What you actually own
Holdings, allocation, cost basis, contributions, and history in one place.
For passive index fund investors
Passive indexing for investors on a steadier course.
Track your portfolio, plan contributions, and stay focused on the long term.
Free tracking forever
One-time Pro unlock
Optional live data
Mac, iPhone, iPad, and Apple Watch. No account required.
What to do next
Forecasts, contribution order, and rebalancing when it's time to decide.
Private by default
iCloud only. No backend, no brokerage login, no analytics.
See the whole portfolio in one place
What you own, how it's allocated, what you're paying, and what you've contributed.
- Holdings by account with allocation and cost analysis
- Contribution tracking across IRA, 401(k), HSA, and taxable
- Growth history, snapshots, and CSV import/export
Planning when you actually need it
Check if you're on track, decide where the next dollar goes, and rebalance toward target.
- 2,500-simulation retirement forecasts
- Contribution priority routes by account type
- Scenario modeling for timeline shifts and lump sums
Live data if you want it
Fresh quotes and widgets, kept separate so the core app works without them.
- Five-minute refresh during market hours
- Live widgets, watch updates, and drift alerts
- Manual price entry always available
Across Your Devices
It fits the devices you already use.
Native Swift on every platform. iCloud sync, no shared layout compromises.
Helm value
$486,200
Priority routes
- 401(k) matchFirst
- Roth IRA$600/mo
- TaxableAfter Roth
- Separate layouts for Mac, iPhone, and iPad
- iCloud sync with no Helm account to maintain
- Widgets, Spotlight, Shortcuts, and Handoff
- Keyboard shortcuts and navigation tuned per device
Privacy
Your money is your business.
Your portfolio data stays with you. No backend, no analytics, no brokerage credentials.
No backend
Your data lives in iCloud. No Helm account, no server copy, no company database.
No analytics
No tracking pixels, no advertising SDKs, no telemetry.
No bank sync
Manual entry by design. Your brokerage credentials stay with your brokerage.
On-device intelligence
Summaries and planning run on device. Nothing leaves your phone to power a feature.
Approach
Helm is a small, opinionated product for people who already know how they want to invest.
Built for people who prefer broad index funds, contribute steadily, and want a clear record without brokerage logins or attention traps.
Small product
Built and maintained by a solo developer
Keep the record clear
Holdings, contributions, and allocation should be easy to scan without a wall of alerts.
Keep the data close
No brokerage aggregation, no company database, no analytics.
Charge for real utility
The free tracker is useful on its own. Paid features earn their place.
Pricing
Pay for the parts you actually want.
Use the free tracker as long as you like. Add Pro if you want the planning layer. Add Live Data only if fresh quotes and alerts matter to you.
Free
Everything you need to track
$0
Forever
A clean record of holdings, allocation, and contributions. Useful on its own, not a paywall demo.
- Dashboard, holdings, accounts, and transaction logging
- Manual price entry, contribution tracking, and cross-device sync
- CSV import and export, growth history, snapshots, and core portfolio review
Helm Pro
Buy once for the long haul
One-time
$24.99
Yours forever
Forecasting, contribution order, rebalancing, and scenarios for the decisions that matter each year.
- 2,500-simulation retirement forecasts
- Contribution routes, plan health, and next-action guidance
- Rebalance suggestions, scenarios, widgets, and reminders
Live Data
Optional convenience
Optional
$1.99
per month or $14.99/year
Live quotes, widgets, watch updates, and drift alerts.
- Auto-refresh every five minutes during market hours
- Live widgets, watch updates, and markets view
- Allocation drift alerts and quarterly checkups
14-day trial unlocks everything
After the trial, free tracking keeps working and your data stays exportable
No forced bundle or crippled free tier
Start simple. Add more only if it helps.
Helm is meant to stay useful for years without becoming a bigger part of your life than it needs to be.