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iPhone

iOS App

The terminal in your pocket — same account, same brokerage links, same settings, and a live session that follows you between the web and your iPhone.

Helius Terminal for iPhone is a native app built on the same services as the web terminal. Sign in with Alpaca — or link another supported brokerage — once and both clients use it; run a Trading Agents analysis on the phone and read it on the desktop; set an alert threshold on the web and get the push on your phone. When both are open, they agree on who runs the live engines — the phone can take the session over when you step away from the desk and hand it back when you sit down.

Key Capabilities

What this feature does for you

Home, Watchlist, Search

Your holdings with live prices and day P&L, a watchlist with the same signal pills as the web, index tiles, and instant ticker search across every linked brokerage.

Trade Ticket

Market, limit, stop, stop-limit, and trailing-stop orders with the same timing options, a buying-power strip, a live quote, broker preview, and one-tap modify or cancel from the Orders screen. Sells only offer accounts that hold the shares.

Portfolio & Tax Insights

Holdings, realized gains, wash sales, and holding periods per account or across all of them — the same lot engine as the web — plus a tax insights sheet and broker-export import from the phone.

AI Analyses & Daily Insights

Run and read Trading Agents analyses, browse the daily analysis digest, review AI calls and their grades, and approve or dismiss Express Approval trades from a sheet.

Alerts & Push Notifications

Real-time alerts and chat messages arrive as push notifications. Alert thresholds and lists are shared with the web; the phone runs the alert engine itself whenever it holds the live session.

H1 Chat, Orders, Tracking, Rebalance, News

Channels and DMs with ticker chips and shared analyses, working and historical orders, institution and politician portfolios with cloning, the monthly rebalance proposal, and the live news feed — all from the More menu.

Related Features

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