to take the helm?
Start with the free rebalancing calculator. Upgrade when you want alerts.