One desktop, every tool
Broker, charts, market data, screeners and news — connected through a single AI-ready surface instead of a dozen disconnected windows.
The AI-first desktop for traders
Take helm of your trading stack.
Helm connects your broker, charts, data feeds, and screens to any AI assistant — so your AI doesn't just answer questions, it runs your workflow.
Currently invite-only · built for real-money desks
- Connects to your existing broker
- Your AI, your keys, your machine
- Nothing leaves without your say
Why Helm
Your AI assistant, wired into the tools you already trade with.
Most AI stops at the chat window. Helm is the desktop layer that lets it reach into your platforms — reading what's on screen, running the studies, placing the workflow — under your control, on your terms.
It runs the workflow
Ask in plain language. Helm turns intent into action across your stack — pulling data, running studies, staging the steps you'd take by hand.
Real-money responsibility
Runs on your machine with your credentials. Honest states, clear controls, and no action taken you didn't authorise. Trust is the product.
Built in
Everything a desk needs, absorbed into one calm surface.
Live charts and data
Bring your feeds and platforms into reach of your AI, in real time.
Broker connectivity
Connect the broker you already use — no new account, no migration.
Screens and scanners
Point your assistant at what to watch; let it surface what matters.
Any AI assistant
Model-agnostic. Bring the assistant you trust; Helm does the wiring.
Local and private
Runs on your desktop. Your keys and context stay with you.
Grows with add-ons
A catalogue of capabilities you switch on as you need them.
How it works
From install to in-command in minutes.
01
Install the desktop
Download Helm and sign in. It sets up quietly and connects to the tools you already run.
02
Connect your stack
Link your broker, charts and data. Choose the AI assistant you want at the helm.
03
Trade with your AI
Ask in plain language. Helm turns it into action across your platforms — you stay in control of every step.
Pricing
Straightforward plans. Cancel anytime.
Start with the tier that fits how you trade. Upgrade the moment you need more.
Data
Market data and feeds, ready for your AI.
$49/ month
- Live and historical data
- Any AI assistant
- Local and private
Stack
The full desktop — broker, charts and workflow.
$99/ month
- Everything in Data
- Broker connectivity
- Charts, screens and news
- Workflow automation
Pro
For power desks that live in the platform.
$245/ month
- Everything in Stack
- The full add-on catalogue
- Advanced automation
- Priority support
Prices in USD. A 30-day trial starts on your first plan. During closed testing, access is by invite. Compare plans →
Questions
Good to know
Do I need to switch brokers or platforms?
No. Helm connects to the broker, charts and data you already use — it's the layer that puts your AI in reach of them, not a replacement for them.
Which AI assistant does it use?
The one you choose. Helm is model-agnostic — bring the assistant you trust and it handles the wiring into your stack.
Where does my data live?
On your machine. Helm runs as a desktop app with your credentials and context; nothing leaves without your explicit action.
How do I get in during the beta?
Access is invite-only for now. Request an invite and we'll get you set up with a code to create your account and choose a plan.
Ready to take the helm?
Helm is in closed testing with a small group of traders. Request access and we'll be in touch.