← Equity Analysis Reports

Current Equity Research Pipeline

Live method page for the scheduled equity signal cron: what is running, which prompts/skills/agents are active, and which artifacts were most recently generated.

Canonical path: /pipeline/Alias: /method/

Current scheduled job

Page generated: 2026-06-02T08:36:41.467424+00:00 UTC. Research support only; not financial advice.

name
Equity X signal + agentic tool brief (8h)
id
a1c48b2edb9d
schedule
every 480m
enabled
True
state
scheduled
last_run_at
2026-06-02T08:11:48.138697+00:00
last_status
ok
next_run_at
2026-06-02T16:11:48.138697+00:00
script
equity_signal_cron_runner.py
deliver
origin
enabled_toolsets
[
  "terminal",
  "file",
  "web",
  "skills"
]
skills
[
  "equity-signal-research",
  "hermes-cron-signal-briefs"
]

Automation knobs

run_interval_hours
8
cron_schedule
every 8h
telegram_delivery
origin
collection_source
hybrid
pipeline_mode
hybrid_curated_then_broad_on_move
fallback_mode
xurl
ticker_universe
all_us_listed_stock_like_symbols_from_nasdaq_trader
ticker_detection_mode
cashtags_only_for_broad_universe
research_budget_tokens
80000
monitoring_mode
hybrid
monitoring_primary_sources
curated_x_accounts_and_telegram_channels
monitoring_broad_search_policy
only_when_ticker_starts_moving
broad_search_trigger_min_abs_intraday_move_pct
5
broad_search_trigger_min_abs_gap_pct
3
broad_search_trigger_min_curated_mentions
2
broad_search_trigger_min_unique_curated_accounts
2
broad_search_query_scope
x_and_telegram_cashtags_for_triggered_tickers
auto_report_enabled
True
auto_report_min_mentions
2
auto_report_min_unique_accounts
2
auto_report_max_reports_per_run
2
auto_report_skip_recent_days
30
auto_report_deploy_to_cloudflare
True
agentic_tools_enabled
True
agentic_aihf_max_tickers
10
agentic_tradingagents_max_tickers
2
agentic_min_mentions
2
agentic_min_unique_accounts
2
agentic_network_timeout_seconds
8

Latest signal set

generated_at
2026-06-02T08:36:34.727602+00:00
collector_status
ok
collector_mode
None
relative_path
data/processed/ticker_signals_20260602_083634.json
TickerScoreMentionsAccountsSource
NOW5.233432source
DELL2.993131source
MU1.628221source
GOOGL1.269711source
CRM1.265611source

Pipeline stages

1. Schedule and pre-run script

Hermes cron runs every configured interval, executes equity_signal_cron_runner.py, and injects its JSON into the LLM brief prompt.

2. Curated signal collection

equity_signal_pipeline.py collects curated X/RSS sources first under the hybrid policy; broad search is reserved for ticker-move triggers.

3. Ticker extraction and ranking

Cashtags/whitelisted symbols are ranked by weighted mentions, unique-account breadth, and recency. X/social is discovery only.

4. Research budget allocation

The deterministic pipeline allocates a fixed token budget across selected tickers with synthesis reserve, floors, and caps.

5. Bounded agentic tools

ai-hedge-fund is a gated rubric pre-screen; TradingAgents is a selective StockTwits/Reddit social-news lens for top candidates.

6. Automated full reports

generate_requested_reports.py creates SEC/Yahoo-grounded HTML reports when signal thresholds and recent-report gates allow.

7. Fresh-context citation verification

Three verifier roles check SEC facts, market/social provenance, citation coverage, and link hygiene before report publication.

8. Publication and Telegram brief

The static site is deployed to Cloudflare Pages when enabled; Hermes formats a concise Telegram summary from script JSON only.

Skills and agents used

Loaded / referenced skills

equity-signal-researchhermes-cron-signal-briefssector-overviewcompetitive-analysiscomps-analysisearnings-analysismodel-updatedcf-model

Agent layers

hermes_cron_formatter
LLM pass that converts deterministic script JSON into a concise Telegram brief.
ai_hedge_fund
[
  "fundamentals_analyst",
  "valuation_analyst",
  "technical_analyst",
  "sentiment_analyst"
]
tradingagents
[
  "StockTwits social lens",
  "Reddit/RSS social-news lens"
]
citation_verifier_team
[
  "sec-filing-and-facts",
  "market-and-social-sources",
  "citation-coverage-and-format"
]
Policy guardrail: X/Twitter, StockTwits, Reddit, and other social feeds are signal discovery only. Reports must ground financial claims in public filings, market data, or clearly labeled assumptions.

Prompts used by the running cron

Hermes Telegram brief prompt

You are running the equityanalysis recurring signal brief. A deterministic pre-run script has already collected X/Twitter/RSS ticker signals, run bounded third-party agentic tool gates, and emitted JSON into the prompt context.

Format a concise Telegram brief for Jeremy. Rules:
- Treat X/Twitter/RSS/social posts as discovery only, not investment merit.
- Do not give financial advice, price targets, buy/sell/hold instructions, or trade recommendations.
- If collector_status or return_code indicates failure/no data, report the failure succinctly and do not invent signals.
- Use only tickers and evidence present in the script JSON.
- Promote only tickers with cross-account evidence or explicit script-selected status.
- Summarize ai-hedge-fund as a readiness/planned rubric pre-screen unless the script reports real executed results; do not imply AIHF ran if it was skipped.
- Summarize TradingAgents only as a selective StockTwits/Reddit social/news lens; mention unavailable/degraded sources when reported.
- If auto_report_result contains published/verified report URLs, include them. If no reports were generated, say no new full report was generated.
- Be sparse: if there are no strong signals, say so in 2-4 bullets.

Output format:
## Equity signal brief
- Generated: <timestamp>
- Collection: <runtime mode/status>

## Top signals
For up to 5 selected tickers:
- **TICKER**: score/mentions/accounts; one-line why surfaced; include 1 source URL if present.

## Agentic tool layer
- AIHF: executed/ready/skipped + reason; planned tickers if skipped.
- TradingAgents social lens: tickers run + one useful StockTwits/Reddit observation if grounded in the JSON.

## Reports
- New full reports/deploy status if present; otherwise no new full report.

End with: Research support only; not financial advice.

Citation verifier prompt roles

{
  "common": "Fresh context citation verifier subagent. Inspect the report and structured generation data. Fetch or inspect cited URLs where possible. Pass only if citations support claims, labels/dates are honest, and calculations tie to cited public data.",
  "roles": [
    "sec-filing-and-facts",
    "market-and-social-sources",
    "citation-coverage-and-format"
  ]
}

Latest agentic layer

path
/home/hermes-vm-admin/.hermes/profiles/equityanalysis/equity-research/data/processed/agentic_equity_tools_20260602_083641.json
relative_path
data/processed/agentic_equity_tools_20260602_083641.json
generated_at
2026-06-02T08:36:41.161154+00:00
aihf_mode
readiness_only
aihf_missing_or_disabled
[
  "one_supported_llm_api_key",
  "AGENTIC_ENABLE_REAL_AIHF_not_set"
]
aihf_financial_data_mode
unauthenticated_financialdatasets_public_endpoint
tradingagents_tickers
[
  "NOW",
  "DELL"
]

Scripts on disk

cron_runner
/home/hermes-vm-admin/.hermes/profiles/equityanalysis/scripts/equity_signal_cron_runner.py
ticker_signal_pipeline
scripts/equity_signal_pipeline.py
agentic_tool_wrapper
scripts/agentic_equity_tools.py
report_generator
scripts/generate_requested_reports.py
method_page_generator
scripts/generate_pipeline_method_page.py

Machine-readable snapshot

The same method state is published as JSON for quick inspection: data/pipeline/current.json.