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evan-moon/firma

v0.18.2 Feature

This release adds 3 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

Improved get_brief to present results as an integrated narrative rather than a simple list.

Full changelog

feat(mcp): get_brief 결과를 단순 나열이 아닌 통합 서사로 제시하도록 Claude 지침 개선

  • get_brief 툴 description에 PRESENTATION RULE 추가
  • morning 프롬프트를 synthesis 중심으로 재작성
  • analyst_context.principles에 brief synthesis 규칙 추가
  • insights[]를 서사 축으로 사용, 동일 ticker가 movers+news+earnings에 동시 등장 시 우선 언급

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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]