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evan-moon/firma

v0.5.0 Breaking

This release includes 2 breaking changes for platform teams planning a safe upgrade.

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

Removed 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 flow prompt 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 snapshot all prompt for display currency when --currency is omitted; --currency flag and --json mode preserved for scripting/LLM use
  • show txns renders 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 call
  • report_combined — balance + flow trends in one call

Internals

  • Extracted pure utilities (currency formatting, period helpers, prompt helpers, render) from commands/ into utils/
  • Dropped unused exports, dead helpers, and the providers/prices.ts no-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)

All releases →

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]