Charlie is checking live status...

Dad opens this, asks Charlie, and sees the next safe action.

This preview shows the product shape after Helm moves from a laptop prototype into a hosted, mobile-friendly app. The core stays the same: Charlie researches, explains, drafts, verifies, and asks before anything sensitive happens.

9:32 ETCharlie
Good morning, Mike.No new buy today. Two things to review.
Ask Charlie by voice
ProtectedAVGO trailing stop visible

Charlie sees the stop evidence and will verify after changes.

WatchFTI, GEV, VLO from Leaderboard

Watch, do not buy yet. Charlie needs source and sizing checks.

ResearchBPTRX / SpaceX thesis card

Alert near Dad's reassessment zone before any trim decision.

Needs approval

Build a simpler stop walkthrough from Dad's feedback?

Partly live

Research Brain

Charlie combines Dad's account, IBD discovery, finance emails, public headlines, Schwab Research, and memory into a plain-English answer.

Next

Execution Workbench

Stops, trailing stops, buys, and sells move through draft, approval, preflight, submit, verify, and journal. No silent trading.

Partly live

Self-Repair

Charlie detects broken auth, stale sources, missing quotes, browser issues, and files repair requests before Dad has to diagnose them.

Starting now

Codex Build Queue

Dad's feature requests become proposals for Will. Approved proposals become Codex build tasks with tests and review.

  1. Dad talks to Charlie on phone or desktop.
  2. Charlie reads account context, source evidence, alerts, and memory.
  3. Charlie gives a Dad-readable recommendation or creates a proposal.
  4. Will approves research, feature builds, emails, or execution steps.
  5. Codex builds approved changes in a branch, verifies, and returns a review.