Using a Personal AI Agent to Monitor a Stock Portfolio

Melvin Vivas · X post · 2026-07-12 · Open on X

Topics: AI Agents, Tool Use & MCP, AI Dev Tools & Productivity · Level: beginner

Summary

The creator gave his Hermes personal AI agent his stock portfolio and asked it to watch news and market events that affect it. The agent sends pre-market and post-market briefings, plus updates every 30 minutes during trading hours. It shows how a scheduled, recurring agent task can automate information gathering.

Key points

• Give the agent context first: send it the list of portfolio holdings.
• Tell it what to watch for: news and market events that affect those holdings.
• Set a schedule: pre-market and post-market summaries.
• Set how often it reports during trading hours: every 30 minutes.
• The agent gathers the information, and the person still makes the investment decisions.
• The creator ran Hermes with Grok 4.5 as the main model (from related posts).

Resources mentioned

• Hermes Agent · tool · github.com · free
  Nous Research's open-source AI agent with CLI, TUI and desktop interfaces. It now supports hands-free activation with a wake word.
  Also in: Inspecting Coding-Agent Traces Live with JSONL Viewer (Codex, Claude Code) (Melvin Vivas on X · notes), Hermes Agent: each bot is its own profile (Melvin Vivas on X · notes), An X research bot built with Hermes (Melvin Vivas on X · notes), Run Your Hermes Agent on Free LFM2.5-2.6B via OpenRouter (Melvin Vivas on X · notes) and 55 more

Try this

• Send your agent the context it needs (e.g., your portfolio), then define what to monitor and how often to report.
• Build a portfolio-monitoring agent that watches news about your holdings and sends pre/post-market summaries and updates every 30 minutes during trading hours.