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 hyper-concentrated on tech. Or that I had free money sitting in losing positions that I could use to offset taxes. Or that a significant portion of my holdings had earnings coming up within the next week. And nobody told me any of it. This is the type of analysis that wealth managers charge five figures for per year. I figured it should be free, or just a fraction of that. So here's what Helm Terminal does: You connect your real brokerage and bank accounts (through Plaid, same security as Venmo, Robinhood, Coinbase). Then, every day, Helm scans your portfolio. It surfaces concentration risk, tax-loss harvesting, earnings exposure, sector imbalances, idle cash, and more. It brings all those things to a prioritized "Actions Inbox", so you know what to do, not just what you have. If you don't want to connect your accounts and fully explore the platform, you can still run a free AI analysis on any US ticker at helmterminal.dev/analyze, no signup needed. The entire thing was built solo. No funding, no team. Just me wanting to understand my own money better and thinking other people might like this too. I would love your honest feedback. What's the first thing you'd want to know about your portfolio that nobody's telling you right now? Thank you!

Helm Terminal

Portfolio intelligence: what to do, not just what you have.

Portfolio intelligence: what to do, not just what you have.