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Release history

evan-moon/firma releases

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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All releases

49 shown

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v0.21.0 New feature

@firma/technical + memo‑safe edits

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v0.20.0 Breaking risk
Breaking upgrade

API rename + brief change

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v0.19.0 Breaking risk

Advisor guidance + MCP consolidation

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Config change
v0.18.16 Bug fix

Windows MSIX registration fix

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v0.18.15 Bug fix

Windows MCP fix + macOS UI change

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v0.18.14 Breaking risk

API key input form dropped

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v0.18.13 Bug fix

Windows installer silent mode fix

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v0.18.12 Bug fix

Windows installer path fix

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v0.18.11 New feature

Direct .pkg download

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v0.18.10 Bug fix

Installer fixes for macOS

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v0.18.9 Feature

Single API‑key dialog

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v0.18.8 Bugfix

English postinstall dialogs

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v0.18.7 Feature

GUI API key setup in .pkg

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v0.18.6 Bugfix

Fix .pkg MCP registration

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v0.18.5 Feature

macOS pkg installer

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v0.18.4 Feature

Memex integration guidance + event‑driven saves

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v0.18.3 New feature

Instructions, investigation protocol, projection prompt

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v0.18.2 Feature

Integrated `get_brief` narrative

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v0.18.1 New feature

New brief sections + insights

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v0.18.0 New feature

Valuation metrics + Portfolio risk breakdown

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v0.17.2 New feature

Shell tab completion

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v0.17.1 Bug fix

Fix show world-intel filter

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v0.17.0 New feature

Command list in help

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Config change
v0.16.7 Breaking risk
Auth RBAC

Enforced ledger categories

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v0.16.6 New feature

Snapshot comparison in brief

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v0.16.5 Bug fix

Stale version + dev noise fixes

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v0.16.4 New feature

Native USD balances

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v0.16.3 New feature

GitHub star CTAs + MCP promo

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v0.16.2 Bug fix

Build fix + date normalization

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v0.16.1 New feature

Capabilities map & data gating

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v0.16.0 New feature

Bulk import tools

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v0.15.0 New feature

User profile feature

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v0.14.1 New feature

Automatic framework triggers

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v0.14.0 Breaking risk

memo → reason

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v0.12.0 New feature

Drawdown, 5y percentile, milestones, YLD@COST, rebalance hint

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v0.11.2 Breaking risk

README restructuring

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v0.11.1 Breaking risk

Removed note() box renderer

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v0.11.0 Breaking risk

doctor diag + bugfixes + cleanup

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v0.10.0 New feature

Historical FX conversion

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v0.9.0 New feature

FX rate caching infrastructure

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v0.8.0 New feature

Stress Index + Regime Bias + Enriched Brief

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v0.7.0 New feature

FX impact reporting

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v0.6.0 New feature

FRED macro + concentration

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v0.5.0 Breaking risk

Removed `firma migrate`; USD canonical

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v0.4.2 Feature

`mcpName` field

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v0.4.1 Bug fix

Fix update notifier skip

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Config change
v0.4.0 Breaking risk
Auth

Auth gate removal + Supabase drop

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v0.3.0 Breaking risk
Breaking changes
  • `firma portfolio` → `firma show portfolio`
  • `firma txns` → `firma show txns`
  • `firma balance` (interactive) → `firma add balance`
Notable features
  • CLI restructured into verb groups: add, show, report
  • `firma edit balance [period]` pre‑fills existing values in the add wizard
  • `firma delete balance [period]` removes all entries for a period
Full changelog

Highlights

  • CLI restructure into verb groups: firma add, firma show, firma report. Drop the --json magic toggle that conflated input and read modes.
  • Edit and delete for balance/flow: firma edit balance [period] re-runs the add wizard with existing values pre-filled. firma delete balance [period] drops every entry for a period.
  • Auto-sync in show portfolio: firma show portfolio now refreshes Finnhub prices first; pass --no-sync to skip.
  • firma add monthly replaces firma settle for combined month-end entry.
  • firma report settle replaces firma settle --json for the read-only summary.
  • Bug fixes: MCP avg-cost calculation no-op (totalCost never reduced on sell), periodEndDate timezone bug, exchange-rate validation accepting non-positive values.

MCP

All tools renamed to add_* / show_* / report_* for parity with the CLI. New tools: delete_balance, delete_flow, report_settle. add_balance/add_flow remain upserts and act as edit when the composite key matches.

Breaking changes

This is a 0.x release with no backward-compatible aliases.

  • firma portfolio → firma show portfolio
  • firma txns → firma show txns
  • firma balance (interactive) → firma add balance
  • firma balance --json → firma show balance --json
  • firma flow → firma add flow / firma show flow --json
  • firma settle → firma add monthly / firma report settle
  • firma news/insider/financials/earnings → firma show ...
  • firma edit/delete (top-level) → firma edit/delete txn
  • MCP get_* → show_*, set_* → add_*, get_period_summary → report_settle
View release on GitHub
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v0.2.1 Feature

Money scope + exchange rates

Open

Beta — feedback welcome: [email protected]