This release adds 2 notable features for engineering teams evaluating rollout.
✓ No known CVEs patched in this version
Topics
+4 more
Summary
AI summaryNew @firma/technical package adds execution‑only chart signals and partial ledger edit updates preserving memo safety.
Changes in this release
| Type | Severity | Summary | CVE |
|---|---|---|---|
| Feature | Medium |
Adds @firma/technical package with show_technical execution-only chart observation tool. Adds @firma/technical package with show_technical execution-only chart observation tool. Source: llm_adapter@2026-05-31 Confidence: high |
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| Feature | Medium |
Updates edit_balance and edit_flow to support partial updates keyed on period, type, sub_type, category. Updates edit_balance and edit_flow to support partial updates keyed on period, type, sub_type, category. Source: llm_adapter@2026-05-31 Confidence: high |
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| Bugfix | Low |
Fixes guard transaction share balance issue in portfolio module. Fixes guard transaction share balance issue in portfolio module. Source: llm_adapter@2026-05-31 Confidence: high |
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| Bugfix | Low |
Removes Windows smoke test calls to retired CLI flags in CI. Removes Windows smoke test calls to retired CLI flags in CI. Source: llm_adapter@2026-05-31 Confidence: high |
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Full changelog
Highlights
show_technical MCP tool — execution-only chart observation
A new @firma/technical package powers a show_technical tool that surfaces short-term positioning signals (RSI, MACD, Bollinger Bands, ATR, moving averages, price position) plus a composite score. Execution-only by design: use it after a fundamentals-based buy/sell decision to time entries, size positions, or set stops — never to answer "should I buy/sell X?" on its own. Carries the same epistemic guard as the thought-experiment family.
Partial edit_balance / edit_flow — memo-safe ledger repair
edit_balance / edit_flow now do a real partial update keyed on (period + type + sub_type + category). Change memo alone (pass null to clear it) without re-entering amount, avoiding native-value drift from FX reconversion at the original date. Supply amount + currency together to reconvert via historical FX; omit both to preserve the stored USD amount exactly.
Fixes
- portfolio: guard transaction share balance (#50)
- ci: Windows smoke test no longer calls retired CLI flags
Internal
publish.ymlgainsworkflow_dispatchso npm publish can be retried after token fixes- README trimmed to essentials; CLAUDE.md synced with the shipped tool surface
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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]