The AI-Native Trading Terminal for Active Investors
HeliusOne connects your brokerage account to Claude, Gemini, and ChatGPT — and to a network of investors like you — delivering live portfolio tracking, AI-generated analysis, consent-gated trading workflows, and smart order management in one terminal.
HeliusOne is software, not a registered investment adviser, broker-dealer, or tax adviser. AI-generated analysis is informational only and is not financial or tax advice. Trading involves risk of loss. Read the disclaimer.
Thirteen integrated features — from raw microstructure signals to approval-gated trade execution. Click any card for a deep dive.
H1 Engine — HeliusOne's proprietary adaptive ML pipeline — processes every market tick through two layers: an online model that learns from every resolved outcome, and a trained GBDT that gates and boosts at inference. Six microstructure features drive real-time LONG / SHORT / FLAT signals.
Learn more →At market open, market close, or on demand — AI generates informational signals for holdings (HOLD / TRIM / SELL / ADD) plus watchlist opportunities with entry zones and today's specific catalyst.
Learn more →A six-stage AI pipeline: macro conditions → 11 GICS sector scores → 97-metric firm scoring → portfolio construction proposals → rebalance order drafts at live bid/ask → stock discovery.
Learn more →Click any symbol for a full research panel: fundamentals (P/E, EPS, beta, dividends), interactive price charts (1D to 1Y), AI analysis from Claude, Gemini, and ChatGPT, symbol-specific news, open orders, and an in-line trade form.
Learn more →Make Claude, Gemini, and ChatGPT debate a single stock — critiquing each other across rounds — then have a synthesizer of your choice judge the debate and return one recommendation with agreements, dissent, and open risks. With three models, the judge stays neutral.
Learn more →Alert-driven workflows validate direction and confidence, enforce holding-period checks, and prepare a draft order with full context. You review and approve within a countdown — or send it to Orders to Review on your Home screen. Nothing is placed without your approval.
Learn more →Two-layer architecture: a deterministic signal engine detects events in < 100ms, then an AI analyst explains what happened and returns an informational signal. Smart cooldown prevents alert fatigue.
Learn more →Real-time quotes streamed for all your positions and watchlist symbols simultaneously. The live feed powers every downstream feature: predictions, alerts, P&L, and AI analysis.
Learn more →Live headlines tagged to your tickers and scored for sentiment, so you see only the news that touches your holdings — with the mood already attached. Powers research, daily analysis, and AI alerts, and available as a standalone API.
Learn more →Live unrealized P&L on every tick. Lot-by-lot cost basis and holding period reconstructed from your transaction history. Complete filterable transaction history for every buy, sell, dividend, and fee.
Learn more →Real-time DMs and channels inside the terminal. Share tickers that open live research panels, forward AI analyses, and bring Claude or Gemini into the conversation.
Learn more →Chat directly with Claude, Gemini, or ChatGPT about your positions, watchlist, market conditions, and saved analyses. Ask follow-up questions with your portfolio context already included.
Learn more →Bring your portfolio to the AI you already use. Connect Claude, ChatGPT, or any MCP-compatible assistant to your HeliusOne account — OAuth-secured and strictly read-only. Your assistant can read positions, quotes, watchlist, analyses, and tax lots, but can never trade or change settings.
Learn more →Bring your own API keys and connect directly to the services that power professional trading desks.
Live quotes, order execution, account data, position management, transaction history, and price charts through your connected brokerage. Currently supported: Charles Schwab. More brokerages coming soon.
Deep portfolio reasoning, daily action plans, monthly portfolio construction, single-stock analysis, and real-time alert explanations.
Alternative AI perspective — run the same analysis with Gemini and compare its reasoning against Claude side by side.
A third independent perspective — run analysis with ChatGPT, compare it against Claude and Gemini, or add it to the AI Committee debate.
HeliusOne's own news engine — real-time headlines aggregated from dozens of sources, tagged per ticker and sentiment-scored. Powers stock research, daily analysis, and AI alert explanations. Also available as a standalone product.
You own your API keys. They're stored securely, encrypted, and scoped to your account — and never shared with third parties.
The same real-time, ticker-tagged, sentiment-scored news feed that powers the terminal, offered as a standalone REST + WebSocket API.
Helius Terminal is built on the principle that your financial data stays yours. Your API keys and account data are encrypted, isolated per user, and never shared with third parties. No analytics. No data brokers. No third-party tracking.
Everything runs on hardened, enterprise-grade cloud infrastructure. Every connection is encrypted in transit, and every user's data is enforced at the database level to be invisible to all other users.
Join the waiting list →Your Claude, Gemini, ChatGPT, and market-data keys are encrypted, stored privately, and scoped to your account. They are used only to reach the services you connect — and never shared with anyone.
Email and password sign-in is handled by a dedicated, industry-standard authentication provider. Your password is salted and hashed — never stored in plain text and never visible to HeliusOne.
Strict per-user access is enforced at the database level. No request can read another user's data — not even with a valid login token. The rules are enforced on the server, not in your browser.
All your data is encrypted at rest with AES-256 — your prediction logs, analysis results, trade history, and everything else.
Every connection between your browser and HeliusOne — and between the terminal and the services you connect — uses TLS. All traffic is encrypted end-to-end.
HeliusOne runs on hardened cloud infrastructure with HTTPS enforced everywhere. Operational secrets are kept in a dedicated, access-controlled vault — never in source code.
HeliusOne contains no tracking pixels, no analytics SDKs, no advertising networks, and no data-broker integrations. Nothing about your usage or trading activity is shared with third parties.
Each signed-in user can access only their own data, validated on the server for every request. No admin backdoors.
Start your 7-day free trial. Bring your own API keys. Start getting AI-powered insights in minutes.