Helmbeam: Stock & IPO Research

Most stocks people own came from a story: a group chat, a video, a friend who sounded very sure. When the company reports earnings, the news reaches them a day late as a headline, and it's hard to say what actually changed. Ask why they own the stock, and plenty can't remember.

Helmbeam is stock research and a portfolio tracker for the companies you own or watch. It keeps track of what you own, why you own it, and what to watch at the next earnings report.

STOCK ALERTS WHEN A COMPANY REPORTS
Add the stocks in your portfolio, or ones you're watching, to your watchlist. When a company reports earnings, Helmbeam alerts you with what changed and reminds you why you're tracking it, so you don't have to keep checking.

EVERY EARNINGS REPORT, READ THE SAME WAY
Each quarterly report is read through five lenses, always in this order:
• Earnings: how strong operating profit is, and which way it's heading
• Business: whether revenue growth is durable, and whether it's speeding up or slowing
• Shareholders: whether growth reaches each share, after dilution and stock-based pay
• Resilience: whether the business can fund itself
• Price: what the stock price asked of the business on the report date
Each lens gets one plain line of stock analysis, and every reading ends with what to watch at the next report.

A DATED HISTORY OF EVERY STOCK
Helmbeam keeps every reading with its date, and none are rewritten. Open a company's timeline, jump to any year, or follow one lens across every earnings report.

FUNDAMENTAL ANALYSIS FROM SEC FILINGS
Under each reading sit the reported financials: revenue, margins, cash flow and the balance sheet, each taken from the company's own SEC filings, along with the stock's valuation.

NEW TO INVESTING? LEARN WITH ONE EXAMPLE
Learn the method with our example, Netflix, then research any of close to 4,000 US-listed stocks the same way.

STOCK SCREENER: DISCOVER
Discover shows setups Helmbeam's models have matched across the market. Screen by growth, company size, liquidity, resilience and recency to find stocks you weren't looking for.

IPO TRACKER AND RESEARCH
Follow new and upcoming IPOs from their first filing. Read each one through the Owner Lens: who owns it, how it's positioned, and how its story unfolds after the IPO.

FLOW FOR TRADER MEMBERS
Helmbeam Trader adds Flow, a nightly read of what the models found, with the options activity behind each read. Every Flow read is logged the day it's published and scored when it resolves, the misses along with the hits.

The next time someone sounds very sure about a stock, you'll know where to look first.

PLANS
Start free and track one company. Or try Pro free for 14 days: track up to 12 companies and get timelines, Discover and earnings alerts. Pro then renews monthly unless you cancel before the trial ends. Trader tracks up to 25 companies and adds Flow.

Helmbeam Pro and Helmbeam Trader are auto-renewing subscriptions. Prices are shown in the app before you buy. A subscription renews unless you cancel at least 24 hours before the end of the current period. Manage or cancel anytime in your App Store account settings.

Helmbeam is a research tool. It is not investment advice or a recommendation to buy, sell or hold any security. Past performance does not guarantee future results.

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