The AI-Native Trading Terminal for Active Investors
HeliusOne connects your brokerage account to Claude and Gemini AI — delivering live portfolio tracking, institutional-grade analysis, automated trading, and smart order management in one terminal.
Nine integrated features — from raw microstructure signals to fully automated trade execution. Click any card for a deep dive.
Real-time LONG / SHORT / FLAT signals computed tick-by-tick from Order Book Imbalance, Order Flow Imbalance, VWAP deviation, momentum, and realized volatility. Every signal is logged and evaluated against realized returns.
Learn more →At market open, market close, or on demand — the AI delivers a personalized action plan for every holding (HOLD / TRIM / SELL / ADD) plus watchlist opportunities with entry zones and today's specific catalyst.
Learn more →A six-stage AI pipeline: macro conditions → 11 GICS sector scores → 97-metric firm scoring → portfolio construction → rebalance orders at live bid/ask → stock discovery for under-the-radar opportunities.
Learn more →Click any symbol for a full research panel: fundamentals (P/E, EPS, beta, dividends), interactive price charts (1D to 1Y), AI analysis from Claude and Gemini, symbol-specific news, open orders, and an in-line trade form.
Learn more →Alert fires → AI validates direction and confidence → holding period enforced → Schwab API executes. Every step of the decision chain is logged: triggering alert, AI rationale, fill price, and realized P&L.
Learn more →The AI surfaces the opportunity and pre-fills a trade proposal with full context — rationale, confidence, stop level, size suggestion. You review and approve with one tap. Every decision, approved or dismissed, is logged.
Learn more →Two-layer architecture: a deterministic signal engine detects events in < 100ms, then an AI analyst explains what happened and recommends an action in plain language. Smart cooldown prevents alert fatigue.
Learn more →Real-time Level 1 quotes streamed via WebSocket directly from Schwab for all your positions and watchlist symbols simultaneously. The live feed powers every downstream feature: predictions, alerts, P&L, and AI analysis.
Learn more →Live unrealized P&L on every tick. Lot-by-lot cost basis and holding period reconstructed from Schwab transaction history. Complete filterable transaction history for every buy, sell, dividend, and fee.
Learn more →Bring your own API keys and connect directly to the services that power professional trading desks.
Live quotes, order execution, account data, position management, transaction history, and price charts. Currently supported: Charles Schwab. More brokerages coming soon.
Deep portfolio reasoning, daily action plans, monthly portfolio construction, single-stock analysis, and real-time alert explanations.
Alternative AI perspective — run the same analysis with Gemini and compare its reasoning against Claude side by side.
Real-time financial news and headlines filtered per symbol — surfaced in stock research, daily analysis, and AI alert explanations.
You own your API keys. HeliusOne never stores or shares them with third parties.
Helius Terminal is built on the principle that your financial data should never leave your control. API keys are never sent to any Helius server. Account data is encrypted at rest and isolated per user. No analytics. No data brokers. No third-party tracking.
All infrastructure runs on Google Cloud — the same platform used by financial institutions worldwide. Every connection is encrypted in transit. Every user's data is enforced at the database level to be invisible to all other users.
Create your account →Your Claude, Gemini, and StockNews API keys are entered into the app and used only within your browser session. They are never transmitted to or stored on any HeliusOne server.
Email and password authentication is handled entirely by Google Firebase Auth — industry-standard infrastructure with bcrypt-hashed credentials managed by Google, not by HeliusOne.
Firestore Security Rules enforce strict per-user data access at the database level. No query can read another user's documents — not even with a valid auth token. Rules are server-enforced, not client-enforced.
All data stored in Firestore is encrypted at rest using AES-256 by Google Cloud. This includes your prediction logs, analysis results, trade history, and all other user data.
Every connection between your browser and HeliusOne — and between the terminal and external APIs — uses TLS. All traffic is encrypted end-to-end.
The application runs on Google Cloud Run with HTTPS enforced. Infrastructure secrets (deployment credentials, build-time config) are managed in Google Cloud Secret Manager — never in source code or environment files.
HeliusOne contains no tracking pixels, no analytics SDKs, no advertising networks, and no data-broker integrations. Nothing about your usage or trading activity is shared with third parties.
Firestore Security Rules grant each authenticated user access only to their own documents — using the pattern users/{userId}/... with server-side uid validation. No admin backdoors.
Sign up for free. Bring your own API keys. Start getting AI-powered insights in minutes.