Helmbeam
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.

Download Helmbeam

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.

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.

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.

Helmbeam follow list

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.

Holdings and price tracking

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.

How long should you research a stock? Use a research journal

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.

Download is free. Eligible new users can try two months of Pro without a card or automatic paid subscription. Pro tracks up to 12 companies; Trader tracks up to 25. Continuing Pro access requires a paid plan.