HOLDINGSFOR HERMES

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Getting started

Holdings is a Hermes Desktop plugin that brings your wallets and exchange accounts into one view. This guide walks you through installing it, trying the demo, adding your first wallet and asking Holdings about what you hold.

What you need#

You need Hermes Desktop 0.22.7 or newer. You can start without any API keys, because the demo and public wallet reads work on their own.

Holdings never asks for a recovery phrase or a wallet private key. If anything ever asks you for one inside Holdings, do not type it in.

Install Holdings#

  1. Follow the install steps on GitHub.

    The Holdings README has the exact commands for adding the plugin to the Hermes profile you use with Hermes Desktop.

  2. Switch the plugin on in Hermes.

    Every Hermes Desktop plugin starts turned off. Open Capabilities, then Plugins, and switch Holdings on.

  3. Open Holdings from the sidebar.

    The first screen is a short setup guide that tracks what you have done so far.

Good to know

Hermes may let you know after install that Holdings has optional key settings. You can skip them for now. Everything on this page works without keys, and the Keys and settings page explains what each key adds.

Try the demo first#

The demo lets you look around before you connect anything. It fills Holdings with fictional balances, transfers and alerts, and it does not need any keys or a model.

  1. Choose “Just looking? Try the demo” on the setup screen.

    The button sits at the bottom of the setup guide, below the three setup steps.

  2. Look through each tab with the sample data.

    Overview, Activity, Wallets & DeFi and Alerts all fill in with sample records so you can see how each one works.

  3. Choose Exit demo when you are done.

    Leaving Holdings or restarting Hermes also clears the demo, so the next one always starts fresh.

Set up with your own data#

Until you load a real source, Portfolio shows these three steps.

  1. Add a public wallet.

    Open Portfolio, then choose Open Wallets. Enter a public address and tick the networks it uses, then read its balances. Choose Add another wallet for up to five addresses, and Holdings reads up to 12 address and network pairs at once. Holdings never asks for your wallet password or recovery phrase.

  2. Add exchange keys (optional).

    Open the Holdings plugin settings in Hermes and add read-only keys for your exchange. Return to Sources to load balances.

  3. Turn on Alert watch (optional, advanced setup).

    Follow the Holdings key setup on the Keys and settings page, then open Holdings, then Alerts. Choose wallets to watch and enable Alert watch. The same key lets this profile save supported live reviews.

Optional, advanced setup

Alert watch and saved reviews need the Holdings key. Everything else in Holdings works without it, including balances, Activity, Charts, DeFi, Ask and the demo.

Add a wallet#

Holdings reads a wallet from its public address, which is the same address you would share to receive funds. You can add up to five addresses and view them together or one at a time. Holdings reads up to 12 address and network pairs at once.

  1. Open the Wallets & DeFi tab in Holdings.

    You can also get there with the Open Wallets button in the setup guide.

  2. Paste the public address and tick the networks it uses.

    Each network has a checkbox, so one address can cover several networks. Holdings can read Ethereum, Base, Arbitrum One, BNB Chain, Robinhood Chain and Solana. A Solana address is detected automatically and is always read on Solana only.

  3. Load the wallet.

    Holdings shows each balance it found, where its price came from, and anything it could not price.

Good to know

Without a key, Holdings checks a set list of well-known tokens on each network. Add a Zerion key when you want every token, DeFi position and NFT in the wallet. The Keys and settings page shows how.

Ask Holdings a question#

The Ask Holdings button sits in the lower right corner of every Holdings page. Click it to open a chat panel on the right side. Your conversation is still there when you close the panel and open it again.

Ask Holdings sends your question and the relevant Holdings records to the model you picked in Hermes, and each answer cites the records it used. Demo records are fictional and can always be sent. Your own records go to the model only after you turn on Allow private portfolio data. If an answer doesn't match the cited records, Holdings shows its own local answer instead.

Support questions go to the model you picked in Hermes, together with the relevant help articles. Holdings does not attach your balances, keys or account settings to a support question.

A good first question is to ask what needs attention, which fees you paid in a period, or why two records were suggested as one transfer.

Where to go next#

Keys and settingsSee what works without keys and what each optional key adds. Frequently asked questionsRead why a token can show as unpriced and how alerts work. Network and privacyCheck every host Holdings can contact and what it sends. Holdings on GitHubRead the full README, security notes and source code.

Holdings is an independent community plugin for Hermes Agent. It is not affiliated with, endorsed by or sponsored by Nous Research. Holdings shows records and provider estimates, and it does not give financial or tax advice.