Hedge funds & asset managers · Use case
Your morning briefing, filtered through your actual thesis.
Not another keyword alert. OpenHelm reads overnight filings, news and price moves against the bull and bear case you hold on each ticker, then emails a structured digest before the morning meeting, with a full audit trail of everything it screened out.
now
Already in production with
Thesis-aware, not keyword-alerting
Six reasons it reads like an analyst, not a news feed.
It reads your thesis, not your keywords
Instead of "$AAPL fell 1% on regulatory noise", you get "a new antitrust development challenges your bull thesis that services revenue is insulated from EU fines." Signal mapped to a position you actually hold.
It stays quiet when nothing matters
No flood of generic matches. If the watchlist is quiet overnight, you get a one-line "no material updates" or nothing at all. Cognitive clutter removed by design.
Every screen-out is logged
Each item the agent dismisses is written to a briefing-history table with the exact reason ("classified as noise: ESG release, no material financial update"). No black box.
Fires at 07:00 in your market
An IANA timezone string per workspace converts "07:00" into a timezone-aware cron. It fires at 07:00 EST, GMT or HKT and adjusts itself for daylight saving, not UTC midnight.
No expensive data contracts to start
OpenHelm injects compliant user-agent headers to read SEC EDGAR directly, so you do not need to buy API access to read government filings. Bring your own news keys when you want deeper coverage.
Runs locally if compliance requires it
Identical pipeline in OpenHelm Cloud or on an analyst desktop with a local database and private API keys. No portfolio ever has to be indexed on a vendor server.
Under the hood
A five-step loop, every weekday pre-market.
- 1
Ingestion — your watchlist is the anchor
A structured watchlist table holds each ticker with your bull thesis, bear thesis, key catalysts, invalidation triggers and noise notes. You write it in plain English. No model training, the agent adapts to shifting views instantly.
- 2
Discovery — overnight source sweep
Direct HTTP calls to SEC EDGAR (8-K, 10-Q/10-K, Form 4 insider trades, SC 13D/G), connected news providers (NewsAPI, Marketaux, Finnhub, EODHD) and pre-market price feeds (Polygon, Tiingo, Alpha Vantage).
- 3
Triage — scored against your thesis
Every item is classified High / Medium / Low / Screened-out and mapped to your thesis as supports, challenges or neutral. If a source is unreachable it logs an explicit retrieval error, it never fabricates.
- 4
Assembly — a three-layer digest
A structured markdown briefing: what matters most, on the radar, then a source-trail audit log, every claim carrying a verifiable link back to the filing or article.
- 5
Delivery — before the morning meeting
Sent via the openhelm_notify email tool from a verified domain. A strict recipient allowlist makes it impossible to exfiltrate data to outside addresses. If nothing material happened overnight, it can stay silent.
Where it fits
Keep your search tools. This does the part they won't.
Document Q&A and transcript search are solved. The overnight, thesis-mapped triage that decides what reaches the morning meeting is not, that is the gap OpenHelm fills.
| Keyword tools (AlphaSense) | Research AI (Hebbia / Brightwave) | OpenHelm | |
|---|---|---|---|
| Logic type | Keyword & Boolean alerts | Manual Q&A over uploaded PDFs | Continuous triage mapped to a structured thesis table |
| Noise filtering | Low — floods the inbox | High, but per-project manual prompting | High — quiet unless your thesis is touched |
| Auditability | Link to document only | Highlighted quotes in answers | Full log of every screened-out item and why |
| Setup overhead | Hand-tuned search strings | Upload folders of PDFs | Paste a watchlist, write the thesis in plain English |
| Data security | Cloud-only, portfolio indexed | Cloud-only, data inside vendor models | Cloud or fully local / on-prem parity |
What clients say
OpenHelm basically gave us an entire marketing department overnight. This is what it feels like to punch above your weight!
Dr Thom Van Every
Founder · Smoothie Wars
Common questions about the morning briefing
More use cases
Other jobs OpenHelm runs.
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Actuals pulled from filings, drafted as a diff you approve. Formulas never touched.
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Publish-ready content to your stack
Briefed, drafted and pushed straight to your repo, WordPress or Shopify.
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Continuous improvement over time
Live pages monitored and refreshed as rankings and AI answers move.
Twenty minutes
Bring your watchlist. We'll run a briefing live.
Walk us through three or four names and the thesis you hold on each. We'll show you what last night's briefing would have looked like, signal mapped to your positions, with the audit log of everything it set aside.