Helm — Portfolio & Investment Tracker
Helm — Dashboard
Helm — Holdings
Helm — Performance
Helm — Tax Lots
Helm — Dashboard Dark
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Aceplore

Helm — Portfolio & Investment Tracker

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$39.00
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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.

Each product ships with a clear license tier. Personal covers individual, non-commercial use; Commercial covers client and commercial work; Extended adds resale and SaaS rights. Pick your tier on this page.

Helm — Portfolio & Investment Tracker

$39.00
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Helm — Portfolio & Investment Tracker
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