A guided tour through Tax Brain, Scenarios, Monte Carlo, and the Document Vault — all running on realistic sample data for a fictional solo operator. No signup. No card. Click anywhere to see how HELM responds.
Six sections of the actual HELM dashboard rendered with the sample operator's data. Each card below previews one feature — click "Open in dashboard" to interact with it live.
HELM's home view stacks net-worth trend + allocation breakdown + cash position + liabilities. Updates each time you upload a CSV. Manual-first means no aggregator, no broken Plaid connections, no "we couldn't reach Schwab" errors.
⌘K to jump anywhere · click any account to drill in
Open in dashboard →The instant you upload a CSV, HELM cross-account-scans your transactions against IRS §1091 (wash sales ±30 days), surfaces every harvestable loss split by long vs short term, calendars your future RMDs (SECURE 2.0 age 73), and tracks every QSBS hold clock. Educational only — every output ends with a "confirm with your CPA" line.
Cross-account flagging $ on every line CPA-export ready
Run Tax Brain on the demo →Three what-if templates running locally against your real holdings. Sell shares (LTCG bracket-stacked + NIIT + state tax). Exercise ISOs (cash-out + bargain element + simplified AMT estimate). Donate appreciated shares (tax savings vs cash gift). Save scenarios; revisit anytime.
LTCG 0/15/20% stacked + NIIT 3.8% + State override
Open the scenario builder →Box-Muller normal sampling. Historical real returns: stocks 6.7% σ=18.4%, bonds 2.0% σ=5.8%. Sequence-of-returns risk visible in the lower P10 band. Test "retire in 12 years at $180K spend with 80/15/5 mix" — see your real probability of FI.
P10 / P50 / P90 Sequence-of-returns visible Real-dollar terms
Run Monte Carlo →Tax returns, K-1s, brokerage statements, deeds, trust docs, cap tables. Stored in Netlify Blobs encrypted at rest, with operator-scoped keys (cross-operator leakage is impossible at the storage layer). 25 MB cap. Categorized by type. Tax-year tagged.
AES-256 at rest Per-operator keys Download or delete in 2 clicks
Open the vault →Claude Sonnet 4.5, trained on tax code (IRS §1091, §1202, §1031, §170, SECURE 2.0). Persistent threads, 60-day context against your portfolio data. Every output ends with a "confirm with your CPA" line — educational, never advisory.
Persistent threads 60-day context Compliance floor
Ask the demo HELM →It is: a curated tour through the dashboard with realistic numbers for a fictional $4.2M solo operator. The dashboard math is real — the Monte Carlo runs the same Box-Muller sampling we ship in production, the Tax Brain follows the same IRS §1091 logic, the LTCG bracket-stack uses the same federal brackets. Only the operator's data is fake.
It isn't: a static screenshot reel. Click "Open in dashboard" anywhere above and you'll land in the actual HELM dashboard rendered with this sample operator's data. Type into Ask HELM. Run a scenario. Try the wash-sale scan. The product is fully interactive in demo mode.
What you can't do in demo: save anything (no account is logged in). Upload a CSV (you'd need to be authed). Use the Document Vault for real files. Once you're ready for that, the founding-25 spot at $79/mo locked-for-life is at /pricing.
No card. No signup. Just click around with the sample operator's data. When you're ready to bring your own holdings + run real scans, the founding-25 spot is at $79/mo locked for the lifetime of your subscription.
Sample operator data is fictional. What HELM never stores · Privacy policy · Disclosures. HELM is software, not an investment advisor.