01
Find a company to investigate
Search for a company you already know, or use Discover to encounter names beyond your usual list. Treat each one as a candidate until the business and evidence make sense to you.
A shortlist for the questions you still have
A stock watchlist for your research
Find a company, look into its business and keep it close while you work out what the evidence means. Follow names you may want to revisit, whether or not you own their shares.
Helmbeam is a company research app, not a holdings tracker or brokerage account.
From a name to a useful next visit
Build your shortlist around what you want to learn.
Following a company makes sense when you have a reason to return. Start with the question, then use new information to decide whether it still deserves your attention.
02
Choose the question behind your interest
Open the company view and Numbers to examine the available business and financial information. Keep your question in a separate research note, such as whether growth is reaching each share or cash generation is improving.
03
Follow it if you want to return
Follow the company if you want to keep it on your research shortlist. When new evidence gives you a reason to return, compare the updated picture with the question in your separate note.
Research list or investment portfolio?
They answer different questions.
A shortlist helps you remember what to investigate. Portfolio tracking starts with your actual positions and transaction details.
What should I look into again?
Keep a company in view because a result, risk or unanswered question deserves another look. The list can include companies you do not own.
What do I own, and how has it performed?
This requires position sizes, purchase details, cash flows and price or return calculations. A company follow does not supply those portfolio records.
Keep the boundary clear
- A follow list does not show how many shares you own or what they cost.
- Following a company does not place an order or make it suitable for your circumstances.
- Helmbeam does not execute trades. Verify important findings against the company’s own disclosures.
When the evidence changes
Return to the question, not just the ticker.
Look at the company’s updated information, check what has changed and note what remains uncertain. The available company timeline can add context; confirm important details in original reports.
Start with a company you want to understand.
Use Discover or search, inspect the company view and follow it if there is a reason to come back.
App
Store
Store
Apple App StoreDownload for free on iOSClick to download, or scan the QR code with your phone.Tap to download.
Google
Play
Play
Google PlayDownload for free on AndroidClick to download, or scan the QR code with your phone.Tap to download.
Download is free. Try Helmbeam Pro free for 14 days. After that, Pro is $29.99 a month.
- TodayYour free trial starts. You add a card, and we charge nothing.
- Day 11We remind you that the first charge is 3 days away.
- Day 14We charge $29.99 for your first month of Pro unless you cancel before then.
To pay yearly instead, choose Conviction at $199.99 a year. Your paid year starts straight away and the rest of your free days end. If you don't choose a plan, the trial continues as Pro monthly.
Cancel in your subscription settings before day 14 and you are not charged. How to cancel
If you started the trial on iPhone, Apple can start the renewal up to 24 hours before it ends, so cancel at least a day early.
The Free plan follows one company, kept live with alerts.
Pro tracks up to 12 companies; Trader tracks up to 25.