For years my “portfolio management” was opening Portfolio Performance once in a while, staring at green and red numbers, feeling something, and closing it again. That isn’t a process — it’s a mood. What I actually wanted was a routine: a repeatable check-in where I screen for new ideas, review what I already hold, and write down why I did what I did.
Three pieces make that routine work for me today: a small CLI that liberates my portfolio data, Obsidian as the place where every decision lives, and Claude Code agents that do the heavy lifting on a schedule. Here’s how they fit together.
Read more