| name | financial_analysis_automation |
| description | Create automated financial analysis skills with scheduled execution and result storage.
Use when you need to build custom stock/scanning analysis that runs automatically
and saves results to Obsidian for daily review.
|
| version | 1.0.0 |
Financial Analysis Automation Skill
Use this skill to create automated financial analysis workflows that:
- Scan multiple sources for investment opportunities
- Run on a schedule (via cron jobs)
- Save formatted results to Obsidian vault
- Can be monitored and tracked
When to Use
- When you want to create custom stock/scanning analysis
- When you need analysis to run automatically on a schedule
- When you want results saved to your Obsidian vault for review
- When you need to track multiple financial data sources
- When you want to combine web crawling with sentiment analysis
Core Components
1. Analysis Skill Creation
Create a custom skill that includes:
- Data Sources: Define where to get information (websites, APIs, social media)
- Analysis Logic: Define what to look for (volume spikes, sentiment, patterns)
- Output Format: Define how results should be presented
- Error Handling: Define what to do when sources fail
2. Automation Setup
Set up scheduled execution using:
- Cron Jobs: Schedule the skill to run at specific times
- Skill Chaining: Combine multiple skills (e.g., analysis + note saving)
- Time Filtering: Ensure only recent data is analyzed
- Source Validation: Validate data quality and freshness
3. Result Storage
Configure automatic saving to:
- Obsidian Vault: Save results as formatted notes
- Proper Frontmatter: Include metadata for filtering and linking
- Consistent Naming: Use date-based filenames for easy sorting
- Tagging System: Add relevant tags for discovery
Workflow Steps
Step 1: Define Analysis Requirements
- What financial instruments to analyze (stocks, crypto, etc.)
- What data sources to use (financial sites, social media, news)
- What specific metrics or patterns to look for
- What time sensitivity is required (real-time, daily, weekly)
Step 2: Create the Analysis Skill
Create a custom Hermes skill that:
- Uses appropriate data extraction methods (firecrawl, web_search, etc.)
- Applies your analysis logic and filters
- Formats output in a consistent, readable way
- Includes risk disclaimers and limitations
Step 3: Set Up Automation
Configure a cron job that:
- Runs your analysis skill on the desired schedule
- Chains with appropriate output skills (obi-notes, etc.)
- Includes proper error handling and logging
- Runs during appropriate market hours
Step 4: Configure Output Storage
Set up the result saving to:
- Create appropriate folder structure in Obsidian
- Generate properly formatted markdown with frontmatter
- Include metadata about the analysis (time, sources, etc.)
- Add relevant tags for easy discovery and filtering
Step 5: Monitor and Maintain
- Check that the cron job runs successfully
- Verify output is correctly formatted and saved
- Update analysis logic as market conditions change
- Refresh API keys and credentials as needed
Example: Market Alpha Scout
The market_alpha_scout skill demonstrates this workflow:
- Analysis Skill: market_alpha_scout (research category)
- Data Sources:
- Stockbro.id (firecrawl crawl with Google Workspace auth)
- Financial news sites (Google search: detik, kontan, bisnis)
- Social sentiment (Google search: X/Twitter content like @happenfed)
- Schedule: Weekdays at 08:15 WIB (before market open)
- Output: Saved to Notes/Stockpick/Stockpick - [Tanggal].md
- Features:
- Volume filtering (V > V_avg20)
- Time sensitivity (last 12 hours)
- Multi-source validation
- High conviction setup identification
- Sector diversification
Integration Notes
This approach integrates multiple Hermes skills:
- crawl4ai (primary): Self-hosted web scraping via Crawl4AI (free, unlimited)
- firecrawl (fallback): For web crawling when Crawl4AI unavailable
- web_search: DuckDuckGo search via Crawl4AI wrapper
- obi-notes: For saving results to Obsidian vault
- cronjob: For scheduling automated execution
- skill-documentation: For maintaining skill documentation
Prerequisites
- Crawl4AI: installed in Hermes venv (
pip install crawl4ai + playwright install chromium)
- Python 3.11 (Hermes venv):
~/.hermes/hermes-agent/venv/bin/python3.11
- Firecrawl (optional fallback): API key for when Crawl4AI fails
- Access to financial data sources
- Obsidian vault configured for saving analysis results
Customization Options
This workflow can be adapted for:
- Different financial instruments (crypto, forex, commodities)
- Different analysis techniques (technical, fundamental, sentiment)
- Different schedules (intraday, daily, weekly, monthly)
- Different output formats (alerts, reports, watchlists)
- Different notification methods (email, messaging, dashboard)
Verification Checklist
After setting up financial analysis automation:
