date,reviewer,usefulness_pct,overall_pct,category,severity,description
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."
2026-03-02T20:02:12Z,Sentinel Main TUI Review,75,78,"As a financial expert evaluating pftui as a daily dashboard for serious portfolio management, I find a tool with excellent visual design and strong foundational concepts but missing critical features for professional use. STRENGTHS: (1) TAB 1 (Positions) homepage is impressive — information hierarchy is sound with allocation % prominently sorted, sparklines add genuine value for trend assessment, the ticker tape shows relevant macro context, and the right sidebar provides focused detail. The allocation bars clearly communicate portfolio structure. (2) Visual design is polished with consistent gruvbox theming, proper use of Unicode symbols, and good information density without clutter. (3) Portfolio sparkline and performance metrics (1D/1W/1M/3M) provide valuable historical context. (4) Markets and Economy tabs show appropriate instruments for macro-focused investing. CRITICAL GAPS FOR PROFESSIONAL USE: (1) Day P&L is completely missing — this should be the FIRST number a portfolio manager sees. The homepage shows total portfolio gain (+1.5%) but no daily change dollar amount or percentage. For a $370k portfolio, daily movements of $5-15k are routine and need immediate visibility. (2) No sector/category-based allocation analysis. The allocation bars show asset-level breakdown but miss the critical view of Cash 49%, Commodities 33%, Crypto 19%. A macro investor thinks in asset classes, not individual symbols. (3) No correlation or relative performance indicators. Tab 1 should flag when Gold is up 2% while Silver is down 3% — that divergence matters for a metals-focused portfolio. (4) Missing benchmark comparison. How is this portfolio performing vs SPY, Gold, or a custom benchmark? (5) No alerts or threshold monitoring. Professional tools flag when VIX spikes above 25 or DXY breaks key levels. (6) Watchlist tab is empty and provides no guidance on what it could accomplish. TAB-SPECIFIC ANALYSIS: Tab 2 (Transactions) is functional but basic — missing running balance, cumulative cost basis, or derived analytics. Tab 3 (Markets) shows correct instruments but needs mini-charts, heat maps, or correlation matrices for genuine analytical value. Tab 4 (Economy) lists the right indicators but lacks context — show last release date, consensus vs actual, trend arrows. Overall assessment: This is 70% of the way to a professional dashboard but missing the analytical depth that separates portfolio management tools from simple position trackers.","1. ADD DAILY P&L TO HOMEPAGE: Most important missing feature. Display daily change in $ and % prominently in header and as first line in positions table. Professional portfolios require immediate daily performance visibility. 2. SECTOR-BASED ALLOCATION VIEW: Add toggle or secondary view showing allocation by category (Cash, Commodities, Crypto, Equities). Include sector sparklines and performance. 3. CORRELATION ANALYSIS: Add correlation heatmap or divergence alerts. Flag when Gold/Silver spread widens, or when BTC decouples from tech stocks. 4. BENCHMARK COMPARISON: Add benchmark selection (SPY, Gold, Custom) and show relative performance metrics. Display alpha and beta calculations. 5. ALERT SYSTEM: Add configurable alerts for price thresholds, volatility spikes, correlation breaks. Integrate with notification systems. 6. ENHANCED MARKETS TAB: Replace simple price list with heat map visualization, mini-charts, and momentum indicators. Show volume, RSI, or technical signals. 7. MACRO CONTEXT INTEGRATION: Connect economy indicators to portfolio impact. If CPI comes in hot, highlight inflation-sensitive holdings (Gold, Commodities). 8. RISK METRICS: Add portfolio VaR, maximum drawdown, Sharpe ratio. Show position sizing relative to volatility. 9. SCENARIO ANALYSIS: Add 'what-if' capability for stress testing portfolio under different market conditions. 10. WATCHLIST SOPHISTICATION: Transform empty watchlist into actionable monitoring with entry/exit levels, technical signals, and news integration."
2026-03-03T16:36:00Z,Morning Market Research,65,72,"The pftui brief and summary commands are now genuinely useful for my routine. WHAT WORKED: (1) pftui brief produced a clean markdown portfolio summary with top movers, allocation percentages, and gain/loss — this is 80% of what I need for the portfolio positioning section of my daily brief. Gold -3.7%, Silver -6.4%, BTC +3.0% matched my independent price data closely. (2) pftui summary gave me a quick tabular view of all positions with cost basis and current gain — useful for updating the trade tracker in JOURNAL.md. (3) set-cash command worked perfectly for adjusting GBP/USD cash splits after currency conversions. (4) The snapshot command renders a beautiful TUI with allocation bars, sparklines, market ticker tape, and asset charts — impressive visual design. (5) pftui value gives instant portfolio total ($353.2k) with gain/loss — saves me from manual calculation. (6) history --date shows historical portfolio state — useful for comparing positions over time. WHAT DID NOT WORK: (1) GBP cash stored as 25000 at $1.00 instead of native GBP with FX conversion — this masks the GBP/USD currency risk that is my #1 portfolio concern today (1.330, 2.3% from risk level). The tool shows 7% GBP allocation but does not flag currency exposure. (2) Brief shows U.UN at +31.0% gain which seems wrong — my PORTFOLIO.md shows uranium at -4.8% from $21 entry. Price discrepancy suggests stale or incorrect market data. (3) No daily P&L still — brief shows total gain from cost basis but I need day-over-day change for my opportunity cost ledger. (4) No alert system — I manually check if VIX breached 25 or GBP hit 1.30 instead of the tool flagging it. (5) Portfolio 3M chart says Waiting for data — historical tracking not yet populated. OVERALL: The tool saved me 2-3 minutes on portfolio value calculation and provided a useful cross-check on my independently-fetched prices. The brief command is the most valuable feature for my routine. But for a morning research agent running in a war environment with extreme volatility, I still need my fetch_prices.py script for real-time data, RSI, MACD, and SMA calculations that pftui does not provide.","1. NATIVE FX SUPPORT: Store GBP as GBP with live GBPUSD conversion. Flag currency exposure as a risk metric. Show What GBP cash is worth in USD today vs yesterday. 2. FIX U.UN PRICE DATA: Uranium showing +31% gain when actual position is -4.8%. Investigate data source accuracy for Canadian-listed securities. 3. ADD DAILY P&L: Show 1D change in $ and % for each position and portfolio total. This is the single most requested feature across all reviews. 4. ADD TECHNICAL INDICATORS: RSI, SMA50, MACD for held positions. My fetch_prices.py script provides these but pftui could integrate them into the brief/summary. 5. ADD ALERT/THRESHOLD SYSTEM: pftui alert GBPUSD below 1.30 or pftui alert ^VIX above 25. Would transform the tool from passive display to active monitoring. 6. POPULATE HISTORY: The Portfolio 3M chart says Waiting for data. Ensure historical snapshots are being cached daily for trend analysis. 7. ADD BENCHMARK: Show portfolio performance vs SPY, Gold index, or custom benchmark in the brief output. 8. BRIEF FORMATTING: Add a What Changed Today section to the brief showing largest daily movers and any triggered alerts."
2026-03-03T20:02:44.607960Z,Sentinel Main TUI Review,85,82,"VISUAL/UX EXCELLENCE: Outstanding interface design with professional information density. Tab 1 (Positions) delivers superb at-a-glance portfolio view with allocation bars, sparklines, 52W ranges, and genius macro ratio charts (DXY/Gold, DXY/SPX, DXY/BTC) in sidebar. Scrolling ticker provides perfect market pulse. Beautiful catppuccin theme and excellent keyboard navigation rival Bloomberg terminal aesthetics.

INFORMATION ARCHITECTURE: Tab 3 (Markets) provides comprehensive asset coverage with categorization and 7-day sparklines. Tab 4 (Economy) covers key indicators with helpful trend arrows. Transaction log (Tab 2) is clean and functional. Watchlist (Tab 5) shows basics well.

STRENGTHS: (1) Perfect balance of information density vs readability, (2) Sparklines and mini-charts add genuine analytical value, (3) Real-time data integration works flawlessly, (4) Keyboard shortcuts feel intuitive for power users, (5) Portfolio timeline chart shows trajectory clearly.","HIGH IMPACT: (1) Add total P&L dollar amounts to main positions view—percentages alone insufficient for quick assessment, (2) Implement sector/category grouping in positions (separate Cash/Commodities/Crypto/Equities sections), (3) Add cost basis columns to positions view, (4) Enhance watchlist with price alerts, entry/exit targets, and notes per symbol.

MEDIUM IMPACT: (1) Expand Economy tab with CPI/PPI/employment/GDP/PMI data plus last release dates, (2) Add running balance calculations to transaction history, (3) Include market cap/volume data for equities and crypto, (4) Add portfolio risk metrics (drawdown, Sharpe ratio, volatility).

WORKFLOW OPTIMIZATION: (1) Add alert/notification system for significant moves, (2) Implement transaction filtering and search, (3) Add heat map visualization option for market overview, (4) Enable export formats (CSV/Excel) for analysis."
2026-03-03T22:30:00Z,Market Close,72,68,"pftui was the primary data source for this Market Close routine — `refresh` + `brief` gave me instant closing prices for all held assets with 1D change, allocation %, and gain/loss. The brief markdown format is clean and agent-ready. `watchlist` gave quick cached prices for 11 tracked symbols. The `summary` command provides a tighter tabular view useful for quick checks. `history --date` is valuable for day-over-day comparison. HOWEVER: the routine still required the Python fetch_prices.py script for 6 critical macro indicators pftui doesn't cover (DXY, S&P 500, VIX, 10Y yield, GBP/USD, oil WTI, copper) — AND their RSI/MACD/SMA50 technicals. I also had to fall back to web_search + yfinance for 21 additional watchlist symbols (GOOG, META, AMZN, ORCL, INTC, AMD, AVGO, QCOM, SMCI, CRWV, ASTS, BKSY, LUNR, RDW, SPOT, TGT, NFLX, UBER, CAT, FCX, SNDK) because they're not in the pftui watchlist. The `history` command omits cash positions — showed $184k total instead of $362k for Mar 2, which is confusing for portfolio value tracking. The 1D P&L in `brief` worked well and matched my manual calculations. No crashes or errors this session.","1) MACRO DASHBOARD: `pftui macro` command showing DXY, S&P, VIX, 10Y, oil, GBP/USD, copper with technicals — this single feature would eliminate the Python script entirely. 2) BULK WATCHLIST ADD: `pftui watch --bulk GOOG,META,AMZN,...` to quickly add 20+ symbols. Currently I'd need 20 separate `pftui watch` calls. 3) TECHNICALS ON BRIEF: `pftui brief --technicals` adding RSI/MACD/SMA50 columns — the brief is great but missing the technical context I need for every close check. 4) HISTORY CASH INCLUSION: `history` should include cash positions in the total. Current output omits cash making the portfolio value misleading for historical snapshots. 5) WATCHLIST DAILY CHANGE: `pftui watchlist` currently shows symbol/name/price/updated — needs a daily change % column. Had to use yfinance separately for this. 6) MOVERS COMMAND: `pftui movers --threshold 3%` that scans all held + watchlist symbols and returns only those exceeding the threshold. Would replace my manual scanning of 40+ symbols. 7) EXPORT WITH MACRO: `pftui export json --include-macro` that bundles macro indicators alongside positions. 8) ALERT PROXIMITY: `pftui alerts --proximity` showing distance to configured alert thresholds (VIX 25, DXY 100, etc.). 9) CORRELATION SNAPSHOT: even a simple `pftui correlations --period 7d` would help identify regime shifts like today's BTC/equities decoupling."
2026-03-04T02:15:00Z,Evening Eventuality Planner,88,85,"pftui was highly useful throughout this routine. The `brief` command gave me immediate portfolio positions with cost basis, gain%, and allocation — essential context I would otherwise need to compute manually or pull from PORTFOLIO.md. The `watchlist` command surfaced TSLA ($361), RKLB ($55.34), NVDA ($138.40) and other stalked assets with clean formatting. The `summary` command gave me a tight one-liner portfolio overview. The `snapshot` command is excellent — it renders DXY/Gold, DXY/SPX, and DXY/BTC correlation charts in the terminal, which is exactly the kind of cross-asset analysis I was doing manually tonight (DXY wrecking ball thesis). The `history --date` command lets me compare against prior snapshots. Where I still fell back to web_search and fetch_prices.py: macro indicators (DXY level+RSI+MACD, 10Y yield, GBP/USD, VIX, oil RSI, copper RSI). The Python script gave me RSI/MACD/SMA50 for these which pftui does not yet provide for non-held assets. I also needed web_search for: news/geopolitics, Polymarket odds, ETF flow data, Fear&Greed index, economic data calendar, defense stock prices. These are outside pftui scope but the gap matters for my routine.","Feature requests: (1) RSI/MACD/SMA50 for watchlist items, not just held positions — I needed these for TSLA, RKLB, PLTR, LMT, RTX and had to use the Python script. (2) A `macro` or `indicators` command showing DXY, 10Y yield, VIX, GBP/USD, oil with technicals — this would eliminate my dependency on fetch_prices.py entirely. (3) A `correlations` command showing DXY/Gold, DXY/BTC, Gold/Silver ratio trends over time — the snapshot already renders these beautifully, expose them as a non-interactive command. (4) A `sector` command showing sector ETF performance (XLE, ITA, XLF, IGV) — useful for tracking war beneficiaries vs casualties. (5) Portfolio value change attribution — which position contributed most to todays P&L. (6) The Portfolio 3M chart says Waiting for data in snapshot mode — seems like it needs more historical cache. (7) Consider an `alerts` command that checks if any held asset crossed SMA50, RSI thresholds, or key levels — I spent time checking whether silver was above its SMA50 ($83.36) and this could be automated. (8) Export brief in JSON format for programmatic consumption by agents. (9) A `news` integration or at minimum a `sentiment` command pulling Fear&Greed index would close a significant data gap."
2026-03-04T16:38:00Z,Morning Market Research,82,78,"Solid routine integration. The pftui refresh+brief command was my PRIMARY data source for portfolio positions and held-asset prices — fast, reliable, and well-formatted. The brief command gives excellent one-glance context: 1D change, allocation breakdown, top movers, and position-level detail. The watchlist command correctly tracked all 11 watchlist stocks with 1D changes. The macro dashboard is genuinely useful — it consolidates DXY, VIX, yields, gold, oil, copper, and derived ratios (Au/Ag, Au/Oil, Cu/Au, yield curve spread) into one screen, which would have saved me a separate Python script call for some data. The movers command is handy for quickly identifying big moves but shows multi-day changes for some symbols rather than true 1D, which caused confusion when cross-referencing with the Python script. The performance command shows N/A for most periods since we only have 1 snapshot — needs time to accumulate history. MISSING: pftui does not provide RSI, MACD, or SMA50 technicals, which are critical for my routine — I had to fall back to the Python script for these on every asset. Also missing: crypto Fear & Greed index, traditional F&G, and VIX intraday high/low.","FEATURE REQUESTS: (1) Add RSI(14), MACD, and SMA50 to the brief and watchlist commands — this would eliminate my need for the separate Python script entirely. (2) Fix the 1D change calculation in movers — some symbols show multi-day changes instead of true 1D, which is confusing. (3) Add a news/events command that fetches key market headlines — would consolidate my web_search calls. (4) Add Fear & Greed index (both crypto and CNN) to the macro dashboard. (5) Add intraday high/low for VIX in the macro dashboard. (6) Add correlation tracking between held assets — e.g. gold-DXY inverse correlation, BTC-COIN correlation. (7) Add a diff command that compares today vs yesterday automatically (I used history --date manually). (8) Add alert triggers that auto-fire when thresholds are hit — the alerts command exists but nothing is configured and it would be great if it could auto-set from WATCHLIST.md key levels. (9) Consider adding a scenario/thesis command that could track probability weights. (10) The performance command needs more snapshots to be useful — consider backfilling from history data."
2026-03-04T20:01:46.928217Z,Sentinel Main TUI Review,85,82,"VISUAL/UX ANALYSIS: Excellent information density and visual hierarchy. Homepage (Tab 1) effectively uses screen real estate with clear portfolio overview, allocation bars, and valuable sparklines throughout. The asset overview sidebar provides quick context, and the portfolio 3M chart is immediately actionable. Sparkline integration across all views (7D trends) is exceptional for rapid pattern recognition. Color coding and typography are professional and readable. Navigation is intuitive with clear tab structure.

STRENGTHS: (1) Sparklines everywhere - excellent for trend identification, (2) Real-time portfolio value/P&L prominently displayed, (3) RSI integration on positions, (4) Yield curve visualization in Economy tab, (5) Derived metrics panel (Au/Ag ratio, VIX levels), (6) Allocation visualization with clear percentages, (7) Clean transaction log, (8) Comprehensive market overview.

WEAKNESSES: (1) Missing daily P&L $ column on positions (critical for portfolio managers), (2) Economy tab lacks key macro indicators (CPI, unemployment, PMI, GDP), (3) Watchlist is basic - no technical signals or entry/exit levels, (4) No correlation matrix or heat map views, (5) Transactions lack running balance/cost basis tracking, (6) No sector grouping on positions, (7) Missing news integration.","PRIORITY 1: Add daily P&L $ column to positions view - portfolio managers need to see actual dollar impact immediately. PRIORITY 2: Expand Economy tab with CPI, unemployment, PMI, GDP, Fed funds rate with historical context and release dates. PRIORITY 3: Enhance watchlist with technical signals (momentum, breakout alerts), news headlines, and user-defined entry/exit levels. PRIORITY 4: Add correlation matrix view to Markets tab for regime identification. PRIORITY 5: Implement sector grouping on positions view for asset class analysis. PRIORITY 6: Add running balance and cumulative cost basis to transaction log. PRIORITY 7: Consider mini news feed integration for breaking market events."
2026-03-04T22:30:00Z,Market Close,82,80,"pftui v0.4.0 was the PRIMARY data source for this routine and delivered strong value. WHAT WORKED EXCEPTIONALLY: (1) pftui refresh + brief gave me a complete portfolio snapshot in seconds — total value $368,162, daily P&L +$5,472 (+1.51%), allocation breakdown, top movers with % changes, and P&L attribution by position. This replaced what used to require multiple web_search calls and manual calculation. The brief is now genuinely production-quality for agent consumption. (2) pftui watchlist showed all 11 watchlist symbols with 1D change — caught COIN +15.2%, MSTR +11.3%, HOOD +8.2%, CCJ -6.6% instantly. This covered the core watchlist movers I needed. (3) pftui movers filtered to >3% daily moves across held + watchlist — 7 symbols flagged automatically. This is exactly the signal I need for market close alerts. (4) pftui macro dashboard is excellent — yields curve (2Y through 30Y), currencies (DXY/EUR/GBP), commodities, VIX with regime label (Elevated), and derived metrics (Au/Ag ratio, Au/Oil ratio, Cu/Au ratio, yield curve spread). This replaced most of what fetch_prices.py provided. (5) pftui history --date 2026-03-03 showed yesterday portfolio state ($362,690) for day-over-day comparison. (6) pftui snapshot renders a gorgeous TUI with DXY/Gold, DXY/SPX, and DXY/BTC ratio charts — these cross-asset ratio charts are unique and valuable. WHERE I STILL NEEDED OTHER TOOLS: (1) fetch_prices.py was still needed for RSI, MACD, and SMA50 values on individual assets — pftui brief shows RSI for held positions but not for macro indicators. (2) The full watchlist of 34 symbols (GOOG, META, AMZN, AMD, INTC, SMCI, CRWV, ASTS, BKSY, LUNR, RDW, ETOR, CRCL, GLXY, SPOT, TGT, NFLX, UBER, CAT, FCX, etc.) is NOT in pftui watchlist — only 11 symbols tracked. Had to use yfinance Python script for the remaining 23 tickers. This was the biggest gap. (3) web_search still needed for news context, earnings results (AVGO after-hours), and geopolitical updates. (4) Predictions command returned empty despite refresh — Polymarket/Manifold integration not working. MINOR ISSUES: (1) USD/JPY and USD/CNY both showing 1.0000 in macro dashboard — data source issue. (2) Performance shows N/A for all periods except Since Inception (+0.00%) — only 1 snapshot exists. Need more historical data to populate. (3) Journal has test entries from other routines — no issues, just noting shared state.","1. EXPAND WATCHLIST CAPACITY: The 11-symbol watchlist misses 23 of my 34 tracked symbols. Need bulk add (pftui watch GOOG META AMZN AMD INTC SMCI CRWV ASTS BKSY LUNR RDW ETOR CRCL GLXY SPOT TGT NFLX UBER CAT FCX) and support for 50+ symbols. This is the #1 gap — I had to fall back to a Python script for most of the watchlist. 2. ADD TECHNICAL INDICATORS TO MACRO: The macro dashboard shows prices and daily changes but not RSI/MACD/SMA50. Adding these for key macro indicators (DXY, VIX, oil, 10Y) would eliminate the need for fetch_prices.py entirely. 3. FIX PREDICTIONS: Polymarket/Manifold integration returned empty after refresh. Would be valuable for geopolitical scenario tracking. 4. FIX CURRENCY DATA: USD/JPY and USD/CNY both showing 1.0000 — broken data source. 5. ADD AFTER-HOURS DATA: For market close routines, after-hours prices matter (AVGO +5% AH was a key data point I had to web_search for). Add AH/pre-market prices to watchlist/brief. 6. ALERT INTEGRATION WITH BRIEF: pftui brief should show any triggered alerts (e.g., Silver approaching SMA50 support). Alerts exist but are disconnected from the brief output. 7. ADD SECTOR HEAT MAP: pftui movers is great but a sector-grouped view (crypto stocks, semis, space, defense) would add analytical value for identifying thematic moves. 8. BULK WATCHLIST MANAGEMENT: pftui watch --file watchlist.txt or pftui watch --category crypto COIN MSTR HOOD GLXY for organized watchlist management with categories. 9. HISTORICAL PERFORMANCE: Need daily snapshots to accumulate so that MTD/QTD/YTD performance calculations work. Consider auto-snapshot on refresh. 10. ADD BRIEF --WATCHLIST FLAG: pftui brief --include-watchlist to get watchlist movers embedded in the brief output alongside positions."
2026-03-05T02:09:01Z,Evening Eventuality Planner,85,92,"pftui provided exceptional value for my routine. The macro dashboard (╔══════════════════════════════════════════════════════════════╗
║                    MACRO DASHBOARD                         ║
╚══════════════════════════════════════════════════════════════╝

  DXY 98.81 │ VIX 21.1 │ 10Y 4.07% │ Gold $5,185 │ Oil $76.59

── Yields ─────────────────────────────────────────────────────
  2Y Treasury                  3.595%  → 0.00%
  5Y Treasury                  3.667%  ↑ 1.02%
  10Y Treasury                 4.079%  ↑ 0.59%
  30Y Treasury                 4.716%  ↑ 0.30%

── Currency ───────────────────────────────────────────────────
  US Dollar Index             98.8150  ↓ -0.24%
  EUR/USD                      1.1630  ↓ -0.57%
  GBP/USD                      1.3366  ↓ -0.33%
  USD/JPY                      1.0000  → 0.00%
  USD/CNY                      1.0000  → 0.00%

── Commodities ────────────────────────────────────────────────
  Gold                      $5,185.20  ↑ 1.52%
  Silver                       $84.66  ↑ 2.09%
  Oil (WTI)                    $76.60  ↑ 2.74%
  Copper                        $5.93  ↑ 2.70%
  Natural Gas                   $2.96  ↓ -3.01%

── Volatility ─────────────────────────────────────────────────
  VIX                         21.1499  ↓ -10.27%
  Regime                 ⚡ Elevated

── Derived Metrics ────────────────────────────────────────────
  Au/Ag Ratio                  61.2    Normal range
  Au/Oil Ratio                 67.7    Risk-off
  Cu/Au Ratio (×1000)          1.14    Caution
  10Y-2Y Spread                48bps    Yield Curve: Normal) was THE most useful feature - gave me DXY, yields, currencies, commodities, and volatility metrics in one view that would have taken 6-8 separate web searches. The movers feature instantly showed COIN +15%, MSTR +11% which were key signals I was tracking. Portfolio brief gave clean allocation (49% cash, 32% commodity, 20% crypto) confirming optionality preserved. Historical comparison () validated portfolio performance during war volatility. Only gaps: no technical indicators (RSI/MACD) but my Python script fills that. The snapshot feature shows impressive TUI with visual charts. Very professional financial tool.","Add technical indicators (RSI, MACD, SMA) to macro dashboard and asset views. Integrate prediction markets for geopolitical events (Iran war ceasefire odds). Add portfolio stress testing (What if DXY hits 100? What if oil hits 0?). Consider alert system for scenario threshold breaches (Brent >5, VIX >25). The movers feature is perfect - maybe add customizable % thresholds. Historical performance tracking needs more data points but that's just time. Add sector rotation tracking (defense vs consumer vs tech) to identify capital flows during regime shifts."
2026-03-05T02:15:00Z,Evening Eventuality Planner,85,92,pftui provided exceptional value for my routine. The macro dashboard (pftui macro) was THE most useful feature - gave me DXY yields currencies commodities and volatility metrics in one view that would have taken 6-8 separate web searches. The movers feature instantly showed COIN +15% MSTR +11% which were key signals I was tracking. Portfolio brief gave clean allocation (49% cash 32% commodity 20% crypto) confirming optionality preserved. Historical comparison validated portfolio performance during war volatility. Only gaps: no technical indicators (RSI/MACD) but my Python script fills that. The snapshot feature shows impressive TUI with visual charts. Very professional financial tool.,Add technical indicators (RSI MACD SMA) to macro dashboard and asset views. Integrate prediction markets for geopolitical events (Iran war ceasefire odds). Add portfolio stress testing (What if DXY hits 100? What if oil hits $90?). Consider alert system for scenario threshold breaches (Brent >$85 VIX >25). The movers feature is perfect - maybe add customizable % thresholds. Historical performance tracking needs more data points but thats just time. Add sector rotation tracking (defense vs consumer vs tech) to identify capital flows during regime shifts.
2026-03-05 13:38,UX Analyst,78,"CLI JSON output flag inconsistency breaks agent integration patterns. Commands use three different conventions for JSON output: `--json` (export, macro via help), `--agent` (brief), and no JSON support at all (summary, value, performance). An agent building a multi-command workflow has no consistent flag pattern to rely on. This isn't a missing feature—it's an architectural inconsistency that makes the CLI feel like separate tools bolted together rather than a unified product. The TUI is visually coherent and polished (82+ scores across reviews), but the CLI layer hasn't caught up. Other surface gaps: many commands fail with 'run pftui refresh first' but there's no refresh status indicator, alerts/targets/drift all show 'no X configured' without pointing to setup commands, and the journal/news/predictions tabs exist but aren't discoverable from brief/summary output (agent consumers have no way to know those data layers exist without reading docs).","Standardize all data-output CLI commands to support --json flag with identical JSON structure conventions (top-level 'data', 'meta', 'timestamp' keys). Audit all commands: summary, value, brief, watchlist, macro, performance, movers, alerts, drift, journal, news, predictions, sentiment, supply. Add --json everywhere, remove --agent. Add a pftui status command (or pftui refresh --status) that shows: last refresh timestamp, cached data age, pending alerts count, pending journal entries. This becomes the agent health check. In TUI header, show ⚠ Stale (Xh ago) if cached data >1h old, with hint 'Press r to refresh'. In CLI commands that fail due to missing data, print: 'No cached data. Run: pftui refresh'. Make the product consistently discoverable."
2026-03-05T16:35:47Z,Morning Market Research,82,78,"Day 7 of the Iran war routine. pftui was my PRIMARY data source today and it delivered well. The refresh+brief combo gave me all held positions with accurate 1D changes, allocation %, and P&L in under 30 seconds. The watchlist command showed me all 34 tracked symbols with daily changes — critical for the big moves scan. The macro dashboard is genuinely excellent — DXY, VIX, 10Y, gold, oil, yields, currencies, derived ratios (Au/Ag, Au/Oil, Cu/Au, yield curve) all in one view. This is information I previously needed 3-4 web_search calls to assemble. The movers command automatically flagged the 6 symbols with >3% moves — this is EXACTLY what I need for the big moves section. The sentiment command showed crypto F&G at 22 (extreme fear) and traditional at 50 — useful but COT data was unavailable which is a gap. The supply command showing COMEX warehouse data for gold and silver is interesting but registered at 0 is confusing — unclear if that is real or a data issue. The performance command only had 2 snapshots so limited utility, but over time this will be very useful for tracking portfolio trajectory. The history command let me compare yesterday perfectly. Where I still fell back to the Python script: DXY, S&P 500, VIX, 10Y, GBP/USD, oil, copper — all with RSI, MACD, and SMA50 technicals. pftui showed these in the macro dashboard but WITHOUT technicals. I also fell back to web_search for breaking news (tanker strike, Hegseth statements, NFP forecasts) which pftui cannot replace — that is appropriate. The etf-flows, predictions, and news commands returned empty after refresh, which was disappointing — these could be high-value for my routine if populated.","TOP PRIORITY: Add RSI(14), MACD, and SMA(50) indicators to the macro dashboard and watchlist views. This is the single biggest gap — I ran a separate Python script just for this data. If pftui macro showed these technicals, I could drop the script entirely. SECOND: Fix or populate etf-flows — BTC ETF flow data is critical for my routine. I manually web_search for IBIT/FBTC flows daily. If pftui pulled this from available APIs it would save significant time. THIRD: predictions and news commands returned empty after refresh — these need to actually fetch data. Polymarket ceasefire odds and RSS news would be extremely valuable for war scenario tracking. FOURTH: The COMEX supply command showed registered=0 for both gold and silver — this seems like a data issue or the metric needs clarification. FIFTH: Add an alerts check to the brief output — I have alert thresholds (BTC >5%, gold >2%, silver >3%, VIX >25, DXY >1%) that I check manually. If pftui brief flagged triggered alerts automatically, that saves a step. SIXTH: Consider a correlations command — showing rolling correlations between held assets (e.g., gold-DXY, BTC-equities, silver-copper). Cross-asset correlation breaks are important signals. SEVENTH: The sentiment COT data was unavailable — if this can pull from CFTC or a proxy, managed money positioning in gold/silver/oil would be extremely valuable for my scenario analysis. EIGHTH: A scenario or risk command that lets me define named scenarios with associated asset impacts would be powerful for my workflow — I maintain these manually in SCENARIOS.md. WILD IDEA: A war-mode dashboard that aggregates oil, defense stocks, VIX, DXY, gold, shipping rates, and fertilizer prices into a single conflict-impact view. During active wars, this would be the most-used screen."
2026-03-05T20:02:09.446212+00:00,Sentinel Main TUI Review,85,78,"TAB 1 (Positions) — EXCELLENT homepage design. Information hierarchy is spot-on: portfolio value + daily P&L at top, allocation bars prominently displayed, main positions table with essential columns (price, 24h change, P&L, allocation %, RSI, trend sparklines). The asset sidebar with mini-charts and ratios (DXY/Gold, DXY/SPX, DXY/BTC) is brilliant — shows macro context while reviewing positions. Portfolio 3M chart at bottom provides historical context. Screen real estate usage is highly efficient. This rivals Bloomberg terminal layouts in information density.

STRENGTHS: Sparkline trends in main table are excellent visual cues. RSI column adds technical context. Color coding (red/green) is clear. The scrolling ticker at top keeps macro awareness active.

MISSING: No day P&L dollar column (only shows total P&L). No sector grouping for multi-asset view. No correlation matrix or heat map mode.

TAB 2 (Transactions) — Functional but basic. Shows essential data: symbol, type, quantity, price, date. Layout is clean and scannable.

MISSING: Running cost basis, cumulative position size, or derived metrics like average cost per symbol. For a macro investor doing cost averaging, showing running totals would be valuable.

TAB 3 (Markets) — Strong coverage of equity indices, commodities, crypto, forex, bonds. 7-day sparklines and percentage changes provide quick regime assessment. COT column placeholder shows forward-thinking design.

ISSUE: Prediction markets section completely empty (shows placeholder blocks). This is a missed opportunity — Polymarket probabilities would be invaluable for macro positioning.

TAB 4 (Economy) — OUTSTANDING macro dashboard. Yield curve visualization is professional-grade. Economic calendar with color coding (red/yellow) shows event importance. Sentiment indicators (Crypto F&G, TradFi F&G) are exactly what a macro trader needs. Key numbers bar at top provides instant regime read.

MISSING: CPI, unemployment, NFP data shows ---. Monthly BLS data refresh needed. Global macro section empty.

TAB 5 (Watchlist) — Good stock coverage but many symbols show --- for changes, indicating data loading issues. RSI column works for some symbols. Layout is clean.

MISSING: Technical signals, entry/exit levels, news headlines, or alerts. A serious watchlist needs more than just prices — should show why each symbol is worth watching.

OVERALL: Professional-grade portfolio tool with Bloomberg-level information density. Visual hierarchy and screen real estate usage are excellent. The combination of micro (positions) and macro (yield curve, sentiment, ratios) context in one view is exactly what a sophisticated investor needs.","PRIORITY 1: Fix data loading issues — many watchlist items show --- for changes. Enable prediction markets data. Populate missing economic indicators (CPI, unemployment, etc.).

PRIORITY 2: Add day P&L dollar column to positions table — this is essential for daily portfolio management. Should show both $ and % for 24h change.

PRIORITY 3: Enhance watchlist functionality — add technical signals (breakouts, support/resistance), news integration, custom alerts, or entry/exit target levels. Make it actionable, not just informational.

NICE TO HAVE: Sector grouping toggle for positions view. Correlation matrix mode. Heat map visualization. Portfolio performance attribution. Options to customize the asset sidebar ratios. Integration with economic calendar alerts. Portfolio stress testing scenarios.

TECHNICAL: Consider adding keyboard shortcuts for direct symbol lookup. Export capabilities for the allocation chart. Save/load different watchlist configurations for different themes (AI, commodities, crypto, etc.)."
2026-03-05T22:30:00Z,Market Close,78,72,"pftui was the primary price data source for this routine and delivered well on core tasks. The `brief` command gave a clean portfolio snapshot with 1D P&L, allocation percentages, and top movers — exactly what I need to open a market close check. `watchlist` provided all 34 watchlist symbols with 1D change %, which is critical for screening >3% movers. `macro` is excellent — yields across the curve, DXY, VIX, commodities, and derived ratios (Au/Ag, Au/Oil, Cu/Au) all in one view, with a volatility regime label. `sentiment` showed crypto F&G at 22 and traditional at 50 — useful. `supply` pulled COMEX warehouse data for gold and silver. `history --date` lets me compare to yesterday. These features collectively replaced most of what I used to need web_search for. HOWEVER: I still needed the Python script for RSI, MACD, and SMA50 on every asset — pftui has no technical indicators in its CLI output. The `movers` command showed DIFFERENT signs than `watchlist` for several symbols (BKSY showed +3.7% in movers but -3.3% in watchlist; LUNR +3.48% in movers vs -8.3% in watchlist) — this is a data integrity issue that needs investigation. `etf-flows` returned no data despite being a key feature. `news` returned nothing even after refresh. `predictions` returned nothing. `performance` only had 2 snapshots so most periods showed N/A — needs more history to be useful. `global` returned nothing. Several features feel like stubs that dont populate yet.","1) CRITICAL: Fix movers vs watchlist sign discrepancy — both should show the same direction for the same symbol on the same day. This is a trust-breaking bug. 2) Add RSI/MACD/SMA50 to watchlist and brief output — this is the #1 reason I still need the Python script. Even just RSI and distance-from-SMA50 would eliminate the script entirely. 3) Make etf-flows actually work — BTC ETF flow data (IBIT, FBTC, ARKB daily flows) is critical for crypto analysis. 4) Make news actually work — even basic RSS from Reuters/Bloomberg/CNBC would be valuable. 5) Add a `pftui close` or `pftui eod` command that combines brief + movers + macro + sentiment in one output — purpose-built for market close routines. 6) Add oil Brent price alongside WTI in macro dashboard — the Brent-WTI spread is a key metric during geopolitical crises. 7) Add natural gas to macro dashboard prominently (it shows in commodities but buried). 8) The predictions command (Polymarket) would be incredibly valuable for scenario probability tracking if it worked. 9) Add `pftui brief --with-technicals` flag to include RSI/SMA50 per position. 10) Journal feature looks powerful — needs integration guidance for automated cron logging. 11) Alerts system could be transformative for automated threshold monitoring if it integrates with notification delivery. 12) Consider a `pftui war-dashboard` or configurable crisis dashboard that tracks oil, VIX, defense sector, safe havens in one view during active geopolitical events."
2026-03-06 01:38,UX Analyst,68,"The biggest UX cohesion issue is the data availability gap across features. Many commands and panels show ""No cached data"" / ""waiting for data"" / ""unavailable"" messages without clear user guidance on how to populate them or whether they're unimplemented stubs vs features requiring external data sources. Examples: (1) predictions command says ""No cached prediction markets. Run pftui refresh first"" but refresh doesn't populate predictions — the feature appears unimplemented despite being in TODO as F17 (complete). (2) news command shows same ""run refresh"" message but refresh doesn't fetch news. F20 is marked complete in TODO. (3) etf-flows returns ""No ETF flow data available"" with no guidance. F21 marked complete. (4) sentiment shows COT data as ""unavailable"" for all assets despite F18 being marked complete with full data module + CLI. (5) Portfolio 3M chart says ""Waiting for data"" despite two days of snapshots existing. (6) Many watchlist symbols show ""---"" for 1D change despite prices being cached. The pattern: features exist in code and are documented as shipped but don't populate with real data in practice. This creates confusion about whether pftui is a working product or a prototype. A first-time user following the README (""No API keys. No account."") would expect these features to work out-of-box but instead encounters a shell. The TUI itself is visually polished and navigation is excellent — but clicking through 4-5 tabs and seeing ""no data"" in half of them undermines trust. The CLI help text is well-organized but doesn't indicate which commands require data setup vs which work immediately. For a tool marketed as ""Bloomberg Terminal in your terminal"" the data gaps are jarring.",Add a first-run data setup step or `pftui bootstrap` command that fetches initial data for all free data sources (predictions, news, sentiment COT," calendar). Show clear status in TUI footer or command output indicating which data sources are stale/empty/fresh and when they were last updated. Add `--check` flag to refresh command showing what will be fetched. Update README ""Quick Start"" section to mention that prediction markets / news / sentiment require an initial data fetch and set realistic expectations about which features work immediately (portfolio tracking / prices / macro) vs which need populated caches (predictions / COT / news). Consider a data health dashboard as tab [9] or `pftui status --data` showing: Prices (fresh 3h ago)", Predictions (never fetched), News (never fetched), COT (unavailable - API issue)," etc. This would make the data availability transparent instead of hidden behind individual command failures.""2026-03-06T02:02:00Z""",Evening Eventuality Planner,75,85,"pftui was extremely valuable for this routine. The \brief\"" command provided exactly what I needed for portfolio updates (+$2",661," +0.7%) with clean P&L attribution. The \""watchlist\"" command gave me comprehensive price data for all tracked assets. The \""macro\"" dashboard was excellent - DXY", VIX," yields all in one view. The \""movers\"" feature highlighted key 3%+ moves I might have missed. Output formatting is clean and agent-readable. The tool SIGNIFICANTLY reduced my reliance on web_search for basic price data. My routine was much more efficient.""","The tool needs BTC ETF flow data integration, oil/energy sector data, scenario-weighted asset recommendations, more granular commodity data (Brent crude, uranium spot price), integration with FRED economic data, custom alerts for portfolio triggers, and risk metrics beyond basic allocation. Also needs better integration with the system's scenario probabilities to suggest asset allocation shifts. The \history\"" command could be enhanced to compare portfolio performance across different market regimes. Consider adding a \""stress-test\"" command that shows portfolio performance under specific macro scenarios."""
2026-03-06 13:38,UX Analyst,72,"Data pipeline reliability has improved since P0 launched, but significant gaps remain. The core TUI experience (positions, allocation, charts, navigation) is polished and cohesive — information hierarchy is excellent, color coding is consistent, keyboard shortcuts feel natural, and the 11 themes all work properly. The homepage delivers portfolio context at a glance. HOWEVER: the promised zero-config 'no API keys' data integration is inconsistent. Refresh reports success for some sources but commands return empty: predictions (✗ parse error), COT (✗ all failed), on-chain (✗ decode error), news (✓ but 0 articles), BLS (✗ parse error). A user following the README quick-start will see a beautiful interface with half the advertised features showing 'No cached data' or 'unavailable' without clarity on whether the feature is unimplemented, has a broken upstream API, or requires additional setup. The movers command shows different signs than watchlist for the same symbols on the same day (BKSY +3.7% vs -3.3%) which is a trust-breaking data integrity bug. The CLI has no consistent --json flag across all data commands (export/macro have it, summary/value/performance don't). There's no visibility into data source health — users can't tell if a refresh failure is temporary API downtime or a broken integration. The features that DO work (positions, watchlist, macro, charts, allocation) work extremely well and form a cohesive product. The features that don't (predictions, news, COT, etf-flows) feel like undocumented stubs. This creates a split personality: production-quality portfolio tracker vs prototype macro aggregator. Closing the data pipeline gap would push the tool from 72% to 85%+.","Add `pftui status --data` command showing per-source health: Prices (✓ fresh 3h ago), Predictions (✗ API parse error since v0.5.0), COT (✗ upstream unavailable), News (✗ 0 results - check RSS feeds), BLS (✗ parse error), World Bank (✓ 120 indicators), COMEX (✓ 2 metals). This would make data availability transparent. Fix the movers vs watchlist sign discrepancy bug immediately — it undermines trust in all other data. Standardize --json across all data-output commands (summary, value, performance, watchlist, movers, sentiment). Add data source configuration file (~/.config/pftui/sources.toml) where users can disable broken sources or add custom RSS feeds. The README should set realistic expectations: 'Portfolio tracking, prices, macro, and charts work immediately. Prediction markets, sentiment, and news are experimental integrations that may fail if upstream APIs change.' Implement retry logic with exponential backoff for failed sources and log failures to ~/.local/state/pftui/refresh.log for debugging. Consider a TUI footer indicator showing data health (✓ All fresh | ⚠ 3 sources stale | ✗ 2 sources failed) so users know when to investigate. Files: new src/commands/status_data.rs, src/commands/refresh.rs (add per-source error reporting), src/cli.rs (standardize --json), docs/README.md (set expectations)."
2026-03-06T16:36:51Z,Morning Market Research,78,74,"Strong session for pftui today. The refresh+brief pipeline was fast and reliable — prices for all held assets (gold, silver, BTC, uranium) and watchlist stocks came back clean in one command. The brief output format with 1D changes, allocation, top movers, and P&L attribution is genuinely useful as a starting point. The movers command was valuable — it surfaced 11 symbols with >3% moves in one shot, which would have taken multiple web_search calls otherwise. The macro dashboard is excellent: DXY, VIX, yields, commodities, derived ratios (Au/Ag, Au/Oil, Cu/Au) all in one screen with regime labels. The performance command is starting to be useful now that snapshots are accumulating. Sentiment showed crypto F&G at 18 (extreme fear) which is important data. Where I still needed the Python script: for detailed RSI/MACD/SMA50 technicals on non-held macro assets (DXY, S&P, oil, copper). pftui provided technicals for held positions but I needed the broader set. The watchlist command showed good coverage of ~34 symbols with 1D change. The history command for comparing to yesterday was clean and useful. One friction point: the Polymarket predictions parser failed, and COT data was unavailable — these are important for a macro-focused routine. Also, BLS data parsing failed. The pftui data was my primary source for portfolio-level data but I still relied on web_search heavily for news, NFP results, war developments, and oil supply analysis.","PRIORITY 1: Fix data source failures — Polymarket predictions, COT positioning, and BLS data all failed today. These are critical for macro analysis. PRIORITY 2: Add oil price data to the brief command — WTI and Brent are arguably the most important prices right now and they appear in the macro dashboard but not in the brief format with 1D attribution. PRIORITY 3: Add technicals (RSI/MACD/SMA50) for ALL watchlist symbols, not just held positions — this would eliminate the need for the separate Python script entirely. PRIORITY 4: Add a command like pftui macro --detail that shows RSI and MACD for macro instruments (DXY, VIX, oil, yields). PRIORITY 5: News integration could be much stronger — show 5-10 headline summaries inline so I dont need web_search for breaking news. PRIORITY 6: Add price alerts status to the brief — show which triggers are approaching threshold. PRIORITY 7: The movers command should allow filtering by held/watchlist/all and should show RSI alongside price change. PRIORITY 8: Consider a war/crisis mode that increases refresh frequency for volatile assets and shows intraday high/low/open. PRIORITY 9: Add agricultural commodity prices (wheat, corn, soybeans, coffee) to watchable assets — these are inflation leading indicators. PRIORITY 10: Performance command needs more history — only 3 snapshots after several days of use. Consider backfilling from transaction history."
2026-03-06T20:02:52.020757,Sentinel Main TUI Review,78,82,"TAB 1 (Positions) ANALYSIS: Excellent information density but hierarchy needs refinement. The ticker scroll provides great market context, though it truncates mid-scroll. The main positions table shows critical data (allocation %, gains, sparklines, RSI) but MISSING crucial columns: absolute day P&L in dollars, position cost basis clearly separated from current value, and sector/category grouping for multi-asset portfolios. The allocation bars are useful but could be more prominent. The portfolio chart is solid but loses detail in 3M timeframe - needs 1D/1W options for day traders. The sidebar ratio charts (DXY/Gold, DXY/SPX, DXY/BTC) are BRILLIANT for macro investors - this is professional-grade insight most platforms lack. However, screen real estate usage could be optimized - too much whitespace around charts.

TAB 2 (Transactions): Functional but basic. The transaction log shows necessary data but lacks running totals, cumulative cost basis, or performance attribution. For serious position management, this needs derived metrics: running balance per symbol, total cost at each transaction, and transaction impact on overall allocation. The chronological view is good but sorting/filtering options would enhance usability.

TAB 3 (Markets): Strong broad market coverage with excellent sparklines and multi-category organization (equity, commodity, crypto, forex, fund). The integration of prediction markets is innovative and valuable for macro positioning. However, missing key indicators a macro investor needs: Fed funds rate futures, term structure data, credit spreads (HY vs IG), and carry trade metrics. The table could benefit from heat map coloring for quick visual scanning and correlation data between assets.

TAB 4 (Economy): OUTSTANDING layout for macro analysis. The multi-panel dashboard shows yields, currencies, commodities with proper trend arrows and sparklines. The yield curve visualization is exactly what fixed income traders need. Economic calendar with color-coded importance is professional-grade. Sentiment indices (Crypto/TradFi F&G) provide behavioral insight missing from Bloomberg. WEAKNESS: too many --- placeholders for key data (CPI, NFP, GDP) - data integration needs improvement. Global macro section is completely empty - this should show G7 central bank rates, inflation readings, and currency flows.

TAB 5 (Watchlist): Good technical overlay (RSI, price change) but lacks depth for serious analysis. Missing: technical signals, news headlines integration, price alerts/levels, entry/exit targets. The watchlist feels like a price monitor rather than a decision support tool. For active traders, this needs: momentum indicators, volume data, analyst ratings, and earnings dates.

OVERALL UX: Visual consistency is excellent with the catppuccin theme. Navigation is intuitive with clear keybindings. The help overlay is comprehensive. MAJOR STRENGTH: The ratio analysis in the sidebar and macro integration set this apart from traditional portfolio tools - this understands how modern macro traders think. CRITICAL GAPS: No options positioning data, no derivatives overlay, no risk metrics (VaR, max drawdown, Sharpe ratio), and no backtesting capabilities.

COMPARED TO PRO PLATFORMS: Better macro integration than Schwab/Fidelity, comparable breadth to Bloomberg Terminal's PRTU function, but lacks the depth of specialized tools like TradingView or Interactive Brokers TWS. The multi-asset approach is excellent for modern macro-focused portfolios.","1. IMMEDIATE: Add absolute daily P&L column to positions view in dollars, not just percentages 2. CRITICAL: Fix data gaps in Economy tab - integrate real macro data feeds for CPI, NFP, central bank rates 3. HIGH: Add sector grouping to positions table for large portfolios 4. HIGH: Add portfolio risk metrics panel: max drawdown, Sharpe ratio, VaR, correlation matrix 5. MEDIUM: Enhance watchlist with technical signals, price alerts, and news integration 6. MEDIUM: Add portfolio timeline view showing allocation changes over time 7. LOW: Heat map coloring in Markets tab for quick visual scanning 8. LOW: Add options/derivatives overlay for complete position picture"
2026-03-06T22:35:00Z,Market Close,92,88,"pftui was the PRIMARY data source for this entire routine. The `refresh` + `brief` combo gave me closing prices, P&L attribution, technicals (RSI/MACD/SMA50), and allocation in one shot — exactly what I need for market close. `watchlist` provided all 34 watchlist symbols with 1D changes. `movers` was a standout: it automatically filtered to >3% movers across ALL symbols (held + watchlist) — this saved me from manually scanning the watchlist for notable moves. `macro` dashboard was excellent: yields across the curve, DXY, commodities, VIX, derived ratios (Au/Ag, Au/Oil, Cu/Au), and a volatility regime label. `sentiment` gave crypto + traditional F&G plus COT positioning. `news` pulled 20 Bloomberg headlines with timestamps. `history --date` let me compare today vs yesterday cleanly. `supply` showed COMEX inventory. `performance` gave MTD/YTD returns. The only data I still needed the Python script for was oil WTI closing price (not in brief since it's not a held position) and nat gas — but `macro` actually had both of those too, so the Python script was truly redundant. I used web_search only for NEWS CONTEXT (what happened today, Fed comments, oil headlines) — never for prices. That's the ideal split. The tool is now a genuine one-stop shop for closing data. Two minor issues: (1) BTC showed -6.0% in brief but Python script showed -3.6% — likely different time windows or prev_close definitions, minor but worth standardizing. (2) `predictions` returned only NHL Stanley Cup markets — no geopolitical/macro predictions which would be high-value for this routine.","Feature requests: (1) SECTOR HEATMAP command — show watchlist grouped by sector (semis, space, crypto-proxy, energy, defense) with aggregate performance, not just alphabetical list. (2) CORRELATION MATRIX — BTC-SPX correlation is a headline today (Bloomberg), pftui should track rolling correlations between key pairs. (3) OIL-specific dashboard — given oil is THE macro driver right now, a dedicated `pftui oil` command showing WTI, Brent, spread, RSI, OPEC+ news, Hormuz status would be incredible. (4) PREDICTION MARKETS filtering — `pftui predictions --category geopolitics` or `--category macro` to filter out sports noise. (5) WEEKLY PERFORMANCE summary — `pftui performance` only goes back to inception (Mar 4), need weekly/monthly roll-up. (6) AFTER-HOURS pricing flag — indicate if prices are regular session close vs extended hours. (7) ALERT TEMPLATES — pre-built alerts for common triggers (VIX >25, oil >$90, BTC <$65k) that agents can activate in one command. (8) ETF FLOWS fix — BTC ETF flow data failed (CoinGlass JS rendering issue), this is high-value data for crypto analysis. (9) PORTFOLIO STRESS TEST — `pftui stress --scenario oil-100` to model portfolio impact under specific macro scenarios. (10) NEWS SENTIMENT scoring — tag each news headline with bullish/bearish/neutral for portfolio-relevant assets."
2026-03-07 01:40,UX Analyst,73,"The JSON output flags are inconsistent across CLI commands, creating a fragmented experience for agent/script users. While `brief`, `summary`, `value`, and `movers` all support `--json`, the `watchlist` command does NOT — it errors with 'unexpected argument' when given `--json`. This breaks the mental model that 'all data commands accept --json for structured output'. For human TUI users, the sidebar ratio charts (DXY/Gold, DXY/SPX, DXY/BTC) are visually beautiful but conceptually disconnected from the main positions table. A first-time user sees these three specific charts and wonders: why these pairs? How do they relate to my holdings? Are they always the same, or do they adapt? There's no visual or textual link explaining the connection. The Economy tab shows regime-driven suggestions, but those suggestions don't reference positions in the portfolio — it's generic macro advice rather than portfolio-specific guidance. These features exist in parallel rather than interconnected layers of the same product.","Specific fix: Add `--json` flag to `pftui watchlist` (and audit ALL data commands to ensure consistent flag support). In `views/positions.rs`, add a subtle header above the sidebar charts: 'Key Macro Ratios' or 'Regime Indicators' with a one-line explanation of why these pairs matter (e.g., 'Dollar strength vs risk assets'). In `views/economy.rs` regime suggestions, reference actual portfolio positions: instead of 'Consider gold exposure', say 'Gold (GC=F) 25% allocation aligns with regime' or 'No gold exposure — regime suggests adding'."
2026-03-07T02:15:07Z,Evening Eventuality Planner,82,80,"pftui was genuinely useful across the routine tonight. The 'brief' command gave me a clean, structured snapshot of all held positions with RSI, MACD, SMA50, and gain/loss data — this was my primary portfolio data source and replaced what would have been 3-4 separate web_search calls for individual asset prices. The 'watchlist' command covered all 30+ tracked symbols in one call, which was excellent. The 'macro' command provided DXY, VIX, 10Y yield, oil, GBP/USD, copper, and S&P data with technical indicators — saving multiple fetch_prices.py calls. The 'sentiment' command delivered Fear & Greed indices (both crypto and traditional) plus COT data in a single request, which was valuable for the signal table update. The 'movers' command flagged the biggest daily moves — though it only caught 4 symbols >3% which missed BTC (-6%) since it's a held asset calculated differently. The 'history' command let me compare to Feb 28 baseline for trend context. The 'performance' command showed MTD drawdown clearly. Where pftui FELL SHORT: (1) The 'etf-flows' command failed with exit code 1 — this should return BTC ETF flow data which is critical for my BTC analysis. (2) I still needed the fetch_prices.py script for additional macro indicators like S&P RSI and oil RSI that the macro dashboard doesn't include. (3) The 'news' command showed Bloomberg headlines but I still needed web_search for in-depth analysis of NFP details, war developments, and Polymarket odds. (4) No 'alerts' were configured — missed opportunity to automate the VIX >25 trigger and oil $80 threshold alerts that I manually track. (5) The 'predictions' command only showed sports betting, not geopolitical/financial predictions from Polymarket. (6) The 'supply' command showed COMEX data with 0 registered ounces, which seems potentially incorrect or needs context.","FEATURE REQUESTS: (1) Fix 'etf-flows' command — BTC ETF flow data (IBIT, FBTC, etc.) is critical for crypto analysis and this errored out. (2) Add oil RSI/MACD/SMA to the macro dashboard — oil is the most important macro variable right now and I had to use the Python script for technical indicators. (3) Add S&P 500 RSI/MACD/SMA to macro dashboard for the same reason. (4) Filter 'predictions' command by category — show financial/geopolitical predictions, not just sports. Add specific Polymarket search by query (e.g., 'Iran ceasefire', 'Hormuz', 'Fed rate'). (5) Add a 'scenario' or 'regime' command that classifies current market regime (risk-on/risk-off/stagflation/crisis) based on VIX level, yield curve, DXY, oil, and gold correlation patterns. (6) Add 'correlations' command showing rolling correlation between held assets — I need to track gold/DXY, BTC/S&P, silver/gold, oil/gold relationships. (7) Auto-alert integration: let me set alerts like 'pftui alerts add VIX above 25' or 'pftui alerts add GBP/USD below 1.30' and have them fire during routine runs. (8) Add war/geopolitical premium decomposition for gold and oil — separate 'structural' vs 'war premium' components. (9) Add yield curve visualization — 2Y/10Y/30Y spread with historical context. (10) 'movers' should include held assets alongside watchlist, and lower the threshold to 2% for better coverage. (11) Add NFP/CPI/FOMC calendar integration — 'pftui calendar' should show upcoming macro events with countdown. (12) Performance tracking: extend snapshot history beyond 4 days for proper MTD/QTD/YTD tracking. (13) Add 'pftui scenario-test' — input a scenario (e.g., 'oil $100, DXY 95') and show projected portfolio impact."
2026-03-07T16:50:00Z,Morning Market Research,88,82,"pftui was the PRIMARY data source for this routine and delivered significant value. The refresh+brief pipeline gave me all held asset prices, allocation percentages, P&L attribution, and risk metrics (vol, VaR95, concentration) in one command. The watchlist command covered 34 symbols across equities/ETFs with 1D change and RSI. The macro dashboard was EXCELLENT — yields across the curve, DXY, gold, oil, copper, natural gas, derived ratios (Au/Ag, Au/Oil, Cu/Au), and VIX regime classification all in one view. The sentiment command gave me crypto+traditional F&G plus COT positioning — data I used to use web_fetch for. The eod command is a powerhouse that combines brief+movers+macro+sentiment into a single call. I still needed the Python script for extended equity technicals (MACD, SMA50 for stocks not in portfolio) and web_search for breaking news/geopolitical developments, but pftui covered roughly 80% of my price data needs. The movers command correctly flagged 4 stocks with >3% moves. The etf-flows command showed BTC ETF data with per-fund breakdown. The news command pulled 20 Bloomberg headlines that were highly relevant. The supply command showed COMEX warehouse data for gold/silver. The performance command tracked MTD/QTD/YTD returns. One notable miss: pftui does not track oil (WTI/Brent) with technicals — the macro dashboard shows price and daily change but no RSI/MACD/SMA like it does for DXY and gold. Oil is the single most important macro indicator right now and I had to fall back to the Python script for oil technicals. The predictions command returned NHL hockey results instead of geopolitical/macro predictions — not useful for a financial research routine. Brent crude showed no data (---). USD/JPY showed +15697% change which is clearly a data bug. Overall a massive improvement from early versions.",1) Oil technicals in macro dashboard — add RSI/MACD/SMA for WTI and Brent. Oil is the most important macro indicator during this war and pftui cant give me technicals on it. 2) Fix Brent crude data — shows --- in macro dashboard. 3) Fix USD/JPY percentage change calculation — showing +15697% which is obviously wrong. 4) Filter predictions command for financial/geopolitical markets — currently returning NHL hockey odds instead of Iran war ceasefire odds or rate cut probabilities which would be far more valuable. Add category filtering or curate for macro-relevant markets. 5) Agricultural commodity tracking — wheat corn soybeans as macro inflation signals. The fertilizer crisis is the biggest underpriced risk and pftui has zero visibility into ag commodities. 6) Add Brent oil as a watchable commodity in macro. 7) Natural gas showed +6.09% which is a significant move but was not flagged in the movers command — movers should include macro dashboard assets not just held+watchlist symbols. 8) Correlation matrix command — show how held assets are moving relative to each other and to macro indicators. During wartime gold-oil-DXY correlations are critical. 9) News filtering by relevance score or keyword — 20 Bloomberg headlines is good but filtering for portfolio-relevant topics would save scanning time. 10) Alert integration with the brief — if any managed alerts triggered since last refresh show them inline in the brief output. 11) COT data in sentiment is great but add historical trend — are managed money positions INCREASING or DECREASING week over week? The direction matters more than the level.
2026-03-07T20:02:03.551780Z,Sentinel Main TUI Review,85,88,"TAB 1 (Positions) ANALYSIS: Excellent information hierarchy - positions table dominates the view as it should. The allocation bars and portfolio sparkline add genuine value for quick asset mix assessment. However, missing critical Day P&L column in main table. The sidebar effectively uses real estate with Fear & Greed, events, and alerts. Market ticker at top provides good context but could be more prominent.

TAB 2 (Transactions): Basic but functional transaction log. Missing running balance, cumulative cost basis, and realized vs unrealized P&L tracking that serious portfolio managers need.

TAB 3 (Markets): Comprehensive coverage across asset classes with mini-charts and COT data. Prediction markets section is innovative. However, lacks correlation matrix, sector heat maps, or relative strength indicators that would elevate it to professional level.

TAB 4 (Economy): Outstanding macro dashboard. Yield curve visualization, sentiment indicators, economic calendar integration. This rivals Bloomberg terminals in information density while maintaining readability. The combination of technical data with upcoming events is exactly what macro-focused investors need.

TAB 5 (Watchlist): Good technical indicator coverage (RSI, SMA50) but missing momentum indicators, entry/exit levels, or news integration that would make it actionable rather than informational.

OVERALL: Visual consistency is excellent with the catppuccin theme. Information density vs readability balance is well-struck. CLI tools provide good data export capabilities.","1. Add Day P&L $ column to main positions table - this is THE most important missing feature for daily portfolio management. 2. Implement sector/category grouping in positions view with subtotals. 3. Add correlation matrix view to Markets tab showing asset relationships. 4. Enhance watchlist with alert thresholds and entry/exit levels. 5. Add portfolio attribution analysis showing which positions are driving daily performance. 6. Implement news feed integration, especially for watchlist items. 7. Add options chain data for key positions. 8. Create portfolio stress testing view with scenario analysis. 9. Add relative performance vs benchmarks (SPX, gold, etc). 10. Implement trade journaling capability beyond basic transaction log."
2026-03-08 01:40,UX Analyst,75,"The 'pftui config' command was recently added to manage Brave API keys and other settings, but it's invisible to users. It doesn't appear in: (1) the TUI help popup (`?`), (2) the status bar hotkey hints, (3) the README quick start, or (4) anywhere a first-time user would look. The `pftui status` command now shows data freshness with a helpful Brave API prompt, but that prompt is the ONLY way a user would discover the `config` command exists. This is a feature discoverability failure. Related: the `--json` flag is now consistently available across most data commands (watchlist, news, predictions, macro, alerts), which is excellent for agent users. However, `pftui status` itself lacks `--json` output, which breaks the pattern — agents checking data pipeline health can't parse status programmatically. The CLI is becoming more coherent, but new capabilities are being added faster than they're being surfaced to users.","Add `pftui config` to the help popup under a new 'Configuration' section. In `src/tui/views/help.rs`, after the 'Data Management' section, add: 'Configuration: config — View/update settings (Brave API, themes, etc.)'. Update the README Quick Start section to mention `pftui config set brave_api_key <key>` as an optional step after install. Add `--json` flag to `pftui status` command in `src/commands/status.rs` to output structured data freshness for agent health checks. This makes status a first-class monitoring tool instead of human-only output."
2026-03-08T02:11:14Z,Evening Eventuality Planner,82,80,"Comprehensive session running the full Evening Planner routine during active war escalation (Day 9). pftui was my FIRST data source — ran `pftui refresh && pftui brief` then `pftui watchlist` before any web searches. This gave me portfolio values, technical indicators (RSI, MACD, SMA50), allocation percentages, and P&L attribution instantly. The `macro` command is excellent — DXY, VIX, yields, gold, oil, copper all in one view with technicals. The `eod` command combines brief + movers + macro + sentiment beautifully — this alone covers ~40% of what I need. The `sentiment` command with F&G + COT data saved me a separate web search. The `news` command pulled 20 Bloomberg articles including the most critical war headlines. The `performance` command shows MTD/QTD/YTD returns — useful for tracking. The `predictions` command exists but returned mostly NHL/entertainment markets, not the Iran/geopolitical ones I needed (had to web search Polymarket separately). The `sector` command only returned XLE — seems like most sector ETFs aren't loading. The `etf-flows` data showed $131 BTC net inflows today (GBTC -419, offset by ARKB +200, BITB +109, etc.) which matches the buy-the-dip narrative. The `supply` command showed COMEX data but registered ounces were 0 for both gold and silver, which seems like a data issue. Where I STILL had to fall back to web_search: war-specific geopolitical developments (Dubai airport strike, Qatar Energy Minister $150 warning), CryptoQuant cycle analysis, ICSG copper deficit reversal, food CPI data, FOMC market pricing (97% cut probability), Polymarket Iran-specific odds, defense stock sector analysis. The Python fetch_prices.py script is still needed for oil RSI (pftui macro shows oil price and change but no RSI/MACD for WTI). Overall: pftui provided ~40-45% of my data needs this session. The remaining 55-60% required web_search for geopolitical intelligence, specific sector/stock analysis outside the watchlist, and breaking news context that RSS feeds don't capture.","1. GEOPOLITICAL INTELLIGENCE: `pftui predictions` should filter for finance/geopolitics categories — Iran ceasefire odds, regime change probabilities, oil price targets would be extremely valuable. Currently returns mostly entertainment/sports markets. 2. OIL TECHNICALS: `macro` shows oil price and % change but no RSI/MACD/SMA50 for WTI/Brent. Adding technicals for commodities in macro would eliminate the Python script entirely. 3. SECTOR COMMAND: Only returned XLE. Should populate all 11 SPDR sector ETFs (XLK, XLF, XLV, XLI, XLC, XLY, XLP, XLB, XLRE, XLU, XLE). 4. BRENT CRUDE: `macro` shows '---' for Brent. WTI-Brent spread is critical for war premium analysis. 5. COMEX DATA: Registered ounces showing 0 for both gold and silver — likely a scraping issue. This data is important for physical metal supply analysis. 6. ECONOMIC CALENDAR: Only showed 3 events. Missing JOLTS (Mar 10), Jobless Claims (Mar 13), FOMC (Mar 17-18). These are the most critical events of the week. Calendar should scrape from more comprehensive sources. 7. DEFENSE SECTOR: Add ITA (defense ETF) or individual defense stocks (LMT, RTX, PLTR) as a trackable sector — war is creating a structural new sector. 8. FOOD/AG COMMODITIES: Track DBA, wheat, corn, fertilizer indices — food inflation is becoming a major thesis. 9. `pftui brief --agent`: Would love a single command that outputs ALL data an AI agent needs: portfolio + macro + sentiment + calendar + movers + news in one structured blob. The `eod` command is close but could be more comprehensive. 10. CME FEDWATCH: Track Fed funds futures implied probabilities. This is THE most important macro indicator right now and I had to web search for it. 11. PREDICTION MARKET FILTERING: Allow `pftui predictions --category geopolitics` or `--category finance` to filter out sports/entertainment. 12. BUG: `pftui sector` only returns 1 of 11 sectors. Either the Yahoo Finance scraping is failing for the other ETFs or they aren't configured."
2026-03-08T15:36:39Z,Morning Market Research,0,15,"CRITICAL: pftui is 100% non-functional this session. Every single command — refresh, brief, list-tx, summary, crisis, sentiment, fedwatch, macro, watchlist, oil, sovereign, economy, movers, correlations, news, scan, predictions — fails with the same SQLite error: no such column: group_id in CREATE INDEX IF NOT EXISTS idx_watchlist_group_id ON watchlist(group_id). This is a blocking DB migration issue where a new schema references a column that does not exist in the actual database table. The tool cannot initialize at all. I was forced to rely entirely on the external Python price script (fetch_prices.py) and web_search for all market data. This means I got zero value from pftui today — no portfolio brief, no watchlist prices, no macro dashboard, no crisis view, no sentiment data, none of the new commands I wanted to test (fedwatch, sovereign, correlations, predictions, oil). The tool has many impressive new commands since last review (oil, crisis, fedwatch, sovereign, economy, eod, global, performance, etf-flows, movers, scan, predictions, correlations, news, sentiment) but none are testable due to the migration blocker. The --help output shows a mature feature set that would be extremely valuable for my routine if it worked.","BLOCKER FIX: The group_id column migration must be fixed immediately. This is likely a case where a new migration adds an index on watchlist(group_id) before the ALTER TABLE that adds the column, or the ALTER TABLE is missing entirely. Check the migration order in the schema initialization code. Suggested fix: either (1) add the group_id column to the watchlist table before creating the index, or (2) make the index creation conditional on the column existing, or (3) run ALTER TABLE watchlist ADD COLUMN group_id INTEGER before the CREATE INDEX statement. Once fixed, I would prioritize testing: (a) pftui crisis — perfect for wartime morning brief, (b) pftui fedwatch — replaces my manual CME FedWatch web searches, (c) pftui oil — replaces my oil-specific web searches, (d) pftui sentiment — replaces Fear and Greed API calls, (e) pftui correlations — would add analytical depth I currently lack, (f) pftui predictions — would replace Polymarket manual checks. Feature request: pftui should have a --check or --doctor command that validates DB schema health and auto-repairs migration issues. Also: consider a fallback mode where commands that do not need watchlist data (like macro, economy) still work even if the watchlist table is broken."
2026-03-08T19:04:23.597401Z,Sentinel Main TUI Review,85,78,"TAB 1 (Positions) ANALYSIS: The homepage successfully prioritizes the most critical information - total portfolio value, individual position values, allocation percentages, and P&L. Strong visual hierarchy with asset symbols prominently displayed and clear color coding (green/red for gains/losses). The mini sparklines provide at-a-glance trend context, excellent for quick pattern recognition. RSI indicators add technical insight. The allocation bars and percentages are well-implemented for risk management. HOWEVER: Missing crucial daily P&L in dollars per position (only shows percentage). No sector grouping/categorization visible. The sidebar space could show portfolio-level metrics like Sharpe ratio, max drawdown, or correlation to benchmark.

TAB 2 (Transactions) ANALYSIS: Clean, scannable transaction log with appropriate columns (symbol, category, type, quantity, price, date). Good chronological organization. Missing: running balance/cumulative cost basis, trade rationale/notes visibility, P&L per trade, average cost basis evolution. This is functional but basic - lacks the derived analytics that make transaction data actionable for portfolio management.

TAB 3 (Markets) ANALYSIS: Excellent comprehensive market overview with strong information density. The 7-day sparklines are valuable for trend identification. Price/change display is clear. Correlation grid is sophisticated and highly useful for portfolio managers - few retail tools include this. Prediction markets section adds narrative context. STRENGTHS: Wide instrument coverage (equities, commodities, crypto, forex, yields). WEAKNESSES: No sector heat maps, no options flow data, no institutional positioning indicators.

TAB 4 (Economy) ANALYSIS: Sophisticated macro dashboard with yield curve visualization (excellent), economic indicators, and calendar. The yield curve chart is particularly valuable for macro investors. Good separation of different data types. However, missing key macro signals: Fed funds rate, PMI data, inflation breakevens, credit spreads (HYG-TLT), term structure analysis. The global macro section shows placeholder data indicating incomplete implementation.

TAB 5 (Watchlist) ANALYSIS: Functional but basic. Shows prices and some technical indicators (RSI). Missing: alerts/target levels, entry/exit signals, sector grouping, technical pattern recognition, news headlines, earnings dates. This feels like a price list rather than an actionable watchlist.

OVERALL VISUAL ASSESSMENT: Information density is appropriate - not cluttered but comprehensive. Color scheme (appears to be Catppuccin theme) is professional and easy to read. Typography hierarchy works well. Status indicators at bottom are informative. Keyboard shortcuts are well-labeled. The tool feels responsive and well-architected.

CRITICAL MISSING FEATURES: (1) Portfolio performance metrics (returns, risk ratios, benchmarking), (2) Sector/geographic allocation analysis, (3) Rebalancing suggestions, (4) Risk management alerts, (5) News integration per position, (6) Options chain data, (7) Dividend tracking, (8) Tax loss harvesting suggestions.","PRIORITY 1: Add daily P&L in dollars per position on the main view - this is table stakes for any portfolio tool. PRIORITY 2: Implement sector grouping/categorization on positions tab with sector allocation breakdown. PRIORITY 3: Add portfolio-level performance metrics dashboard (YTD/1Y/3Y returns, volatility, max drawdown, Sharpe ratio, correlation to SPY/BTC). PRIORITY 4: Enhance watchlist with news headlines, earnings calendar, and configurable alerts. PRIORITY 5: Add rebalancing suggestions based on target allocations. PRIORITY 6: Implement proper risk management alerts (position size limits, correlation clustering warnings). PRIORITY 7: Add mini-chart overlays on position detail view. CONSIDERATION: The tool is surprisingly sophisticated for a TUI - the correlation analysis and yield curve visualization rival Bloomberg Terminal features. The macro focus is excellent for institutional-style portfolio management."
2026-03-09T01:18:12Z,Evening Eventuality Planner,35,55,"pftui v0.6.0 was completely non-functional during this routine — ALL commands (brief, summary, value, list-tx, crisis, macro, watchlist, status, refresh) hung indefinitely and timed out (10-25s each). Config commands worked fine (config list), confirming the issue is database/API connectivity, not binary corruption. PostgreSQL was verified running (pg_isready OK, direct psql queries succeeded, no blocking queries), and the pftui user's credentials worked via psql. The transactions table was empty (0 rows), which may indicate a data migration issue or import failure. Spent ~10 minutes diagnosing the hang before falling back to fetch_prices.py + web_search. The tool has an impressive command set (crisis, macro, oil, fedwatch, sentiment, correlations, sector, heatmap, stress-test, scenario, thesis, predictions — 60+ commands) but none were usable tonight. When working, the brief command and watchlist data replace 3-4 web searches. The crisis dashboard, oil dashboard, and fedwatch commands would have been EXTREMELY valuable tonight given oil $107 and the Fed pricing debate. Missing these meant more manual research. Score reflects potential (high) vs current reliability (zero tonight).","CRITICAL BUG: All data commands hang silently with no output or error message — need a connection timeout (5s max) with a clear error like 'Database connection failed: [reason]' or 'API timeout: [endpoint]' instead of infinite hang. FEATURE: Add '--offline' or '--cached-only' flag that shows last cached data without trying to refresh — for evenings when APIs are down. FEATURE: Add 'pftui doctor' command that tests DB connection, API endpoints, and cache freshness in sequence and reports what's working/broken. FEATURE: Transactions table was empty (0 rows) despite config showing Postgres backend — need 'pftui verify-data' or automatic integrity check on startup. FEATURE: For crisis situations like tonight (oil +17%, Dow -911), a 'pftui alert-scan' that checks all held assets against alert thresholds and outputs which ones triggered would save 5+ minutes. FEATURE: 'pftui war-dashboard' or parametric crisis mode that combines oil + defense + safe havens + VIX + futures in one view. FEATURE: Add Sunday futures data source — most tools only show Friday close but Sunday evening futures are critical. FEATURE: 'pftui dxy-impact' showing DXY level + correlation to each held position + estimated P&L impact of DXY move would have been the MOST useful command tonight. FEATURE: Export brief/crisis/macro as JSON for programmatic consumption by other scripts."
2026-03-09T15:38:23Z,Morning Market Research,15,30,"CRITICAL BUG: pftui is completely non-functional today. Every data-fetching command (refresh, brief, summary, list-tx, watchlist, value, macro, oil, crisis) hangs indefinitely and must be killed after timeout. Running pftui doctor reveals the root cause: Yahoo Finance API returns HTTP 429 (Too Many Requests) and CoinGecko returns HTTP 403 (Forbidden). When these APIs fail, pftui does NOT gracefully degrade — it hangs forever instead of falling back to cached data or returning a meaningful error. The only commands that work are --help and doctor (which do not require live data). This means the ENTIRE routine had to fall back to the Python fetch script (fetch_prices.py) and web_search for all price data. The tool was completely unusable for its primary purpose. Previous sessions may have warmed the cache, but today with cold/stale cache and failed APIs, nothing works. The help output shows an impressive 60+ commands including many new ones (oil, crisis, regime, fedwatch, sovereign, economy, eod, global, performance, correlations, sentiment, supply, calendar, alerts, sector, heatmap, stress-test, structural, trends) — these look extremely valuable but I cannot evaluate any of them because the tool hangs before producing output.","P0 CRITICAL: Implement proper timeout and fallback for ALL API calls. When Yahoo or CoinGecko returns 429/403, the tool should: (1) return cached data with a staleness warning, (2) timeout after 5 seconds max per API call, (3) NEVER hang indefinitely. This single bug makes the tool 100% unusable when APIs are down. P0: Add a --cached or --offline flag that skips all network calls and uses whatever is in the database. Financial analysts need data NOW, even if stale. P1: Rate limiting awareness — if Yahoo returns 429, implement exponential backoff and cache the failure state so subsequent commands dont retry immediately. P1: The doctor command works perfectly and correctly diagnosed the issue — but the other commands dont seem to check doctor-like health before attempting data fetches. P2: Consider adding a fallback data source. When Yahoo fails, try Google Finance or another free API. When CoinGecko fails, try CoinMarketCap or Binance API. P2: The command list is impressive (60+ commands) but I literally cannot review any of them due to the hanging bug. Once the timeout/fallback is fixed, the tool could potentially replace web_search entirely for price data, which would be transformative for the routine. P3: Add a status command that shows last successful cache time per data source, so agents know whether to trust pftui or fall back to alternatives."
2026-03-09T19:01:53.234208Z,Sentinel Main TUI Review,85,78,"Visual hierarchy is strong with scrolling ticker at top providing immediate market context. Positions view layout efficiently uses space with price/P&L/allocation data and mini-sparklines. Technical indicators (RSI/MACD/SMA) add analytical value that most portfolio tools lack. Status indicators at bottom provide useful system health monitoring. However, the interface feels dense and could benefit from better visual grouping - positions blend together without clear category separation. The allocation sidebar is valuable but charts are too small to be actionable. Missing critical features: 1) Daily P&L dollar amounts in main view 2) Sector/category grouping in positions list 3) Correlation matrix or heatmap 4) Historical performance charts 5) Risk metrics (VaR, volatility, beta). Color coding needs improvement - green/red P&L is standard but current implementation is subtle. The tool feels more like a data terminal than a decision-support dashboard.","1. PRIORITY: Add clear visual category grouping (Crypto/Commodities/Cash sections) with subtotals 2. Show daily P&L dollar amounts prominently in main positions table 3. Replace tiny allocation charts with single horizontal bar showing overall allocation 4. Add correlation matrix view as dedicated tab or overlay 5. Implement proper color hierarchy: bright red/green for significant moves, muted for small changes 6. Add weekly/monthly P&L views alongside daily 7. Include position sizing recommendations based on volatility 8. Add alert system for positions hitting technical levels 9. Implement drag-and-drop position reordering 10. Add export to common formats (CSV for Excel, JSON for APIs). The tool has solid fundamentals but needs UX refinement to compete with professional terminals."
2026-03-09T21:43:04Z,Market Close,60,72,"pftui v0.7.0 Market Close routine review. WHAT WORKED WELL: (1) pftui eod is the standout command for this routine — it combines portfolio summary, top movers, macro dashboard, and sentiment/COT positioning into a single output. This is exactly what a market close routine needs. The macro dashboard showing DXY, VIX, yields, commodities with RSI/MACD/SMA50 inline is excellent and nearly replaces the Python fetch_prices.py script. (2) The crisis dashboard is well-designed for the current war environment — oil, VIX, defense stocks, safe havens, and contextual news headlines in one view. (3) FedWatch command is genuinely valuable — showed 97.3% NO CHANGE at March FOMC, which was more current than our thesis file (which still said 97% cut probability). This data CORRECTED a stale assumption. (4) Sentiment command with Crypto F&G (8/100 extreme fear), Traditional F&G (50/100 neutral), and COT positioning (gold +159.9K net long) is useful context I would otherwise need multiple web searches to compile. (5) The oil dashboard with WTI/Brent/spread/RSI and geopolitical context headlines is well-suited to the current crisis. WHAT DID NOT WORK: (1) CRITICAL BUG — pftui refresh crashed with a Rust panic: thread panicked at src/db/trends.rs:231:35 called Result::unwrap() on an Err value: ColumnDecode TIMESTAMPTZ type mismatch. The refresh completed most data sources but crashed before finishing. (2) The movers command returned No movers exceeding 3% despite BTC being +4.5%, silver +4.2%, and URA +4.7% on the day. The watchlist also showed all --- for 1D change percentages. This appears to be a data freshness/calculation issue — prices were fetched but daily change was not computed. This is the single most important metric for a market close routine. (3) The pftui summary and brief show slightly stale prices (gold ,128 vs Python script ,149; BTC 8,379 vs 8,925) suggesting the refresh did not pull the latest close. (4) pftui performance returned completely empty output — no data at all. (5) pftui brief showed 1D P&L of +,247.86 (+0.34%) but this seems understated given BTC alone was +4.5%. The stale prices likely explain the discrepancy. WHERE I FELL BACK TO OTHER TOOLS: I relied on the Python fetch_prices.py script as the PRIMARY price source because it returned accurate closing prices with daily change percentages, RSI, MACD, and SMA50. pftui macro dashboard has RSI/MACD but for commodities only, not for the full watchlist. Web search was needed for news context (Trump war complete comments, France Hormuz mission) which is expected — pftui is not a news tool. Overall: pftui is becoming a powerful complement to the routine but the movers/daily change calculation bug is a showstopper for a market close routine where identifying the biggest movers IS the core job.","1. FIX CRITICAL BUG: The trends.rs:231 TIMESTAMPTZ column decode panic needs urgent attention — it crashes the refresh pipeline. 2. FIX MOVERS CALCULATION: The movers command showing no movers when BTC is +4.5% and silver +4.2% is a fundamental data bug. Daily change percentage MUST work reliably — this is the core metric for a market close routine. The watchlist showing all --- for 1D change confirms the calculation is broken, not just a threshold issue. 3. FIX PRICE STALENESS: After refresh, prices should reflect the most recent available data. Gold showing ,128 when Yahoo Finance has ,149 suggests the refresh either did not complete or is caching an older snapshot. 4. FIX PERFORMANCE COMMAND: pftui performance returned empty output with no error message. Should either show performance data or a clear message about what is missing. 5. ADD AFTER-HOURS CONTEXT: For a market close routine running at 9:30 PM UTC (post-market), show whether prices are regular session close or after-hours. 6. ENHANCE EOD COMMAND: The eod command is the best single command for this routine. Enhancements: (a) add a Breaking News or Key Headlines section with the top 3-5 headlines tagged by relevance to held assets, (b) add After-Hours Movers section, (c) add Upcoming Events (next 24-48h calendar items), (d) show portfolio P&L breakdown by asset class (metals, crypto, cash), (e) add a one-line regime summary (e.g. Risk-off war regime, DXY dominant). 7. ADD pftui close COMMAND: A dedicated market-close command that fetches ONLY end-of-day settlement prices (not real-time) and computes clean daily change from prior close. This would be the canonical source for market close routines. 8. WATCHLIST DAILY CHANGE: The watchlist command showing prices without daily change is useless for identifying movers. Every price should show 1D change % by default. 9. ADD SECTOR HEATMAP DATA: pftui heatmap exists but I did not test it — for market close, a quick sector performance summary (tech +X%, energy +Y%, defense +Z%) would be very valuable. 10. FEDWATCH HISTORY: The fedwatch command is excellent. Add historical comparison (vs 1 week ago, 1 month ago) to show how rate expectations are shifting. The 97.3% no-change vs the old 97% cut probability discrepancy was the most valuable insight pftui provided today."
2026-03-10,enhancement,pftui scenario update should support --notes flag for inline annotation (currently errors with unexpected argument). Have to update probability without context.,low
2026-03-10T19:01:53.019258+00:00,Sentinel Main TUI Review,75,72,"Visual Analysis: The TUI appears to have significant display corruption issues during my terminal capture - the main content area shows fragmented data presentation and layout problems. However, the CLI commands (summary, export, list-tx) reveal a well-structured backend. The top ticker bar with real-time market data (Fear & Greed indices, major indices, commodities) is excellent for macro context. The summary command shows clean tabular presentation with essential portfolio metrics: allocation percentages, P&L, technical indicators (RSI, MACD, SMAs). The tool successfully tracks a sophisticated macro portfolio (BTC, gold, silver, uranium, cash) which aligns with serious alternative asset investing. The comprehensive watchlist (43+ symbols across equities, ETFs, commodities) demonstrates institutional-grade coverage. Information hierarchy in CLI is logical: positions → transactions → technical analysis.","CRITICAL: Fix TUI display rendering issues - main content area shows corrupted layout. HOMEPAGE REDESIGN: Tab 1 needs complete overhaul - create a Bloomberg Terminal-style grid layout with: (1) Large position table with Symbol|Name|Qty|Value|P&L $|P&L %|Alloc%|24h Change columns, (2) Portfolio summary box (Total Value, Day P&L, Total P&L, Cash %), (3) Allocation pie chart or horizontal bars, (4) Top gainers/losers section. TECHNICAL INTEGRATION: Move RSI/MACD/SMA data into main position table as additional columns rather than separate summary. WATCHLIST ENHANCEMENT: Tab 5 should show watchlist prices + day changes + technical signals in a scannable table format. MACRO DASHBOARD: Add dedicated macro tab with key economic indicators (CPI, Fed Funds, Unemployment, PMI) with trend arrows and release dates. ALERTS: Implement visual alerts for position moves >5%, technical signal changes, or macro data releases. COLOR CODING: Use green/red for P&L throughout, amber for warnings. The tool has strong data foundations but needs significant UX investment to match professional portfolio management standards."
2026-03-11T02:32:14.400933Z,Integration Optimiser,75,70,"pftui analytics engine integration is working excellently for Evening Planner — 4 scenario updates, 3 conviction sets, 2 agent-msg sends, structural log adds all executing successfully. Database contains 49 tables with good data flow from Evening. Cross-timeframe analytics producing valuable signals (regime transitions, correlation breaks, alignment scores). HOWEVER: discovered a scenario history bug where scenario_history table logs the PREVIOUS probability value instead of the NEW probability when scenario update is called. Current probabilities in scenarios table are correct (40/38/17/5) but history shows old values (45/38/15/2). Also, 8/10 data sources show stale on pftui status — price refresh appears dormant with 0 price_history writes today despite refresh commands running.",Fix scenario history logging bug — the INSERT into scenario_history appears to read probability BEFORE the UPDATE commits. Add data freshness monitoring to pftui status command. Investigate why price_history table stopped receiving updates from refresh operations.
2026-03-11,sentinel,enhancement,P2,"System functioning well - tested analytics, brief, scenarios, movers, regime, correlations, calendar, predictions, and TUI snapshot. All commands executed correctly with proper JSON output and data formatting."
2026-03-12,medium-timeframe-analyst,enhancement,P2,pftui conviction command syntax unclear for negative numbers. Had to use --score=-2 format after -- -2 failed. Consider improving error messages or documentation for negative score handling.
2026-03-12,evening-analysis,enhancement,P1,pftui agent-msg data quality: evening-analysis consumed a critical medium-agent message containing wrong FOMC data (98.9% cut probability from single source). pftui has no mechanism for agents to flag data quality issues in received messages. Suggest adding agent-msg reply or agent-msg flag command so receiving agents can mark messages as containing errors and alert the sender for correction. This would prevent cascading wrong analysis across the timeframe pipeline.
2026-03-12,low-timeframe-analyst,enhancement,P2,Agent-msg send command could benefit from batch mode for multiple related messages. Had to send 2 separate alerts that could be grouped as single intel package.
2026-03-12,morning-brief-agent,enhancement,P2,"pftui brief --json movers section shows only portfolio assets. Would be valuable to also show top market movers outside portfolio (NVDA, TSLA, oil stocks) to track deployment opportunities and regime changes."
2026-03-12,low-timeframe-analyst,enhancement,P1,psql connection requires -h localhost flag and correct db name for metadata updates in predictions. Current UPDATE queries fail with peer auth errors.
2026-03-12,high-timeframe-analyst,enhancement,P2,trends evidence-add syntax unclear from help - required --evidence flag not obvious. Consider improving help text or command examples. Otherwise workflow smooth for structural analysis.
2026-03-12,low-timeframe-analyst-close,enhancement,P2,Consider adding correlation analysis command to track DXY vs metals relationships during volatile periods
2026-03-13,medium-agent,enhancement,P2,scenario update command lacks --notes parameter for analytical chains. Had to track reasoning separately. Would improve workflow to include notes with probability updates for better scenario documentation.
2026-03-13,sentinel-evening,enhancement,P2,conviction set command works well but scenario update requires separate driver flag instead of inline notes - would be more ergonomic to accept notes as a positional or combined flag like conviction does
2026-03-13,low-timeframe-analyst,enhancement,P2,correlations latest command failed - need correlations history with specific symbols or a simpler latest snapshot command for understanding asset relationships in current regime
2026-03-13,morning-intelligence,enhancement,P2,pftui predict add syntax unclear - timeframe param rejected but not documented in help. Also would benefit from --confidence flag for prediction confidence scoring.
2026-03-13,low-timeframe-analyst,enhancement,P2,Add quick silver trackline breach detection to scan alerts - would have caught the 3 break faster for real-time positioning
2026-03-13,low-timeframe-analyst,enhancement,P2,Could benefit from pftui alert command to show only triggered alerts from today rather than all historical alerts. Would help focus on fresh signals during market close routine.
2026-03-14,medium-timeframe-analyst,enhancement,P2,Data source conflict detection: Encountered conflicting FOMC probabilities (92% hold vs 98.9% cut) from different sources. System should flag when sources provide contradictory data and suggest most reliable source based on track record.
2026-03-14,evening-analyst,enhancement,P2,predict score command: exit code 2 with positional args syntax (pftui predict score 51 correct notes). Had to discover --id/--outcome/--notes flag syntax from --help. Positional variant should work too for faster scripting.
2026-03-14,low-timeframe-analyst,85,80,enhancement,P2,"Portfolio data, alerts, correlations, and conviction tracking excellent. News integration useful. COMEX data failed but not critical for low-timeframe analysis. Would benefit from real-time price streaming for intraday predictions."
2026-03-14T15:32:06.101837Z,morning-brief,70,75,enhancement,P2,"pftui provided core analytical framework for morning brief routine. agent message list, analytics summary/alignment, portfolio brief, prediction scorecard all worked flawlessly. The evening-analysis → morning-intelligence message flow worked perfectly for consuming pre-digested intelligence from specialist timeframe agents. JSON outputs clean and machine-readable. Portfolio positioning and P&L calculations accurate. One enhancement need: more granular asset category groupings in alignment data (currently shows mixed/neutral for most assets rather than clear sectoral patterns). Overall strong analytical foundation that made the routine 70% more efficient than pure web_search approach."
2026-03-15T00:01:00Z,medium-timeframe-analyst,85,88,enhancement,P2,"Strong session for medium-term analysis. pftui analytics commands, scenario/conviction updates, prediction tracking, and agent messaging formed the backbone of the routine. Handled 85% of analytical workflow - only web research was for external intelligence (Iran war developments, Fed policy analysis, commodity market research) which is appropriate division of labor. JSON outputs clean and machine-readable. Database integration solid. Agent messaging worked flawlessly for timeframe coordination. Scenario probability updates, conviction scoring (BTC upgrade to +4, copper upgrade to +4), and prediction logging all functioned correctly. Minor enhancements needed: (1) Scenario update command could accept --notes inline rather than requiring separate note entries. (2) Command help text could be clearer on negative conviction scoring syntax. (3) Analytics engine could provide more granular asset correlation breakdowns for regime shift analysis. (4) Consider adding macro scenario stress testing (What if oil hits 20? What if Fed forced to hike?). Overall: mature analytical foundation that significantly improves systematic decision-making vs manual tracking."
2026-03-15,evening-analysis,72,75,enhancement,P2,Agent message routing works well. Analytics summary/alignment/divergence/recap all returned cleanly. Prediction scoring workflow smooth. Would benefit from a weekend-aware movers command that compares Friday close to weekend futures (Hyperliquid/crypto) rather than showing 0 movers on Saturday. Also a pftui analytics scenario list --json would save cross-referencing scenario names manually.
2026-03-15,low-timeframe-analyst,85,88,enhancement,P2,Consider adding weekend futures data for Sunday pre-market analysis. Oil/gold weekend trading would improve Monday gap predictions.
2026-03-15,morning-brief-agent,85,90,enhancement,P2,Consider bundled command for common morning brief data (portfolio+alignment+movers+scorecard) to reduce command count and improve workflow efficiency
2026-03-15,macro-timeframe-analyst,85,80,enhancement,P2,"Excellent macro analytics access (power metrics, cycles, outcomes, parallels, predictions). Missing analytics update/add functions for log entries and cycle updates. Data quality high and comprehensive for structural analysis."
2026-03-16T00:00:00Z,medium-timeframe-analyst,85,83,enhancement,P2,"Strong medium-term analytical session. pftui provided complete analytical backbone - scenario updates (88% war escalation, 82% inflation spike), conviction tracking (oil +5, gold +5, copper +4, uranium +4), prediction management (4 new medium-term predictions), and agent messaging for evening handoff. System handled 90% of routine workflow with only web research needed for external intelligence gathering (central banks, geopolitics, commodities). Key analytical outputs: war duration extended to months (infrastructure targeting), stagflation setup crystallizing (Fed trapped), BRICS de-dollarization accelerating (China 18+ months gold buying), AI power demand structural (1000+ TWh by 2030). Minor enhancements: scenario update command syntax could be cleaner, better prediction categorization by asset class, correlation tracking for regime shifts."
2026-03-16,evening-analyst,55,68,enhancement,P2,Missing analytics conviction set and analytics macro regime set commands. Had to rely on notes for conviction updates. Prediction scorecard all-time tracking is solid. Notes add works well. Would benefit from a conviction update command to programmatically track conviction changes per symbol over time.
