evan-moon/firma

Highlights

💭 Capture the why behind every trade

• `transactions.memo` renamed to `transactions.reason` — DB migrates automatically on first run.
• `firma add txn` and `add_txn` now prompt for "Reason (why this trade?)" on buy/sell. Optional — empty input is fine.
• The analyst persona now cross-checks stated reasons against actual outcomes, surfacing validated theses, drift, and repeated mistakes.

🧠 Four reasoning-framework prompts

Type `/` in Claude Desktop:

• `/pre-mortem` — Five concrete failure modes for a position over 12 months, each tied to data with dollar impact and a mitigation.
• `/rebalance` — Current allocation vs your target, with specific trades, tax cost, and wash-sale checks.
• `/tax-harvest` — Unrealized losses, 30-day wash-sale rule, replacement suggestions, tax savings by bracket.
• `/scenario` — Shock modeling on your actual portfolio ("S&P -20%", "Fed cuts 100bp", "2008 repeat") with explicit beta assumptions.

Each prompt enforces a tool-call sequence so Claude can't shortcut to generic advice — every recommendation is anchored to your real holdings.

Migration note

If you're upgrading from 0.13.0, the `memo` column on `transactions` is renamed to `reason` automatically the first time you run any firma command. No data is lost.