I built Spotify Wrapped for your investment portfolio

Solo founder, 21, building Helm Terminal, a portfolio intelligence platform that connects all your financial accounts to show you the full picture.

Just shipped Helm Wrapped. Connect through plaid and you get 7 Spotify Wrapped-style YTD review slides with your actual data.

1. YTD return vs the S&P 500

2. MVP and Villain (best and worst positions)

3. Trading habits (trade count, most active day, unique tickers)

4. Sector conviction breakdown

5. One of 9 investor personality types classified from your actual trading data

6. A sharable card with all that information neatly packaged.

The idea was that people would share their cards in a similar fashion to how people share Spotify Wrapped. Each share drives new people to /wrapped, and can hopefully become a viral acqusition loop.

The broader product does portfolio aggregation across brokerages. Gives you concentration risk alerts, tax-loss harvesting and wash sale detection, AI-generated daily briefs with market intelligence. Wrapped is just a top-of-funnel hook.