llmquant 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_holdingsonly for ETFs where the summary is not enough; turn onsec_filing_readonly for a specific flagged risk. - Scope: this skill is for saved holdings. Watchlist-only names belong in
morning-brieforearnings-watch.