Helmbeam
Helmbeam · Research for self-directed investorsPublic markets · iOS and Android
A starting point for your next investment idea.

Uncover opportunities. Follow the evidence.

A research platform that helps you become a sharper investor, with the evidence to back your decisions and keep your thinking current.

Download for freeTwo months of Pro free · No card required
When a stock catches your attention.

You have a name. Now you need somewhere to start.

Maybe you heard about it online. Maybe you're looking for something new. Helmbeam gives you a way to investigate the company and return as the evidence changes.

01

Find a company worth your attention

Search for a stock you know, or browse Discover for companies you haven't considered. Open an idea to see what the business does and what might deserve a closer look.

Your starting question
What makes this company worth investigating?
02

Look beyond the price chart

Use Numbers to examine revenue, profit, cash flow and changes in the share count. The company view and available timeline add context. Check important details in the company's own reports before drawing a conclusion.

A reason to pause
The stock has moved. What has changed in the business?
03

Pick up the research where you left it

Follow companies you want to revisit. Relevant alerts can bring you back when there's something to examine. A watchlist can hold ideas you're still learning about; you don't need to own the shares.

The next visit
Does the new evidence support the reason I was interested?
What you should look for in a company.

Five lenses.
More of the picture.

A business can grow while its finances weaken. Use the five lenses to connect those changes to the shares you own or are considering, and work out what to examine next.

Business

Do I understand what is driving growth?

Look at revenue and growth, then ask what is driving the change.

Earnings

Is it turning activity into profit?

Examine operating earnings and margins alongside the sales figures.

Resilience

Could it need more funding?

Consider cash and debt. If more funding is needed, check what new borrowing or new shares could mean for you as a shareholder.

Shareholders

Is progress reaching my shares?

Check share-count changes and whether company growth translates into progress for each share you own or are considering.

Price

What am I paying for this business?

Put the share price and valuation alongside the business evidence, so you can weigh the price against what you would own.

Read the five lenses together to see what supports your interest in a company and what you still need to investigate.

How the framework works
A closer look can change the question.

“Sales are up 20%.” What does that mean for each share I own?

Suppose you own shares in this company. Higher sales sound encouraging, but the business has also issued more shares. Has that growth translated into more revenue for each share you own?

Fictional example · USD · Two full financial years
Revenue and share count in a fictional company
MeasureYear 1Year 2
Revenue$50.000m$60.000m
Average shares10.000m12.000m
Revenue per share$5.00$5.00

Revenue ÷ average shares. Both revenue and the share count grew 20%, leaving revenue per share unchanged.

1

What changed for your shares?

The business is larger, but revenue per share is still $5.00 in this example. The 20% sales increase hasn't translated into more revenue for each share you own. Revenue per share is not money paid to you, earnings per share or an investment return.

2

What did the extra shares fund?

Did that investment help earnings or cash flow? Before you decide what it means for your stake, check why those shares were issued. The share count alone doesn't tell you whether it was worthwhile.

3

What will you check next?

You now have a question to take into the next report: is the larger business generating more revenue or earnings for each share I own?

Research can end with “I'll keep watching.”

You decide what deserves a closer look.

Every stock is a research opportunity. Active setups are the subset whose current structure qualifies under Helmbeam's framework.

What Helmbeam helps you do

Discover unfamiliar companies and assess names you've heard about.
Examine what company changes could mean for the shares you own or are considering.
Keep a shortlist and return when there is more to investigate.

What still matters

A setup is not a recommendation to buy, sell or hold. Helmbeam does not execute trades.
Data coverage varies. Verify material conclusions against original disclosures.
Historical observations don't guarantee future results. Investing can result in loss.
For the aspiring Warren Buffett of your WhatsApp group.

Still an opportunity, or already too late?

Someone you follow recommended it. An article made it sound promising. Now the price has changed. Is it still worth considering?

Our users tell us they use Helmbeam to sense-check stocks they’ve heard about and find new companies to research. You can examine the business behind the excitement and decide whether the idea still holds up today.

And the next idea? Discover companies beyond the usual names and follow their progress while the story is still unfolding.

Try two months of Helmbeam Pro free.

For new users. No card required. No automatic paid subscription.

Trial and plan details

To keep Pro access after your trial ends, choose a paid plan.

Pro includes tracking for up to 12 companies; Trader includes up to 25. These are simultaneous tracking limits, not a charge for each stock you look up.

The trial includes Pro features; Flow requires Trader. Check the app for eligibility and current subscription prices.