Helmbeam: Stock & IPO Research

Portfolio tracker & screener

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

Try Pro free for 14 days. Track up to 12 companies and see what changed in every earnings report, read the same five ways each time. 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. Powered by SourceKeel. A product of Scydex Ltd. Privacy Policy: https://helmbeam.com/privacy-policy Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

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See where a company stands • Open any company and its five-lens reading comes first, with one plain line on what the latest report changed. • Its setup sits in one card: where it stands, its window and its gates. • Tap About in the top right for the company's background, market cap, IPO date and next earnings. If the date isn't set yet, you see the range it's expected in, based on last year's report. • "Ignore" is now "No window", and the ? beside a period shows the date it ended. See which way each number is heading • Numbers follows the five lenses: Business, Earnings, Shareholders, Resilience and Price. • Every measure has a chart of its real figures, with the value under each quarter and a word for where it stands, like Strong, Holding or Fading. • Tap any quarter on a chart to see its exact figure, then take the whole page to that quarter. • Quarter or TTM, Sections and the quarter you're reading stay pinned while you scroll, and so does the Timeline's year control. • Earlier quarters show their own figures, and revenue segments show each segment's share of revenue and its growth. Choose from Discover without opening every card • Each card tells you when the setup started and how the price has moved since, along with the latest quarter, 12-month revenue growth and gross margin. • Filter by gross margin. "Growth bucket" is now "Revenue growth", and Market cap comes first. • Your filters stay in reach while you scroll New Ideas or IPOs, with Top to take you back up. • Stalking started shows only setups that are still stalking. Easier to read • No text in the app is smaller than 11 points, and dates read day, month, year, like 15 Oct 2026. • Search waits for your tap before it opens the keyboard. • Discover no longer gets stuck while it loads.

The developer, Scydex, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Identifiers
  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Purchases
    • Contact Info
    • User Content
    • Identifiers
    • Usage Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
Scydex Ltd
Size
79.7 MB
Category
Finance
Compatibility
Requires iOS 16.4 or later.
  • iPhone
    Requires iOS 16.4 or later.
  • iPad
    Requires iPadOS 16.4 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
English
Age Rating
4+
In-App Purchases
Yes
  • Helmbeam Pro $199.99
  • Helmbeam Pro $29.99
  • Helmbeam Trader $149.00
  • Helmbeam Pro $299.99
Copyright
© Scydex Ltd