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How it works

From insight to execution—with you at the helm

Helmvora is designed so that technology does the research and you make the decisions.

  1. 1

    Connect a supported brokerage account

    Connect a supported brokerage to bring account information into view. Customer brokerage connections are planned for a future release.

    Planned for customers
  2. 2

    Set your preferences and risk controls

    Set preferences for how you invest and the limits you want to use. These settings provide context for research and proposed trades.

    Planned for customers
  3. 3

    Review AI research and insights

    Review the evidence and AI-generated context behind an idea. Use that research as an input to your own decision.

    Planned for customers
  4. 4

    Approve or reject proposed trades

    Review each proposed trade before deciding whether to approve or reject it. Nothing executes without your explicit approval.

    Planned for customers
  5. 5

    Monitor activity and execution history

    Follow activity from a proposal through its execution status. Review the recorded decisions and actions in the activity history.

    Planned for customers

By design, Finance Agent does not:

  • Place a trade without your approval
  • Use margin or borrowed money
  • Short sell
  • Use leveraged products
  • Move money in or out of your accounts

FAQ

Is Helmvora available today?

Not yet. Helmvora is in private development, and we're targeting a public launch in 2027. Join the waitlist to hear about early access.

Will Helmvora ever trade without my approval?

No. Every proposed trade requires an explicit approval before it can execute.

Is Helmvora investment advice?

No. Helmvora provides research tools and workflows to support your own decisions. It is not a broker-dealer or registered investment adviser, and nothing it shows is a recommendation tailored to your circumstances.

Which brokerages will be supported?

Integrations with Charles Schwab and E*TRADE are operational in private development. Customer support for specific brokerages will be confirmed before launch.

Does Helmvora hold my money?

No. Helmvora is designed so that your assets stay at your brokerage. It does not hold customer funds and does not move money in or out of your accounts.

How much will Helmvora cost?

Pricing will be announced before launch.

Be Among the First to Experience Helmvora

Join the waitlist and we'll email you when Helmvora launches.

Join the Waitlist