evan-moon/firma

v0.16.4 Feature

This release adds 3 notable features for engineering teams evaluating rollout.

Published 1mo MCP Developer Tools

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✓ No known CVEs patched

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✓ 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

Native USD balance entries allow dual KRW/USD holdings without forced conversion.

Full changelog

Features

Native USD balance entries: 자국 통화 사용자가 KRW + USD 자산을 둘 다 갖고 있을 때, 모든 값을 한 통화로 강제 통일하지 않고 native 그대로 입력 가능.
- CLI firma add balance: 입력 통화가 USD가 아니면 USD Cash & Savings 카테고리가 추가로 노출됨. 환산 없이 USD로 직접 입력.
- MCP add_balance / add_balances / add_monthly: 각 entry에 currency 인자 추가 (default 'USD'). 비-USD는 entry.date 기준 historical FX로 자동 환산.
- 저장은 항상 USD canonical, 보여줄 때 display currency로 환산해 표시 (기존 그대로).

Improvements

Wealth-trajectory analyst hint: "자산이 늘고 있나" 류 질문에 Claude가 portfolio 단일 view로 답하던 문제. report_combined description + analyst principles 보강해서 balance + flow + snapshot 종합하도록 유도.

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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)

evan-moon/firma

Summary

Features

Improvements

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