This is a long-game tool.
Not a Bloomberg terminal.
Helix is built around one idea: great returns come from owning great businesses bought at the right price, and held with conviction. The system is designed to help you build that conviction, document it, and share it with the team.
The one thing that matters most: your network
The OAKS team has something most funds don't have: deep relationships across Indian industry. When you meet a management team, hear something at a conference, pick up a channel check from a distributor, or get a read from a banker. That insight should live in Helix, not in your notes app or your head.
The ⚡ Quick Capture button exists precisely for this. One tap, type your observation, pick the company. Done in 30 seconds. Over time, these ground-level insights compound into something nobody else has: a living, attributed record of what the team was hearing and thinking, and when.
HELIX. Is this a
great business?
Before you worry about price, you need to know what you're buying. HELIX is a structured answer to that question. Five factors, each scored 0, 1 or 2. Click any factor to see exactly what earns each score.
The overall HELIX % is the weighted average of all five factors. A score of 80%+ means you're looking at a genuinely high-quality business. Below 50% is a serious concern. The AI provides a baseline for all 758 companies. The real value is when the team reviews and refines these scores based on actual knowledge of the company.
Is the price right?
A great business at the wrong price is still a mediocre investment. The Valuation Score (0–100%) answers whether the market is pricing this company cheaply, fairly, or expensively. Four different lenses tell you the answer.
| Factor | Weight | What it asks | Updated |
|---|---|---|---|
| V1. Sector Relative | 30% | Is the P/E cheap vs Indian sector peers? | Every night |
| V2. Historical Proxy | 25% | Is the P/E cheap vs historical norms? | Every night |
| V3. Global Peers | 20% | Is it cheap vs global equivalents? | Auto once tagged |
| V4. Absolute Value | 25% | Is the business worth more than the market thinks? (FCF yield, reverse DCF, EV/Revenue) | AI quarterly + analyst override |
V1, V2 and V3 update automatically every morning from price data. V4 is where your judgment matters, especially for pre-profit growth companies where P/E is meaningless. Any analyst can override V4 from the company panel with their own view and reasoning.
Our View. one number
to rule them all.
Our View combines quality, value, and conviction into a single score. Drag the sliders to see how the three inputs interact.
| Score | Band | What it means for you |
|---|---|---|
| ≥ 85% | High Conviction | Best businesses at attractive prices. These are your core positions |
| 70–84% | Investable | Strong candidate. Good quality, reasonable value |
| 55–69% | Average | Worth monitoring. Not yet compelling enough to act |
| < 55% | Below Average | Structural concern or expensive. avoid or exit |
Entry Signals. is now
the right moment?
Our View tells you which companies are worth owning. Entry Signal tells you whether today is a good time to buy. Three inputs: where the price is in its 52-week range, how the P/E compares to sector, and upside to the team's target price.
The signal dot appears on every company card and in the price bar on the company detail panel. It refreshes every morning automatically. The sweet spot is High Conviction Our View + 🟢 Strong entry signal. That's a great business at a great price. That's exactly what long-term investors wait for.
The Research Grid
758 companies. Fully filterable. The grid is your starting point every time you open Helix. Here's how to cut through the noise quickly.
Notice KPIT. strong business (HELIX 90%) but expensive (Val 38%). Our View is good but the entry signal is Weak 🔴. That company stays on your watchlist; you don't chase it today.
Sorting
Sort by Our View (default), HELIX %, Entry Signal, Conviction, or Name. Sorting by Entry Signal with a filter of "My Companies + High Conviction" gives you the most actionable view. Your best ideas at their best prices right now.
My Companies & Sets
Two tiers of organisation: your private working list, and shared team classifications. Understanding both makes the filters much more powerful.
📌 My Companies - yours alone
My Companies is private. Nobody else can see it. Use it to mark the 15-20 companies you are actively thinking about right now, the ones you want to appear at the top of your grid every morning. There is no right answer for what goes here; it is a personal bookmark that resets whenever you choose.
Global sets. team decisions
| Set | What it means | Requires reason? |
|---|---|---|
| In Portfolio | OAKS currently holds this position | Yes, creates an audit note |
| Watchlist | Under active consideration | Yes, creates an audit note |
| Avoid | Deliberate decision not to invest. Document why | Yes, creates an audit note |
Select multiple companies using the checkbox on each card and use the floating action bar to add or remove them from any set in bulk. Useful when classifying a new sector or updating coverage after a portfolio review.
⚡ Quick Capture
Don't let insights escape.
The OAKS team meets more industry participants than most fund managers. Every one of those conversations is an information edge, but only if it gets documented. Quick Capture is designed to make that documentation take less than a minute.
Perfect for channel checks, management meetings, conference takeaways, or anything heard verbally.
The Google Drive Inbox. zero-effort capture
For research PDFs, broker reports forwarded on WhatsApp, or screenshots from data terminals. Just drop them into the OAKS Helix Inbox folder in Google Drive. Every morning at 5 AM the system reads every new file, has Claude extract the key data, creates a note on the matched company, and moves the file to OAKS Helix History with a permanent link back.
No login required. No form to fill. Drop and walk away.
The Notes Feed
Every note ever added to a company, whether from Quick Capture, a Drive PDF, a URL, or a manual note. It all appears in the Notes feed. It is the chronological research record of what the team was thinking about a company and when.
Notes are also accessible at the global level from the Notes tab in the top navigation, showing all notes across all companies in a single feed, filterable by analyst, date, or company.
Deep Dive. powerful,
and deliberately rationed.
The Full Deep Dive uses Claude with live web search to produce a comprehensive, current HELIX assessment of a company. It is the most sophisticated research tool in Helix, and that is exactly why it is not for everyone to run freely.
When a Deep Dive makes sense
- Before initiating a new position, you want the freshest possible AI view before committing capital
- After a major earnings surprise. Something material changed and the existing assessment is stale
- After a significant governance event: new management, auditor change, regulatory action
- Quarterly review of your top 10 holdings. Once a quarter is plenty
When it does not make sense
- Routine monitoring. the Notes feed and nightly price data handle this
- Companies you have no near-term intention of investing in
- Just because you're curious. Read the existing Quick Score assessment first
| Type | What it does | Cost | Who can run |
|---|---|---|---|
| Quick Score | AI uses training knowledge (no web) to assess HELIX + absolute valuation. Good baseline. | ~₹0.08 | Admin only (batch) |
| Full Deep Dive | Claude searches the web for current news, earnings, and commentary, then gives a full HELIX assessment. | ~₹6 | Kenneth & Abhinav only |
🚩 Flags. when something
needs a second look.
A red flag on a company card is a team signal: something has come up that should not be ignored before making an investment decision. It is not a sell signal. It is a "proceed with extra care" signal.
When to raise a flag
- Promoter pledge increased above 25% (especially if sudden)
- SEBI notice, income tax raid, or enforcement action
- Unusual or large related-party transactions
- Key management departure without explanation
- Auditor qualification, change of auditor, or delayed results
- Any capture can also raise a flag. Tick "Mark as Red Flag" in Quick Capture
Flags must be raised with a reason and resolved with a reason. "Resolved" is not enough. Explain specifically what changed. The flag history is permanently visible in the company's Notes feed.
Corporate Groups
Indian equity investing is often conglomerate investing. The Group view lets you track all entities within a group together. Governance at the group level matters as much as at the company level.
Helix has 9 pre-seeded groups: Adani, Reliance, Tata, Mahindra, Bajaj, Aditya Birla, L&T, HDFC, and Godrej. Each group has its own notes feed. A group-level flag (shown in amber, distinct from the red company flag) propagates to every member company card. Useful when a conglomerate-level issue affects all entities in the group.
Target Prices
Target prices in Helix use a two-person maker-checker system. One person proposes; a second person confirms. This enforces a genuine team view and prevents anchor bias from a single analyst's number.
Any analyst proposes
Open company → Notes tab → Target Price section → propose a price and one-line rationale. Status: ⏳ Pending.
A second person confirms
Anyone on the team (except the proposer within 7 days) can confirm or reject the target.
Auto-confirms after 7 days
If nobody acts within 7 days, the target automatically confirms. No proposal gets silently ignored.
Once confirmed, the target feeds into the Entry Signal calculation. Upside to target is one of the three inputs to Strong/Neutral/Weak. A confirmed target makes the entry signal more precise.
The rules that make
this work for everyone.
Helix is only as good as the team that uses it. A few ground rules that keep the database meaningful over time.
Admin Guide
This section is password protected. If you're an admin and need access, enter the password below.
Admin Tab. 5 Sub-tabs
| Tab | What's here |
|---|---|
| Research Operations | Deep Dive Queue (all analyst requests), Refresh All Quick Scores (Opus 4.8), V4 Assessment batch modes (Smart/Full/Selective), Danger Zone (reset all scores) |
| Market Data | Sync Prices from Google Sheets, Trigger Scoring Only, Recalculate Entry Signals, last sync status |
| Capture | Drive Inbox sync (on-demand), Unmatched Captures tray (files Claude couldn't match to a company) |
| Universe | DB statistics, Excel import/export, company universe management |
| Team | All users, roles, API key status |
Nightly Schedule (all automatic)
| Time IST | What runs |
|---|---|
| 5:00 AM | Google Sheets price sync → V1/V2/V3 scoring → Our View recalculation → Entry signal refresh |
| 5:00 AM | Drive Inbox processing. Reads OAKS Helix Inbox, creates notes, moves files to History |
| 12:00 AM | Target price expiry. Auto-confirms targets pending for 7+ days |
Deep Dive Queue Workflow
Analyst requests appear in Admin → Research Operations → Deep Dive Queue. Review the queue at end of day or when you have 30-60 minutes for it to run. Select individual companies or use bulk select. Full Deep Dives run via Inngest. fire and close browser.
V4 Assessment Modes
| Mode | Does what | Use when |
|---|---|---|
| Smart Update | Updates AI-scored companies, skips manual analyst overrides | Default. quarterly |
| Full Refresh | Overwrites everything including analyst overrides | After major model update |
| Selective Reset | Updates AI-scored + those analysts flagged for reset | Targeted refresh |
Google Sheets. Book Value
The Google Sheet has a second tab: OAKS Helix: Book Value. Enter book value per share in column C for banks and financial companies. After updating, run Admin → Market Data → Sync Prices to refresh P/B ratios across the system. Priority: HDFCBANK, ICICIBANK, KOTAKBANK, SBIN, BAJFINANCE.
Adding New Companies
For individual companies: use the Supabase SQL Editor with the standard INSERT template. For entire index additions: upload the NSE CSV file to generate a migration SQL. After adding: run npm run setup-price-sheet → Sync Prices → Queue All Unscored for Quick Score.
Unmatched Captures
When the Drive Inbox processes a file that Claude cannot match to a company with confidence, it lands in Admin → Capture → Unmatched Captures tray. Review these daily. Click Assign, search for the company, optionally add a note, save. The note then appears in that company's feed normally.