Local Personal AI Agent to Explain Your Investment Portfolio

Melvin Vivas · X post · 2026-07-20 · Open on X

Topics: AI Agents, Tool Use & MCP, LLMOps, Deployment & Monitoring · Level: intermediate

Summary

Melvin Vivas uses Hermes Agent as a personal AI assistant to help him understand what is happening in his investment portfolio. The model runs locally: Qwen 3.6 35B with MTP (multi-token prediction). It is an example of a private, free personal agent built on a local open-weight model.

Key points

Hermes Agent works as a personal AI assistant.
Use case: summarizing and explaining changes in an investment portfolio.
The model runs fully locally: Qwen 3.6 35B MTP (a mixture-of-experts model with multi-token prediction).
Running locally keeps personal financial data private and costs nothing per use.

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
Qwen 3.6 35B (MTP) · tool · huggingface.co · free
Qwen 3.6 mixture-of-experts model (35B total, about 3B active parameters) with multi-token prediction for local inference.
Also in: Use a Local Model for Confidential Data with Your Agent (Melvin Vivas on X · notes), Running Qwen 3.6 35B locally on an RTX 3090 for agent tool calling (Melvin Vivas on X · notes), Models That Work With the Hermes Agent for Personal Productivity (Melvin Vivas on X · notes), Run Hermes Agent locally with Qwen 3.6 35B MTP in LM Studio (Melvin Vivas on X · notes) and 4 more

Try this

Build a local personal agent that reads your portfolio data and explains daily changes in plain language.