Personal investment automation

Rules-based investing, with a hard stop.

Helm runs systematic strategies across brokers, checks every order against risk limits before it is placed, records everything in an audit log, and gives you a kill-switch you can hit at any moment.

How it worksSign in to the dashboard
How it works

Strategies propose. Risk decides. Everything is logged.

01

Two sleeves of capital

A long-horizon passive core and a small, contained intraday lab with written success and retirement criteria.

02

Risk-gated orders

Every order is checked against portfolio-wide and sleeve-level limits before it reaches a broker, and watched after the trade.

03

Kill-switch

Halt everything and cancel open orders across brokers from the dashboard or the command line. An intraday halt handles mid-session breaches.

04

Append-only audit log

What was decided, by which strategy, and why, with notifications by email and Telegram.

Inside the dashboard

Every page has a job.

Trading

  • Summary portfolio and performance at a glance
  • Charts candlesticks for each watchlist symbol, with signal markers
  • Activity log a live stream of what each helper is executing
  • Retrospectives structured reviews of what worked and what did not

Markets

  • Markets India, US and crypto, with trading hours and open positions per market
  • Leaderboard strategies and competitors ranked side by side
  • Go-Live a read-only readiness verdict with the reasons. Funding is always a manual decision
  • Backtests deterministic runs on cached data
  • Backtest Lab try sizing and mindset variations before committing

Autonomy

  • Competition League competing strategies, each with its own autonomous build team: PM proposes, developer builds
  • Self-improvement loop PM picks, engineer ships, tester verifies, all observable in one place

System

  • System map an interactive knowledge graph of how Helm is wired together
  • Settings feature flags to switch capabilities on and off
  • How it works a plain-language explainer for non-specialists
Under the hood

Built to be boring where it matters.

Brokers

Zerodha Kite Connect for Indian cash equity and IBKR for global ETFs, behind one adapter interface.

Backtesting

Strategies run on locally cached OHLCV before they are ever pointed at live money.

Context engine

A separate local service supplies market context. If it is down, trading fails open to its defaults.