morning-brief

Morning Brief

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

What changed in the macro backdrop?
Which watched or held names moved?
What company news landed since the last brief?
Which names have earnings-adjacent filings to inspect?
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.