Aceplore
Helm — Portfolio & Investment Tracker
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- One-time purchase, no subscription
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- One-time purchase
Helm — Portfolio & Investment Tracker — a premium, 100% offline digital tool by Aceplore. Runs entirely in your browser: no accounts, no subscriptions, your data never leaves your device.
A complete portfolio command center for long-term investors — holdings, allocation, dividend income and one-click rebalancing, with a net-worth trend that's yours alone and 100% offline.
30 built-in tools in one app. Holdings with cost basis, allocation & drift, a dividend calendar & income projection, one-click rebalancing, time-weighted & money-weighted (XIRR) performance, tax lots, concentration/HHI, expense-ratio drag, and a net-worth trend.
What's included:
- Helm.html — the app (30 built-in tools)
- Quick-Start-Guide.html
- How-To-Use-Guide.html
- README.txt
- LICENSE.txt
Personalized welcome wizard, guided tour, ⌘K command palette, light/dark themes, and one-click JSON backup & restore. Works on any modern browser.
Educational analysis tool. Not financial, investment or tax advice.
Personal covers individual, non-commercial use. Commercial covers client and commercial work. Extended adds resale and SaaS rights. Pick your tier above.
Helm — Portfolio & Investment Tracker
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