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evan-moon/firma

v0.16.6 Feature

This release adds 2 notable features for engineering teams evaluating rollout.

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

Added since‑last‑snapshot value change display to firma brief output and get_brief response.

Full changelog

What's new

firma brief — 마지막 스냅샷 대비 등락 표시

일일 브리핑 요약 라인에 Since YYYY-MM-DD: +$X (+X.XX%) 가 추가됐다. Today / All-time 사이에 끼어, 가장 최근 portfolio snapshot 이후의 가치 변화를 한눈에 보여준다.

  • 기준은 오늘보다 이전 가장 최근 snapshot 일자
  • 이전 snapshot이 없으면 no prior snapshot — same as current 로 표시
  • MCP get_brief 응답에도 동일하게 snapshot_comparison 필드 추가
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)

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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]