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.

Claude-Code on

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

Why a Routine Beats a Dashboard