This release adds 3 notable features for engineering teams evaluating rollout.
✓ No known CVEs patched in this version
Topics
+4 more
Summary
AI summaryAdded Equity Risk Premium, Real FCF Yield metrics to valuation and Return Decomposition with FX effect plus Risk Summary to portfolio reports.
Full changelog
What's new
firma show valuation
- Equity Risk Premium (ERP) — earnings yield minus 10Y Treasury yield. Positive = equities offer a premium over risk-free; negative = bonds are currently more attractive.
- Real FCF Yield — FCF yield minus 10Y breakeven inflation. Positive = company generates returns above inflation; negative = value depends on future growth.
- Both metrics require a FRED API key (
firma config set fred-key). Plain-text interpretation note included for both CLI and MCP.
firma show portfolio
- Return Decomposition (non-USD display currency only) — per-ticker breakdown of USD price return vs FX effect vs total home-currency return, weighted by avg buy date.
- Risk Summary — Sharpe, Sortino, annualized return, volatility, max drawdown, win rate. Uses live FEDFUNDS rate as risk-free rate when FRED key is set.
- Both sections include a plain-text interpretation note at the bottom.
MCP (show_valuation, show_portfolio)
show_valuationresponse includeserp_pct,erp_note,real_fcf_yield_pct,real_fcf_yield_note,treasury_10y_pct,earnings_yield_pct,breakeven_inflation_pctshow_portfolioresponse includesrisk_summary(withnote) andfx_decomposition(withnote) fields
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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]