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Private Development — Targeting 2027 Launch

Intelligent Investing. Human-Controlled Execution.

Meet Finance Agent, the AI-powered investment intelligence platform behind Helmvora.

Helmvora brings AI-powered market research, portfolio intelligence, and broker-integrated trading workflows into one platform—designed to help self-directed investors make informed decisions while remaining in control.

Join the Early Access WaitlistExplore the Platform

Conceptual preview. Not real account data.

Platform

Everything you need to research, decide, and stay in control

AI-Powered Research

Intelligent workflows that analyze market information, filings, and signals to surface investment opportunities for your review.

Live internally

Portfolio Intelligence

Portfolio monitoring, exposure analysis, and investment insights across your holdings.

Live internally

Brokerage Connectivity

Integrations with Charles Schwab and E*TRADE are operational in private development. Customer brokerage connections are planned.

In development

Human-Controlled Trading

Every proposed trade waits for your explicit approval. Approve, deny, or ask for an explanation—nothing executes on its own.

Live internally

Risk Management

Configurable safeguards, position limits, and circuit breakers, checked before approval and again before execution.

Live internally

Activity & Audit History

A complete record of research, recommendations, approvals, and execution events.

Live internally

“Live internally” means running in Helmvora’s private development environment. These capabilities are not yet available to customers.

How it works

Five steps from insight to execution—with you at the helm

  1. 1

    Connect a supported brokerage account

    Securely link a supported brokerage.

    Planned for customers
  2. 2

    Set your preferences and risk controls

    Define how you invest and the limits that protect you.

    Planned for customers
  3. 3

    Review AI research and insights

    See the evidence behind every idea.

    Planned for customers
  4. 4

    Approve or reject proposed trades

    Nothing executes without your decision.

    Planned for customers
  5. 5

    Monitor activity and execution history

    Track every action from proposal to fill.

    Planned for customers
See the full workflow →

Product

Built to feel like professional financial software

A look at the Finance Agent interface in development. Previews are conceptual and do not show real accounts or results.

Conceptual previews. Not real account data.

Who it's for

Designed for investors who want intelligence without giving up control

Self-directed investors

Make your own decisions with deeper research behind them.

Active market participants

Keep up with opportunities without living in a dozen tabs.

Research-focused investors

Start from evidence: filings, signals, and structured analysis.

Investors who want controlled automation

Automate the busywork while every trade still needs your approval.

Helmvora does not promise profits or specific investment outcomes. All investing involves risk.

Security

Security and control are the foundation, not a feature

Protected credentials

Broker and API credentials are kept in managed secret stores, never in application code.

Encrypted in transit and at rest

TLS on every endpoint and encrypted storage volumes.

Mandatory human approval

No trade executes without an explicit approval decision.

Layered risk checks

Risk validation runs before approval and again immediately before execution.

Prohibited by design

Margin, short selling, and leverage are blocked at the platform level.

Complete audit trail

Recommendations, approvals, and executions are recorded in an append-only audit log.

How we approach security →

Roadmap

Where Finance Agent is today

  1. Core platform architecture

    Complete

  2. AI research engine

    In internal use

  3. Brokerage integrations

    Private development

  4. Human approval workflows

    Complete

  5. Private beta

    Planned

  6. Public launch

    Targeting 2027
View the full roadmap →

Pricing

Plans for every kind of investor

Starter

For investors beginning with AI-assisted investment research.

Pricing to be announced

Join the waitlist

Pro

For active investors seeking more advanced intelligence and workflows.

Pricing to be announced

Join the waitlist

Advanced

For sophisticated users seeking expanded functionality and controls.

Pricing to be announced

Join the waitlist

Be Among the First to Experience Helmvora

Join the early access waitlist and receive updates as Finance Agent progresses toward public launch.

Join the Waitlist