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evan-moon/firma

v0.11.2 Breaking

This release includes breaking changes for platform teams planning a safe upgrade.

Published 1mo MCP Developer Tools
✓ No known CVEs patched
Read the diff → Tool health → What is this tool? →

✓ No known CVEs patched in this version

Topics

claude cli finnhub local-first mcp personal-finance
+4 more
portfolio sqlite stock typescript

Summary

AI summary

README restructured with demo GIF moved up, CSV import flow highlighted, Sync & cache and Privacy sections removed.

Full changelog

What's changed

  • README restructured — demo GIF now appears immediately after install, before any scrolling. Conversation examples reordered to lead with the CSV import flow. Removed Sync & cache and Privacy sections (content folded into Why firma and Claude integration). Removed stale claude-demo.png.

Install / upgrade

```bash
npm install -g firma-app
```

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About evan-moon/firma

Local-first CLI asset tracker for overseas stock investors with Claude Desktop MCP integration. 13 tools for portfolio tracking, net worth snapshots, cash flow analysis, and market research (earnings, insider trades, SEC filings)

All releases →

Related context

Earlier breaking changes

  • v0.20.0 Brief no longer returns 'projected_net_worth' or 'on_track'.
  • v0.20.0 `simulate_goal_projection` renamed to `project_net_worth`.

Beta — feedback welcome: [email protected]