evan-moon/firma

v0.12.0 Feature

This release adds 5 notable features for engineering teams evaluating rollout.

Published 1mo MCP Developer Tools

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✓ 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

Added drawdown analysis, 5‑year percentile column, milestone projections, yield on cost, and rebalance hint for concentration.

Full changelog

What's new

Five power-ups across existing commands — same commands, more signal.

`firma show snapshot`

Drawdown analysis — ATH, current drawdown %, and max drawdown (MDD) appended below every snapshot view (portfolio and per-ticker).

`firma show macro`

5-year historical percentile — new 5y %ile column shows where today's reading sits in its own 5-year history. p85 = elevated, p20 = suppressed. No extra API calls.

`firma report`

Milestone projections — when avg monthly flow is positive, shows the next 4 round-number net worth targets and months to reach them. Scales automatically to your current balance.

`firma show dividend`

Yield on Cost — new YLD@COST column shows annual DPS ÷ your avg purchase price. Distinct from current yield (DPS ÷ market price), which changes daily.

`firma show concentration`

Rebalance hint — when ticker HHI exceeds 2500, shows the minimum shares to sell from the dominant position to bring HHI back to moderate, with before/after percentages.

Bug fixes

@firma/brief: MacroResult construction was missing pct_5y: null.
publish.yml / ci.yml: replaced explicit per-package build steps with turbo run build --filter='./packages/*' — new internal packages no longer require workflow changes.

View diff on GitHub

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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)