Guided setup for the next review cycle

Set up today and review before next open

Start your first review from your current portfolio. Sign in, set up your portfolio, and enter the next review cycle with a clear starting point instead of a vague promise.

Sign in, set up your portfolio, review before next open.
First review cycle Setup leads to review

Portfolio setup

Current portfolio becomes the review anchor.

TodaySign in and set up
Before next openReturn for review

Later product loop

Review, branch, compare.

Today

Sign in first.

Today

Set up your portfolio.

Before next open

Review Helora's guidance.

What the product grows into

Later product loop: Review, branch, compare.

Three steps into the first review cycle

Move from account access to portfolio setup and into a clear review rhythm without losing the current-portfolio context Helora uses to explain the next decision.

1

Sign in

Start with account ownership before any portfolio setup begins.

2

Set up your portfolio

Create the initial portfolio state Helora will use as the anchor for your first review.

3

Review before next open

Keep the timing explicit so the first decision loop stays aligned with Helora's daily rhythm.

Built around the first portfolio review

The landing flow stays specific to how the product works: establish what you already hold, review on a repeatable cadence, then expand into deeper comparison workflows.

Set up from what you already hold

Helora begins with your current portfolio rather than a generic watchlist or abstract prompt.

Review with a daily rhythm

The promise is a concrete review window before the next open, not an instant-answer claim.

Grow into fork and compare

Once the first cycle is in place, the product expands into branching and comparison without changing the framing.

Specific product rules, not generic finance language

Trust comes from current-portfolio framing, explicit review timing, and a setup path that makes the move into fork-and-compare feel like the next product step rather than marketing copy.