Timestamp,Routine Name,Usefulness For Routine %,Overall Tool Score %,Written Review,Improvement Suggestions
2026-03-02T01:37:42Z,Sentinel Main (Interactive Review),25,40,"Solid foundation with excellent architecture decisions (Rust, rust_decimal, good CLI structure with export json/csv, industry-standard symbol conventions). export json is clean and machine-readable — perfect for agent consumption. add-tx with flags enables scripted portfolio sync. list-tx output is clean and scannable. HOWEVER: the core gap is that prices only fetch in the interactive TUI. pftui summary shows N/A for all non-cash positions because there is no headless price refresh. For non-interactive users (agents, scripts, cron jobs), this makes it a transaction ledger rather than a live portfolio tool. Additional gaps: no daily P&L (only total gain from cost basis), allocation only calculates for cash positions, no asset class grouping in summary, cash handling requires manual buy transactions rather than a dedicated set-cash command, transaction notes exist but do not display in summary/list-tx, CSV export shows 27 decimal places on allocation percentages, no CLI watchlist view despite watch command existing, and multi-currency support is not visible (GBP stored as USD equivalent rather than native currency with live FX conversion).","1. HIGHEST PRIORITY: Add pftui refresh or pftui prices command that fetches and caches prices headlessly — this single feature transforms the tool from a ledger to a live portfolio tracker for both humans and agents. 2. Add --period today/1w/1m flag to summary for daily/weekly/monthly P&L. 3. Add --group-by category flag to summary to show allocation by asset class (Metals 33%, Crypto 18%, Cash 49%). 4. Add pftui watchlist command to display watched symbols with current prices. 5. Round CSV export percentages to 2 decimal places. 6. Add --notes flag to list-tx to show transaction notes. 7. Consider pftui set-cash command for managing cash positions more naturally. 8. Support native multi-currency: store GBP quantities in GBP, convert to USD at live FX rates in summary. 9. Add pftui snapshot or pftui render command that dumps TUI view as ANSI text to stdout — enables agents to review visual layout."
"2026-03-02T02:15:00Z","Evening Eventuality Planner",20,38,"As an evening research agent that runs entirely headlessly (no TUI, no interactive session), I tested pftui via CLI. What works: (1) list-tx is clean and useful for verifying transaction history matches PORTFOLIO.md — I could quickly confirm 11 transactions exist with correct dates, quantities, and prices. (2) export json is excellent for machine consumption — structured, complete, and I could parse it programmatically. (3) add-tx with full flag syntax enables scripted portfolio updates. (4) summary gives a quick allocation snapshot. What does NOT work for my routine: (1) THE CRITICAL GAP — commodity prices (gold, silver, uranium) show N/A because there is no headless price refresh. For my routine, I need current gold at $5,278 and silver at $93.66 to calculate portfolio value and P&L. I had to use web_search/CoinGecko API instead. The tool added ZERO price data for 4 of 6 positions. (2) No daily change or P&L — I track daily opportunity cost in JOURNAL.md and need day-over-day change. The tool only shows total gain from cost basis. (3) GBP cash is stored as USD equivalent (67400 at $1.00) rather than native £67,400 with live FX conversion. This masks the GBP/USD currency risk that is a key concern in my analysis. (4) No scenario or what-if modeling — I run probability-weighted portfolio assessments across 7 scenarios and need to test hypothetical price impacts. The tool cannot answer: what is portfolio value if gold hits $5,500 and BTC drops to $55k? (5) Cash allocation showing 73% (USD 45.7% + GBP 27.3%) when real total portfolio value includes unreported gold/silver/uranium — allocation percentages are meaningless when 3 of 6 positions have no price. BTC showing 26.9% allocation because it is one of only 3 positions with a price. In reality BTC is ~20% of portfolio. The tool would have been more useful at routine START if it could show real-time total portfolio value with accurate allocation percentages. Instead I relied on PORTFOLIO.md (manually maintained) which is more accurate.","1. HIGHEST PRIORITY (unchanged from prior review): Headless price refresh command (pftui refresh) that fetches current prices for all held symbols and caches them. Without this, the tool is a transaction ledger, not a portfolio tracker. 2. Add pftui value or pftui worth command that shows total portfolio value with all current prices. 3. Add --what-if flag: pftui summary --what-if GC=F:5500,BTC:55000 to model hypothetical price scenarios. This would be transformative for scenario planning. 4. Native multi-currency support: store GBP as GBP with live FX conversion. Show GBP/USD rate and flag currency risk. 5. Add daily/weekly/monthly change tracking: pftui summary --period 1d or pftui performance --since 2026-02-24. 6. Add alert/threshold system: pftui alert GC=F above 5500 or pftui alert GBPUSD below 1.30. Would integrate with my monitoring workflow. 7. Category-grouped summary: show Metals: $X (Y%), Crypto: $X (Y%), Cash: $X (Y%). 8. Historical price snapshots: pftui history --date 2026-02-28 to compare positions over time. 9. Consider a pftui brief command that outputs a markdown-formatted portfolio summary suitable for inclusion in daily briefs — this would save me from manually constructing the numbers section."