| name | portfolio-pulse |
| description | Weekly check-up on the user's saved holdings and profile, with price trend context, macro readings, ETF look-through, and recent company news for held names. Use when the user wants a standing portfolio-aware pulse without re-explaining holdings. |
| input_data_source | LLMQuant Data (via @llmquant/data-mcp) |
| model_baseline | DeepSeek |
| category | cron-playbook |
Portfolio Pulse
Runs a weekly check-up against the user's own saved holdings and financial
profile. It adds trend context, macro context, ETF look-through, and company
news for held names.
This skill is orchestration only. For analysis method, install
LLMQuant/skills.
Model baseline
Use DeepSeek as the default Hermes model. The default weekly pulse should be
short enough for DeepSeek V4 Flash.
Data boundary
personal_holdings and personal_profile are read-only tools. They return
what the user saved in LLMQuant Dashboard -> Profile. This skill never writes
portfolio data and never connects to brokerage accounts.
What it does
- Pull saved holdings and profile.
- Add recent trend context for held tickers.
- Add ETF summary context for held ETFs.
- Add portfolio-relevant macro readings.
- Add recent company news for held tickers.
MCP tools used
| Tool | Purpose | Credit / call |
|---|
personal_holdings | User-saved positions | 0 |
personal_profile | User-saved financial background | 0 |
equity_historical_prices | Daily trend context for held tickers | 0 |
etf_lookup | ETF identity and top holdings summary | 0 |
macro_indicator_snapshot | Portfolio-relevant macro readings | 0 |
news_browse | Recent company news for held tickers | 2 |
etf_holdings | Optional full ETF holdings look-through | 1 |
sec_filing_read | Optional filing deep dive for one holding | 1 |
Cron
hermes cron create "0 19 * * 0" "Run portfolio-pulse with my saved holdings/profile, trend context, macro context, ETF look-through, and recent company news. No advice or recommendations." \
--skill portfolio-pulse \
--name "portfolio-pulse" \
--deliver telegram
On some Hermes versions (as of v0.18.x), cron evaluates in host-local time.
Confirm next-run time after scheduling.
Cost of watching
Keep runs lean: check remaining credits before heavy calls, prefer a small
set of held names, and skip optional ETF look-through and filing deep dives
when credits are low. Most of this skill's tools are read-only and free.
Output contract
Every pulse should include:
- holdings count and as-of source;
- top price moves among held names;
- recent company news for held names, or "no recent company news found";
- macro context that could matter to the portfolio;
- no buy/sell/hold recommendation;
- credits used and remaining credits if available.
Customize
- Cadence: weekly by default; daily is affordable but may be too noisy.
- News scope: cap held-name news to the top 5 positions unless the user asks
for broader coverage.
- Deep dives: turn on
etf_holdings only for ETFs where the summary is not
enough; turn on sec_filing_read only for a specific flagged risk.
- Scope: this skill is for saved holdings. Watchlist-only names belong in
morning-brief or earnings-watch.
