Hermes Portfolio System — Quick Reference

📍 Files

Scripts: ~/.hermes/scripts/
Data: ~/.hermes/portfolio/
Reports: ~/.hermes/portfolio/reports/

🚀 Common Commands

# Daily
python ~/.hermes/scripts/portfolio_tracker.py          # update prices (interactive)
python ~/.hermes/scripts/portfolio_tracker.py --once   # use cached prices
python ~/.hermes/scripts/portfolio_summary.py          # view snapshot

# Monthly
python ~/.hermes/scripts/portfolio_monthly_review.py   # generate markdown report
cat ~/.hermes/portfolio/reports/review-*.md            # read latest
# Edit: ~/.hermes/portfolio/wishlist_conviction.json    # set 1–10 scores before buying

# Analysis
python ~/.hermes/scripts/portfolio_performance.py      # show trend
python ~/.hermes/scripts/portfolio_daily_check.py      # health summary

📊 Portfolio Data

Baseline: $33,317 (Apr 29 screenshot)
Latest: $37,567.54 (with current prices)
1% position: ~$333 at baseline; scales with AUM
Active holdings: 17
Wishlist (planned 1%): RDW, OUST, SMR, ELF
Price source: Manual CSV (live_prices.csv) — update daily/weekly

⚙️ Key Files to Edit

| File | Purpose | |------|---------| | live_prices.csv | Last price for every ticker (update from broker) | | wishlist_conviction.json | Set conviction 1–10, thesis, catalyst, exit before buying | | scripts/portfolio_tracker.py | Add/remove tickers in PORTFOLIO list |

🗓 Cron Jobs (optional)

# Monthly review (first Monday 9 AM)
0 9 1 * * python /opt/data/home/.hermes/scripts/portfolio_monthly_report_cron.py

# Daily health after your stock news cron
0 8 * * * python /opt/data/home/.hermes/scripts/portfolio_daily_check.py >> ~/cron/daily_portfolio.log 2>&1

🎯 Decision Rules

New position size: 1% per ticker (or as conviction dictates)
Speculative limit: No single micro-cap >3% of portfolio
Rebalance quarterly: trim anything >2× target allocation
Update wishlist conviction score BEFORE buying (scale 1–10)

🔗 Integration

Obsidian vault: /opt/obsidian-vault/ — symlink or read from ~/.hermes/portfolio/
Hermes skill: skill_view('portfolio-tracker') loads docs
Deliverables: monthly review MD → Discord via kb-report skill (manual or automated)

Last updated: 2026-04-29 Skill: portfolio-tracker User: 𝓓𝓻𝓪𝓬𝓪𝓻𝔂𝓼 𝓣𝓲𝓰𝓮𝓻

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