Hermes Atlas
Skills & skill packs

Robinhood Agent Skill

uzairansaruzi/robinhood-agent-skill

Read-only Robinhood portfolio skill for Hermes Agent and other MCP-compatible agents

In short

Robinhood Agent Skill is a skill for Hermes Agent, OpenClaw, Claude Code, Codex and other MCP-compatible agents that gives them read-only access to a Robinhood portfolio. It pairs with the robinhood-mcp server and adds a cache-first strategy and research workflows.

What Robinhood Agent Skill does

The skill depends on the robinhood-mcp server, which supplies 13 MCP tools for portfolio equity, positions, watchlists, quotes, fundamentals, historical prices, news, earnings, analyst ratings, dividends, options positions and symbol search. Access is read-only. On Hermes Agent it installs with hermes skills install, either directly or through the skills tap system.

A cache-first strategy stores portfolio data at ~/.hermes/data/robinhood/portfolio_cache.json with a 15-minute staleness threshold, and python3 scripts/refresh_cache.py refreshes it manually. Research workflows add per-ticker entity pages, a research queue for tickers you are evaluating, and change detection between snapshots. Optional Obsidian integration writes dated, immutable portfolio snapshots. Configuration templates are included for Claude Code, Codex CLI, OpenCode, Cline and Windsurf.

Key features

  • Read-only access to positions, quotes, fundamentals and watchlists
  • 13 MCP tools including earnings, analyst ratings, dividends and options positions
  • Cache-first portfolio data with a 15-minute staleness threshold
  • Per-ticker research pages and a research queue
  • Change detection between portfolio snapshots
  • Optional Obsidian vault snapshots

When to use it

  • Asking a Hermes agent for current positions and cost basis
  • Pulling earnings dates and analyst ratings before reviewing a holding
  • Tracking tickers you are evaluating but have not bought

Who it is for: Robinhood account holders who run Hermes Agent or another MCP-compatible agent and want portfolio research from chat.

How it fits with Hermes Agent

Written with Hermes Agent first in mind: it installs with hermes skills install, supports hermes skills tap, uses an mcp_servers block in ~/.hermes/config.yaml and caches data under ~/.hermes/data. It also supports OpenClaw, Claude Code, Codex CLI and others.

How to install Robinhood Agent Skill

These commands are copied from the project's README. Check the repository for the latest steps before you run them.

hermes skills install uzairansaruzi/robinhood-agent-skill/robinhood

Requirements: The robinhood-mcp server (run with uvx) and ROBINHOOD_USERNAME and ROBINHOOD_PASSWORD environment variables; ROBINHOOD_TOTP_SECRET only if you use an authenticator app

Note: Setup requires your Robinhood username and password, and optionally a TOTP secret, to be exported as environment variables for the MCP server.

FAQ

What is Robinhood Agent Skill?

Robinhood Agent Skill is a ready-to-use skill that gives AI agents read-only access to your Robinhood portfolio. It covers positions, quotes, fundamentals, news, earnings, analyst ratings, dividends and options positions.

How do I install Robinhood Agent Skill?

On Hermes Agent, run hermes skills install uzairansaruzi/robinhood-agent-skill/robinhood. You can also add the repository as a tap with hermes skills tap add and install robinhood from there, then configure the robinhood-mcp server in ~/.hermes/config.yaml.

What do I need to run Robinhood Agent Skill?

You need the robinhood-mcp server, started with uvx, and your Robinhood username and password set as environment variables. A TOTP secret is needed only if you use an authenticator app instead of SMS.

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