FinanceHermes
01 / What I built
A research question becomes a visible workflow.
FinanceHermes is an independent financial-research and education prototype. A user asks a question, the agent chooses tools, reads source material and streams its activity before returning a source-linked answer. The interface makes the research process inspectable instead of showing only a final block of text.
Research mode combines model reasoning with web search and page extraction. Learn mode narrows the available tools to a curated educational library. They share the same agent endpoint but have different tool permissions and run budgets.
02 / How the system works
A small stack, with the orchestration made explicit.
- Browser → serverless endpointStatic HTML, CSS and JavaScript send the question to a Node.js function on Vercel. The project declares no npm dependencies; provider credentials stay server-side.
- Model → tools → modelThe server calls an OpenAI-compatible model provider, reconstructs streamed tool-call arguments, runs approved tools and returns their results to the model. It supports structured calls and Hermes-style inline calls.
- Streaming → final synthesisServer-Sent Events carry status, output and tool activity to the browser. Separate timeouts and step limits bound a run before final synthesis.
03 / Grounding and quality checks
Retrieval and citations are part of the implementation.
Research uses Tavily-backed search and extraction when configured. The local learning library uses keyword ranking with stemming, title weighting and phrase bonuses. A deterministic final pass checks educational links against the library and repairs plausible but nonexistent article paths.
An offline mock harness exercises the real agent loop against controlled upstream responses, including tool-call formats, streaming events, missing credentials, Learn restrictions, link repair and optional access-code gating.
This is a research and education demo, not financial advice. A linked source is not a guarantee of accuracy. Live research depends on configured services; educational content needs review and refresh. The access-code gate is not a subscription billing system.
Build references
Agent orchestrationStreaming, provider integration, tool execution and bounded runs. Retrieval and link validationThe educational search and source-link checks behind the experience.04 / The interface
Start with the question.