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.