Daily loss lockout
Set it in money or as a % of the day's starting balance. Hit it and everything closes for the day. It can count open trades, and trail up to lock in the day's gains.
Helm Trade
Your rules, guarded.
Your capital, on autopilot.
Helm Trade runs two services from one dashboard. RiskGuard holds your own trading to the limits you set, with a second person to approve anything riskier. Autopilot trades your account for you, and you follow every entry.
Ask Helm
Answers from Helm's own guide
Guide
Press / to type. Answers come from Helm's built-in guide.
RiskGuard
Limits you can't loosen on a bad day.
RiskGuard runs on Helm's server beside your trading account. It checks every trade you place, from your phone or your desktop, and closes what breaks your rules. There's no off switch on your desk.
Daily profit target
Reach it and RiskGuard closes everything and stops trading for the day.
Trades a day
Cap the trades you place by hand. The next one past the cap is closed on sight.
Position size
A biggest single position, and a limit on the total lots open in one direction.
Trading windows
Up to three windows a day, each with its own size limits. Outside them, new entries are closed.
Stops on every trade
Bare trades get a stop loss and take profit. A stop you set by hand is checked against the most money you allow at risk.
One symbol
Trade only the chart's symbol. A trade on anything else is closed on sight.
Entry spacing
A minimum distance between entries in the same direction, so you can't stack into a move.
Prop firm accounts
Your firm's rules, held at your own line.
A funded account can be lost in one afternoon. Set each RiskGuard limit a little inside your firm's, and RiskGuard acts at your line, which sits inside theirs.
RiskGuard works on your trading account and doesn't connect to the firm. Fast markets and gaps can move past a limit before a trade closes. Check that your firm allows a risk-management EA.
| Your firm's rule | RiskGuard setting |
|---|---|
| Daily drawdown limit | Daily loss lockout, counting open trades |
| Maximum position size | Biggest position and most lots one way |
| No trading at set hours | Trading windows with trading off |
| Daily profit or consistency rules | Daily profit target and trades-a-day cap |
| One instrument only | Chart symbol only |
Guardian · multi-person policies
Two keys for anything riskier.
On a bad day, the person most likely to loosen your limits is you. Give the account a guardian: tightening a limit still applies at once, and anything riskier waits for a second person.
- Second-person approvalRaising a limit or switching a rule off waits for your guardian's yes. Nobody approves their own request, and requests expire after 7 days.
- Cooling periodWhen a limit fires, riskier changes are refused for 1 to 72 hours. Safer ones never wait.
- Notices that can't be mutedYour guardian hears about every settings change and command, on every channel they use.
- Members with their own accessAdd a co-owner, guardian, accountant or viewer. Every change to who's on the account needs every manager's approval.
- Signed instructionsEvery change is digitally signed. The trading server refuses anything unsigned or altered.
Try itIllustration
Change RiskGuard's settings
Each change is marked safer or riskier the way RiskGuard itself declares it: lower limits and fewer trading hours are safer.
50.00
0.02 lots
0.10 lots
10
Window 1
00:00–08:00
00:00–08:00
0.02
Window 2
08:00–16:00
08:00–16:00
0.02
Window 3
16:00–24:00
16:00–24:00
0.01
Outside the windows, and in a window with trading off, new entries are closed. Window hours have no declared safer direction, so moving them counts as riskier.
Progression
Grow in stages. Bank as you go.
Progression splits growth into stages, each with a target. When the account reaches one, new trades stop until the agreed amount has been withdrawn to you, then trading resumes by itself.
- Open trades run to their own exit when a target is reached.
- Your dashboard shows each stage: Trading, Withdrawal due, Resuming or Stage finished.
- A finished stage stays stopped until every manager agrees the next one.
ProgressionExample
1Stage 1
Target 1,000.00 reached, then bankedBanked
Target 1,000.00 reached, then bankedBanked
2Stage 2
640.00 of 1,000.00Trading
640.00 of 1,000.00Trading
3Stage 3
Target 1,000.00Next
Target 1,000.00Next
4Stage 4
Target 1,000.00Later
Target 1,000.00Later
Autopilot · for investors
Hands-off. Every entry in plain sight.
An automated trading program trades your account. You don't place trades or manage settings. You follow your account value, every closed trade and your statements, and withdraw when you like.
- Helm sets you upHelm opens your dashboard and connects the trading program to your account. You get an emailed link to sign in.
- It trades, you followClosed trades post to your statement with a running balance. Choose bell, push or email for what matters to you.
- Profit is split 50 / 50By default you keep half of new profit; the split is different for different account sizes. Helm's share is taken only on profit above your high-water mark.
- Withdraw any timeYour capital isn't locked. Request any amount up to all of it, whenever you like.
The high-water mark, explained.
Your high-water mark is the account value Helm's share is measured from. Helm takes its share (50% by default) only of profit above it. Below it, Helm takes nothing.
It resets in two moments. When Helm collects its share each week, the account value after that payout becomes your new mark. When you withdraw profit, the account value after your withdrawal becomes the new mark.
A dip carries no fee on the way back. If the account falls below the mark, climbing back up to it costs you nothing.
50 / 50 is the default split. It's different for different account sizes, so ask us for the split on yours.
Two weeks, step by stepIllustrative figures
Your account valueHigh-water mark
| What happens | Helm's 50% | Account value | Mark |
|---|
Automated trading can lose money, including your capital. Nothing here promises a return. The figures above are an illustration, not results.
Plans
Four plans, one dashboard.
RiskGuard plans are priced per account; ask us for a quote. Autopilot is priced as a share of new profit.
Base
Your rules, enforced on every trade.
On requestper account
- Daily loss lockout, profit target and trades-a-day cap
- Position size and one-way exposure limits
- Up to three trading windows a day
- Automatic stops, and a risk check on yours
- Runs on Helm's server, not your computer
- Bell, push and email alerts
Guardian
Base, plus a second key for anything riskier.
On requestper account
- Everything in Base
- Riskier changes wait for your guardian's approval
- Cooling period of 1 to 72 hours after a limit fires
- Guardian notices that can't be muted
- Members with their own access
Progression
Guardian, plus staged targets that bank profit as you go.
On requestper account
- Everything in Guardian
- Staged targets, set as amounts
- New trades pause at each target until the payout
- Trading resumes by itself after the payout
- Every manager agrees the next stage
Starter
Hands-off. Helm trades your account for you.
50 / 50default profit split, you and Helm
The split is different for different account sizes.
- An automated program trades for you
- Helm's share only above your high-water mark
- The mark resets at each weekly share payout and each profit withdrawal
- Sealed PDF statements
- Withdraw any time
RiskGuard prices are quoted per account. Already with Helm? Sign in at app.helmtrades.com.