Blog on

My Portfolio Management Routine: pp-cli, Obsidian, and Claude Code Agents

Sat, 13 Jun 2026 00:00:00 +0000

Why a Routine Beats a Dashboard

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.

pp-cli: Giving AI Agents Access to Your Personal Portfolio

Mon, 13 Apr 2026 00:00:00 +0000

The Problem with Personal Finance Data

Most personal finance tools are designed for humans staring at screens. Portfolio Performance is a great example — it’s a powerful, open-source desktop application for tracking investments, but all that rich data is locked behind a GUI. If you want to build automated workflows, run analytical scripts, or let an AI agent reason about your portfolio, you’re stuck.

That’s why I built pp-cli — a command-line tool written in Go that queries Portfolio Performance XML files directly from the terminal.

Breaking Free from Silos: Syncing Obsidian Tasks with CalDAV

Thu, 12 Feb 2026 00:00:00 +0000

Introduction

As an Obsidian power user, I’ve built my entire knowledge management and task tracking workflow around markdown files. The flexibility is unmatched—everything is plain text, future-proof, and fully customizable. However, this approach has one significant limitation: your tasks live exclusively inside Obsidian.

This creates a problem. What happens when you’re on your phone and need to quickly check your todo list? Or when you want to integrate tasks with your calendar appointments? Or when you need to share tasks with family members who don’t use Obsidian?

Supercharge Your Workflow: Combining Obsidian and Microsoft Loop

Sun, 05 Oct 2025 00:00:00 +0000

Introduction

Obsidian is a powerful personal knowledge management system, while Microsoft Loop is a collaborative workspace designed for teams. Using them together allows for enhanced personal productivity and seamless collaboration, bridging the gap between private note-taking and team collaboration.

Unfortunately, as of the date of this blog post, integrating with Microsoft Loop is not a straightforward task, making it challenging to find a seamless workflow combining both tools.

Why Obsidian and Loop?

Obsidian

Integrating Agno with Open WebUI: A Quick Start Guide

Sat, 21 Jun 2025 00:00:00 +0000

I’ve been using Open WebUI as my main frontend for interacting with large language models. It’s open-source, flexible, and future-proof enough to accommodate new models and use cases as they appear. Recently I started exploring Agno, an open-source agent framework with solid documentation and lots of examples. Here’s a quick, repeatable setup to run Agno agents from Open WebUI.

Prerequisites

Open WebUI installed and running
Internet access to fetch the Agno integration script
A basic familiarity with Open WebUI’s UI (import/install scripts)
An Agno API instance running (see the examples for a quick start)

Integration Setup

I published the script on the official Open WebUI Homepage: Link.

Integrating Obsidian with Microsoft Office Using Power Automate and OneDrive

Thu, 13 Feb 2025 00:00:00 +0000

In my previous blog post, I discussed my use of Obsidian, a powerful note-taking tool that allows for a personal knowledge base built from Markdown files, in both my personal and professional life. However, while Obsidian is an incredible tool, it faces challenges in the corporate environment, particularly where Microsoft Office and other traditional suites are prevalent. Many professionals find it difficult to integrate their note-taking and task management within Obsidian when these systems dominate their workflow.

Simplified Time Logging in Obsidian

Sun, 24 Nov 2024 00:00:00 +0000

It’s Friday, 5 pm, and you need a simple overview of your project activities for the week — how much time you spent on them, either for invoicing purposes or just for your own personal review of what you’ve accomplished. If you, like me, heavily use Obsidian, there are a few possibilities to do this, but most of them tend to be too complex and don’t really fit my simplified, journal-based workflow in Obsidian. This blog post presents a simple solution.

Obsidian Journal across Vaults

Wed, 18 Sep 2024 00:00:00 +0000

Personally, Obsidian became my go-to tool for most aspects of organizing myself both privately and professionally. From general note-taking, knowledge management, meeting notes, task management, goal management, journaling, to even writing blog posts like this one. If you look at the large Obsidian community, the plugin ecosystem, and the many articles in this area, it needs no further selling. And we are not even starting on the personal and privacy-related aspects yet…