morning-brief

name	morning-brief
description	Pre-open market brief with macro context, watchlist price moves, recent company news, earnings-adjacent filing checks, and overnight prediction-market odds moves. Use when the user wants Hermes to deliver a standing morning market brief instead of asking on demand.
input_data_source	LLMQuant Data (via @llmquant/data-mcp)
model_baseline	DeepSeek
category	cron-playbook

Morning Brief

Runs before the market opens and sends one concise brief. It answers:

1. What changed in the macro backdrop?
2. Which watched or held names moved?
3. What company news landed since the last brief?
4. Which names have earnings-adjacent filings to inspect?
5. Did Polymarket odds move on any flagged watchlist name, and does the news back the move?

This skill is orchestration only. For analysis method, install LLMQuant/skills.

Model baseline

Use DeepSeek as the default Hermes model for this scheduled job. DeepSeek V4 Flash is enough for routine scan-and-summarize runs. Use a stronger DeepSeek model only when the user asks for a deeper follow-up.

MCP tools used

Tool	Purpose	Credit / call
personal_holdings	Add the user's saved holdings to the watchlist	0
macro_indicator_snapshot	Latest readings for selected macro indicators	0
equity_intraday_prices	Recent 1h price context per watchlist ticker	1
news_browse	Recent company news for the watchlist	2
sec_filing_browse	Recent 8-K/10-Q filing metadata for the watchlist	0
sec_filing_read	Optional read of one or two flagged filings	1
polymarket_event_browse	Polymarket events tied to flagged watchlist names	1
polymarket_price_history	Overnight odds moves for those markets	0

Use news_browse with up to 5 tickers per call. For larger watchlists, group the names and stop when the message has enough signal for a morning brief.

Prediction-market check

Anchor this on the watchlist, not on broad discovery. For each ticker the brief flags for news or price action, check Polymarket for related markets: polymarket_event_browse with the asset filter (or a keyword q), then polymarket_price_history for anything that moved overnight. One line per hit: the market, the odds move, and whether the day's news backs it.

The broader "which markets look interesting this morning" scan is its own playbook — polymarket-watch. Do not duplicate it here. Never frame a market as worth buying; discipline rule 3 in templates/SOUL.md applies to odds as much as to stocks.

Cron

hermes cron create "0 8 * * 1-5" "Run the morning-brief playbook with my watchlist, recent company news, macro context, and earnings-adjacent filing checks. Keep it source-linked and concise." \
  --skill morning-brief \
  --name "morning-brief" \
  --deliver telegram

On some Hermes versions (as of v0.18.x), cron expressions run in host-local time. Still confirm the next-run time with hermes cron list after creating the job. The scheduler does not know exchange holidays; a weekday market holiday may produce a low-activity brief.

Delivery

Telegram is the default delivery channel.

• --deliver telegram sends to the Telegram home channel after /sethome.
• --deliver telegram:<chat_id> targets a specific chat.
• For Slack, Discord, or other gateways, check the user's Hermes gateway syntax before scheduling.

Cost of watching

Keep runs lean: check remaining credits before heavy calls, prefer a small watchlist, and skip optional filing reads when credits are low. A smaller watchlist or a few days a week instead of every weekday keeps daily use down.

Output contract

Every delivered brief should include:

• as-of timestamp and local timezone;
• tickers checked;
• tool names used for factual claims;
• LLMQuant credits used and remaining credits if available;
• "No material news found" when news_browse returns no items;
• related Polymarket odds moves for flagged watchlist names, when any exist;
• a short no-advice disclaimer from templates/SOUL.md.

Do not present the filing scan as a true forward earnings calendar. It only finds recent filings and reporting-window signals.

Customize

• watchlist.tickers: edit in workspace AGENTS.md.
• watchlist.macro_indicators: keep this short; five indicators is enough.
• Prediction markets: this brief only checks markets tied to flagged watchlist names; the standalone morning scan lives in polymarket-watch.
• Cadence: change weekdays to 2-3 selected days on Free.
• Depth: turn on sec_filing_read only when the news or metadata justifies it.
• Delivery: change --deliver to the channel the user checks first.