Helm Terminal
AI-powered portfolio intelligence terminal
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.
YTD return vs the S&P 500
MVP and Villain (best and worst positions)
Trading habits (trade count, most active day, unique tickers)
Sector conviction breakdown
One of 9 investor personality types classified from your actual trading data
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.
Helm Terminal is a centralized platform for portfolio and tax intelligence.
What's worked so far: SEO foundations, posting blogs, HN posts, social media.
What's not working: Cold traffic has very high bounce rates. Positioning was skewed too much towards "free stock analysis tool" first. ProductHunt launch flopped.
What shipped this week: Landing page redesign to better capture the idea of what the platform does. Stripe integration. Beginning of cold outreach.
What I'd love feedback on: Homepage design, app features (if you sign up), and pricing.
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