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Building Hermes Financial Agent: An Explainable AI Copilo...
Mohamed Osama · 2026-06-01 · via DEV Community
Cover image for Building Hermes Financial Agent: An Explainable AI Copilot for EGX Investors

Mohamed Osama

Overview

I built Hermes Financial Agent — an AI-powered financial assistant for investors in the Egyptian Exchange (EGX).

The goal: not just calculate portfolio value, but explain risks in a transparent, auditable way.

Features

  • Real EGX market data via Yahoo Finance
  • Portfolio tracking and valuation
  • Daily financial reports
  • Telegram-user portfolio isolation
  • Cached quote fallback for resilience
  • Explainable risk insights

Explainable Risk Intelligence

Unlike traditional trackers, Hermes surfaces:

  • Portfolio concentration risk
  • Stale market data exposure
  • Quote coverage percentage
  • Valuation gaps from unavailable data

Users understand confidence level behind their valuation — not just the number.

Technical Stack

  • Hermes Agent framework
  • Python
  • GitHub Actions (automated smoke testing)
  • Offline-safe quote fallback architecture

Repository

🔗 GitHub Repository

Future Roadmap

  • News sentiment analysis
  • Investment thesis tracking
  • Market briefing generation
  • Advanced financial reasoning agents

hermeschallenge