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Read some of my insights and thoughts on this page by me.

Latest Post

Jun 13, 2026

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

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.

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About me

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Hello! I’m Felix, a passionate development architect with over 10 years of experience in the technology industry. Throughout my career at a leading software giant, I’ve had the privilege of spearheading large-scale development projects that drive innovation and deliver meaningful results.

My enthusiasm lies in orchestrating dynamic teams and navigating the complexities of development management to bring visionary ideas to life. I thrive in environments where leadership, strategic planning, and collaborative problem-solving are key to success.

Beyond my professional endeavors, I’m deeply fascinated by knowledge management and the concept of a “second brain.” I utilize tools like Obsidian to organize thoughts, streamline workflows, and enhance personal productivity. This passion extends to exploring and sharing insights on effective knowledge management practices.

On this website, I publish my general thoughts, experiences, and insights on technology, and personal development. Whether you’re a fellow professional, a curious learner, or someone looking to optimize their own workflows, I hope you’ll find something valuable here.

Thank you for visiting, and feel free to reach out or connect!

Projects

  • obsidian-cc-launcher

    Obsidian plugin to launch Claude Code CLI sessions directly from CLAUDE.md files in your vault.

    Obsidian TypeScript AI

  • pp-cli

    CLI tool for querying Portfolio Performance XML files from the terminal, without opening the GUI application.

    Go Finance CLI

  • obsidian-tasks-caldav

    Obsidian plugin for bidirectional task synchronization between your vault and CalDAV servers.

    Obsidian TypeScript CalDAV

  • openwebui-agno-agent-integration

    ai open-webui llm