This release adds 1 notable feature for engineering teams evaluating rollout.
✓ No known CVEs patched in this version
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Summary
AI summaryFour reasoning frameworks now automatically trigger based on context in the analyst_context block.
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What changed
The four reasoning frameworks (pre-mortem, rebalance, tax-harvest, scenario) introduced in v0.14.0 only ran when the user explicitly invoked the slash command. Claude couldn't trigger them automatically.
This release inlines the same frameworks into the `analyst_context` block returned by `setup_status` — with trigger conditions — so Claude applies them automatically:
- Pre-mortem fires when you're considering a buy, ask "is this safe?", or seem anchored to a single thesis.
- Rebalance fires when concentration > 30% in one ticker/sector or you ask about portfolio balance.
- Tax-harvest fires near year-end, when you ask about taxes, or when you have meaningful unrealized losses.
- Scenario fires when you ask "what if X happens" or are anxious about a macro event.
The slash commands stay available — use them when you want to invoke a framework deliberately.
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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)
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Beta — feedback welcome: [email protected]