Platform
The Finance Agent platform
Finance Agent is the investment intelligence platform that powers Helmvora. It combines AI research, portfolio intelligence, and broker-integrated workflows—with a human approval at every decision point.
AI research engine
Finance Agent's research engine combines company filings, insider activity, earnings information, and market signals into structured research that explains why an idea surfaced.
- Structured research memos for each idea
- Signals drawn from filings, insider activity, and earnings
- AI-generated context, clearly labeled as AI-generated
- Signal quality is under ongoing validation before it influences decisions
Portfolio intelligence
See holdings, allocation, and exposure across connected accounts in one view.
- Consolidated view across accounts
- Allocation and concentration analysis
- Account-aware risk profiles, including retirement accounts
- Daily and monthly reporting
Brokerage connectivity
Integrations with Charles Schwab and E*TRADE are operational in private development. Customer brokerage connections are planned for a future release.
- Orders are placed only after explicit approval
- Order status is monitored and reported back
- Broker credentials are stored in managed secret stores
- Helmvora is not affiliated with Charles Schwab or E*TRADE
Human approval
Every proposed trade is held for your decision. You can approve it, deny it, or ask for an explanation first.
- Approve, Deny, or Explain on every proposal
- Approval requests expire if not acted on
- Approval requests are signed and verified
- Nothing executes without an approval on record
Risk management
Risk checks run before a proposal reaches you and again immediately before an order is placed.
- Position-size and concentration limits
- Account-type-aware risk profiles
- Circuit breakers and duplicate-order protection
- Margin, short selling, and leverage blocked by policy
Activity and audit history
Every recommendation, risk decision, approval, and execution is recorded.
- Append-only audit log
- Timestamps, decisions, and responsible components recorded
- Monthly audit reporting
- Records are never deleted automatically
What it covers
Finance Agent focuses on equities and ETFs. Options support is limited to defined-risk long calls and puts, and always requires approval. Spot crypto support is in paper testing only.
Be Among the First to Experience Helmvora
Join the waitlist and we'll email you when Helmvora launches.
Join the Waitlist