I'm the solo founder of Helm Terminal (helmterminal.dev). It's a free portfolio analytics tool that connects to your accounts via Plaid and surfaces actionable insights and intelligence. Concentration risk, tax-loss harvesting, earnings exposure, idle cash, sector drift, etc. Automatically, every day.

Every other portfolio tracker/brokerage I've tried showed me balances and pie charts but never informed me what to do or what was going on. I'd check my accounts, see things were generally "fine", and move on. Then I realized I'd been sitting on thousands of dollars in unharvested tax losses, 60%+ of my portfolio was exposed to tech, and I didn't know half of my positions were reporting earnings soon.

Helm is the tool I built to fix all of these issues, and a tool I wish existed. It runs on a set of intelligence engines on top of your connected accounts and gives you a prioritized inbox of things worth doing, as well as news tailored to your holdings worth looking at. "AAPL down 12.3%, Harvest $3,582 before Dec 31, Tech sector exceeds 60% concentration threshold, consider rebalancing." etc.

Stack is Next.js + Supabase + Plaid + Polygon, deployed on Vercel.

Free stock analysis tool at /analyze(any US ticker) that doesn't require a signup if you want to check it out. https://helmterminal.dev/analyze Free, no card, no account.

I've also launched on Product Hunt today if anyone wants to check it out there: https://www.producthunt.com/products/helm-terminal-2. But the product itself is helmterminal.dev

Would love feedback from the community especially on risk detection logic and whether the action prioritization feels right.