This release includes 2 breaking changes for platform teams planning a safe upgrade.
✓ No known CVEs patched in this version
Topics
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Summary
AI summaryRemoved the firma migrate command and made USD the canonical ledger currency.
Full changelog
What's changed
Multi-currency support
- USD is now the canonical ledger currency.
add balance/add flowprompt for input currency (USD, KRW, EUR, JPY, CNY, GBP), fetch live FX, and convert to USD before write — the spot rate is shown when input is non-USD - Interactive currency picker on display.
show portfolio/show balance/show flow/show dividend/show snapshotall prompt for display currency when--currencyis omitted;--currencyflag and--jsonmode preserved for scripting/LLM use show txnsrenders each transaction in its stored currency — KRW transactions show ₩, USD show $ (no more incorrect $128,300)show balance [period]/show flow [period]accept positional period args; fall back to most recent period with data when current month is empty
MCP parity
add_monthly— batch upsert balance + flow entries for a single period in one callreport_combined— balance + flow trends in one call
Internals
- Extracted pure utilities (currency formatting, period helpers, prompt helpers, render) from
commands/intoutils/ - Dropped unused exports, dead helpers, and the
providers/prices.tsno-op wrapper - Removed
firma migrate— was a one-shot KRW→USD migration that's no longer reachable since new entries are always written as USD
Upgrade
```bash
npm install -g firma-app@latest
```
Breaking Changes
- Removed `firma migrate` command – no longer reachable after multi-currency changes.
- Made USD the canonical ledger currency; all balance and flow entries must be stored as USD.
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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]