Finance●●Solid
Helm Terminal – Free portfolio intelligence that tells you what to do
Free portfolio tracker that flags tax-loss harvesting opportunities instead of just showing charts.
Solve My ProblemSlick
helmterminal
102mo ago
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MerryDiv – Track dividends across all your brokerage accounts
by zouko·May 14, 2026·2 points·0 comments
AI Analysis
●MidSolve My Problem
Clean UI, but Sharesight and StockEvents already dominate this space.
Strengths
- •Plaid integration supports 12,000+ institutions automatically.
- •iOS app syncs with web dashboard for mobile checking.
- •Visualizes sector diversification and monthly income projections.
Weaknesses
- •No unique analysis features beyond standard portfolio tracking.
- •Relies entirely on Plaid, limiting custom data sources.
Category
Target Audience
Dividend growth investors, passive income trackers
Similar To
Sharesight · StockEvents · Seeking Alpha
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