pftui | portfolio intelligence in your terminal
Description: pftui is a local-first portfolio terminal for self-directed investors and technical operators. Track positions, markets, macro, sentiment, news, and analytics in one system.

pftui

# portfolio intelligence in your terminal

Track positions, markets, macro, sentiment, news, and analytics in one system, with a browser dashboard and a structured CLI your AI agent can work with directly.

`curl -fsSL https://raw.githubusercontent.com/skylarsimoncelli/pftui/master/install.sh | bash`

Re-run to upgrade. Your data is preserved.

Equities Crypto Forex Commodities Macro Sentiment News
pftui
$ pftui
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## Why pftui

A local-first system for investors and technical operators who want their portfolio, market context, and research state in one place.

### One system, not five

Portfolio tracking, watchlists, markets, macro, news, and research state in one place instead of across scattered apps and spreadsheets.

### Built for daily use

Fast, keyboard-driven, practical enough to live in every day, with both a terminal UI and a web dashboard backed by the same local data.

### Agent-ready

Every major feature is accessible through the CLI with structured JSON output, so humans and agents can work from the same live state.

## See it in action

A quick look at pftui across the terminal UI, web dashboard, analytics views, and CLI.

Positions, live prices, allocation, sparklines, and interactive price chart

Buy/sell history with cost basis tracking

Macro indicators, regime detection, predictions, and economic calendar

Technical indicators, correlations, and portfolio analysis

Browser-based dashboard backed by the same local data

Global search across positions, watchlist, and market data

Economy dashboard with macro indicators and regime analysis

TradingView charts, technicals, transactions, and news

Agent-ready CLI, with structured output available across the system

## Install anywhere

Use the install script for the fastest path. Re-running it upgrades pftui while preserving your local data and config.

### curl install script

Fastest path for Linux and macOS.

`curl -fsSL https://raw.githubusercontent.com/skylarsimoncelli/pftui/master/install.sh | bash`

## Recommended setup

Ask Claude Code, Codex, or OpenClaw to install pftui and set it up with you. Your agent can read `AGENTS.md`, configure your watchlist, and walk you through the system.

Read AGENTS.md in the pftui repo: https://github.com/skylarsimoncelli/pftui
Install pftui, help me set up pftui with my portfolio and watchlist, and walk me through the functionality

## For human operators

pftui’s core experience is a fast, keyboard-driven interface built for daily portfolio and market monitoring.

### Terminal UI

Track positions, transactions, markets, macro, watchlists, news, and journal state in one place, with braille charts, fast navigation, and privacy mode built in.

### Web dashboard

Use the same local data through a browser with responsive layouts, TradingView charts, click-through asset views, and auto-refreshing pages.

### Daily workflow

Designed to replace scattered tabs and spreadsheets with one practical system you can actually live in every day.

## For AI agents

Every major feature is available through the CLI with structured output, so agents can refresh data, inspect state, update research, and contribute to the same system the human operator uses.

### Shared live state

Your agent can refresh market data, inspect portfolio state, manage watchlists, record notes, review macro conditions, and generate briefs through the same local database and CLI.

### Automated workflows

Run morning briefs, market-close summaries, weekly reviews, scenario tracking, and monitoring loops without building a separate stack around the product.

### Bidirectional collaboration

Agents do not just read data. They can update scenario probabilities, log evidence, set conviction scores, and write notes that remain reviewable and queryable over time.

Agent morning routine

    $ pftui refresh
    12 sources updated, 84 symbols, regime classified

    $ pftui brief --json
    {"value": 287345, "regime": "risk-off", "movers": [...]}

    $ pftui conviction set GC=F --score 4 --notes "War + BRICS"
    Gold conviction: +4 (strong bullish)

    $ pftui agent-msg send "All 4 layers agree: gold bullish"
    Message logged to cross-layer feed

Full agent guide: AGENTS.md AI layer docs: docs/AI-LAYER.md

## Agent-ready CLI

Every major feature is available as a composable CLI primitive, with structured output available across the system.

$ pftui refresh
✓ Prices (51) ✓ Macro (18) ✓ COT (4) ✓ F&G ✓ Predictions (50) ✓ News (47) ✓ COMEX (2)
$ pftui value
Portfolio: $287,345.42 (+$3,892 / +1.5%) Cash: 35% │ Comd: 30% │ Crypto: 25%
$ pftui macro
DXY 98.86 RSI 56 │ VIX 29.5 ⚠️ │ 10Y 4.13% │ Gold $5,181 │ Oil $91.27 RSI 89 🔥
$ pftui sentiment
Crypto F&G: 🔴 10 Extreme Fear │ COT Gold: 🟢 Net Long 142k (+8k) │ Oil: 🟢 264k
$ pftui movers
▲ Oil +12.7% │ ▲ VIX +24.2% │ ▲ Silver +3.7% │ ▼ BTC -6.0% │ ▼ GLXY -9.6%
$ pftui sector
XLE +4.2% │ GDX +3.1% │ XLU +1.8% │ XLK -2.1% │ SMH -3.7%
$ pftui predictions --category crypto
BTC >$100k by Dec? 45% ↓ │ ETH flippening? 8% → │ Stablecoin regulation? 72% ↑
$ pftui supply
Gold COMEX: 18.2M oz (Reg 89%) │ Silver COMEX: 25.7M oz │ Reg Ratio declining ▼
$ pftui calendar --impact high
🔴 CPI Mar 12 (5d) │ 🔴 FOMC Mar 17 (10d) │ 🔴 NFP Apr 3 │ 🔴 GDP Mar 27
$ pftui eod
$287,345 +$3,892 │ 7 movers >3% │ VIX 29.5 ⚠️ │ F&G 🔴 10 │ Next: CPI in 5d
$ pftui drift
Cash: 35% (target 40%) ⚠️ +9pp │ Gold: 25% ✓ │ BTC: 19% ✓ │ Equity: 10% ✓
$ pftui brief --agent --json
{"value":287345,"pnl":3892,"movers":[...],"macro":{...},"regime":"risk-off"}

## Architecture

pftui is built as a four-layer intelligence stack. The aggregation engine collects and computes. The database stores and shares. The analytics engine interprets across timeframes. The AI layer acts on the interpretation.

## Data Aggregation Engine

One `pftui refresh` pulls from 19 data sources, caches everything locally, and runs pre-processing on top of the raw data. By the time anything else reads from the database, the heavy numerical work is already done.

### What it collects

Equity, crypto, commodity, and forex prices across 84 symbols. CFTC Commitments of Traders positioning. COMEX warehouse inventory. BLS economic data across 101 series. World Bank indicators for 8 economies. Polymarket odds. Fear and Greed indices. Economic calendar. Financial news from RSS feeds and Brave Search. BTC on-chain data and ETF flows.

### What it computes

RSI, MACD, SMA, and Bollinger Bands across all symbols. Rolling cross-asset correlation matrices. Market regime classification with confidence scoring. Daily change detection and threshold alerts. FX normalization for multi-currency portfolios. Prediction market probability shifts.

### Why it matters

The Analytics Engine does not re-derive technicals from raw price data. It reads pre-computed indicators from the database and asks the higher-order question: what does RSI 89 on oil mean given the current war scenario? The aggregation layer handles compute. The analytics layer handles interpretation.

$ pftui refresh

    $ pftui refresh

    ✓ FX rates        (7 currencies)
    ✓ Prices          (84 symbols, RSI/MACD/SMA computed)
    ✓ Correlations    (33 cross-asset pairs)
    ✓ Regime          (risk-off, confidence 0.85)
    ✓ Predictions     (4 markets from Polymarket)
    ✓ News            (116 articles via Brave + RSS)
    ✓ COT             (4 reports from CFTC)
    ✓ Sentiment       (2 indices)
    ✓ Calendar        (3 upcoming events)
    ✓ Economy         (101 BLS series)
    ✓ World Bank      (160 global indicators)
    ✓ On-chain        (ETF flows, BTC metrics)

No API keys required for core sources Full pipeline docs: docs/DATA-AGGREGATION.md

## Database

The shared state layer for everything. The aggregation engine writes price caches and economic data. The analytics engine writes scenarios and convictions. The AI layer writes agent messages and predictions. Every layer's output becomes queryable input for every other layer.

🏦

### 46 tables, one source of truth

Transactions, price history, COT positioning, COMEX inventory, BLS economic data, World Bank indicators, sentiment indices, prediction markets, scenarios, convictions, trend tracking, agent messages. All normalised, all queryable.

🔐

### Full data sovereignty

SQLite by default, PostgreSQL for production. No cloud sync. No third-party accounts. Back it up, version it, query it directly. Your data stays yours.

📐

### Shared state, not a pipe

An agent reads regime classification, combines it with scenario probabilities, and writes a conviction score consumed elsewhere in the system. The database is where all layers meet.

⚡

### Compounds over time

Day one is a snapshot. Day thirty is a month of cross-asset history. Day three hundred is a proprietary dataset most retail investors never build. The longer you run it, the more powerful it becomes.

## Multi-timeframe Analytics Engine

Four intelligence layers operating simultaneously across different time horizons. Each uses different data, updates at different frequencies, and produces different signals. When all layers align on an asset, that is the highest conviction signal in the system.

### LOW: hours to days

Prices, volatility, sentiment, regime classification, correlations, calendar events, and triggered alerts. Updated every refresh cycle. Tactical signals: what is happening right now.

### MEDIUM: weeks to months

Macro scenarios with probabilities, versioned thesis, conviction scores per asset, research questions, economic data, and user predictions with accuracy scoring. Updated daily. Directional signals: which narratives are winning.

### HIGH: months to years

Structural trends like AI disruption, nuclear renaissance, and commodity supercycles. Each trend has a direction, evidence log, and per-asset impact mapping. Updated weekly. Thematic signals: what forces are reshaping markets.

### MACRO: years to decades

Empire lifecycle analysis with power metrics across 8 dimensions, structural cycles with stage tracking, long-term outcome probabilities, and historical parallels. Updated weekly. Structural signals: where are we in the big cycle.

$ pftui analytics summary

    $ pftui analytics summary

    LOW       risk-off regime | VIX 29.5 | 3 alerts triggered | 7 movers
    MEDIUM    war scenario 45% | gold conviction +4 | Fed 75bp pricing
    HIGH      commodity supercycle accelerating | AI displacement evidence
    MACRO     US Stage 5 to 6 transition | 1973 parallel similarity 8/10

    ALIGNMENT: gold bullish across all four timeframes

Signals flow upward through layers. Context flows downward. Full docs: docs/ANALYTICS-ENGINE.md

## Why operators switch

| pftui | Yahoo Finance | Bloomberg Terminal | Spreadsheets
--- | --- | --- | --- | ---
Live Prices | ✓ | ✓ | ✓ | Manual
Charts | Braille + TradingView | Basic | Professional | No
Technical Analysis | ✓ | Limited | ✓ | Manual
Macro Dashboard | ✓ | No | ✓ | No
Runs in Terminal | ✓ | No | No | No
Privacy | Local SQLite or your Postgres | Cloud | Enterprise | Local
Persistent Local DB | 18 tables, compounds daily | No | Proprietary | Manual
Agent-ready CLI | 30+ commands, structured output | No | Bloomberg API ($) | No
Data Centralisation | 10+ sources, one refresh | 1 source | ✓ | Manual
Multi-Timeframe Analytics | LOW / MEDIUM / HIGH / MACRO engine | No | Partial | No
AI Agent Integration | ✓ | ✗ | ✗ | ✗
AI Layer Workflows | Briefs, scenarios, conviction loops | No | Custom build | Manual
Cost | Free | Free | $24k/year | Free

## Intelligence Reports

Monthly macro intelligence produced by pftui's multi-timeframe analytics engine. Four specialist agents analyze markets across different time horizons, and an Opus-level synthesis layer produces scenario-weighted outlooks with falsifiable predictions.

### 📊 Latest: Current Outlook for Remainder of 2026

March 2026 newsletter covering BTC cycle analysis, gold structural thesis, equity valuations, recession probability, AI economic impact, and the Iran conflict. Includes cross-asset correlation mapping and portfolio allocation frameworks for three investor profiles.

Read the March 2026 report →

### How it works

Each report ingests the full pftui database state: scenario probabilities, conviction scores, prediction accuracy, structural cycles, power metrics, and agent messages across all four timeframe layers. Live web research verifies every data point. The result is an evidence-weighted outlook where every probability is backed by specific data, every prediction is falsifiable, and every claim is sourced.

### What is covered

Each issue covers the major macro themes driving markets. Scenario analysis with probabilities that sum to 100%. Historical parallels with specific dates and outcomes. Cross-asset correlation maps showing how themes interact. Portfolio allocation frameworks for conservative, balanced, and conviction-driven investors. All data sourced from pftui's PostgreSQL-backed aggregation engine.

All reports: newsletter/ Report skill: agents/intelligence-report/

## Built in the open

MIT licensed. Written in Rust. 1100+ tests. Agent operator guide included. Actively developed.

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