Independent investment oversight

Give your portfolio a second set of eyes.

Helmio independently monitors the details that can quietly affect your wealth and makes them easier to understand.

See advisor fees, fund expenses, transaction costs, and your all-in cost.

Monitor diversification, concentration, risk, returns, and benchmark comparisons.

Surface unusual trading, high-cost investments, and findings worth discussing.

Turn complicated portfolio analytics into clear, plain-English explanations.

Read-only connections No trading authority Cannot move money

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Create your account and begin building your independent portfolio oversight profile.

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Helmio uses read-only access for connected brokerage accounts. Helmio cannot place trades or move your money.

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