evan-moon

evan-moon / firma

Public

Local-first CLI portfolio tracker for overseas investors, with built-in MCP server for Claude

firma-cli.vercel.app claude cli finnhub local-first mcp
12
1
100% credibility
Found Apr 27, 2026 at 12 stars -- GitGems finds repos before they trend. Get early access to the next one.
Sign Up Free
AI Analysis
TypeScript
AI Summary

Firma is a local-first CLI and AI-integrated tool for tracking investment transactions, portfolio performance, net worth, cash flow, and macro context using free public data sources.

How It Works

1
🔍 Discover Firma

You hear about Firma, a simple tool to track your investments, net worth, and spending right on your computer.

2
📦 Get it running

Install Firma with one easy command – it sets up a private spot for your financial data.

3
🔗 Connect helpers

Sign up for two free services (one for stock prices, one for money trends) and link them so Firma stays up to date.

4
🤖 Team up with Claude

Tell Firma to connect with your AI chat buddy Claude, unlocking smart questions about your money.

5
📈 Share your trades

Paste your bank or broker file into Claude – it reads your buys, sells, and balances, building your full picture instantly.

6
💬 Ask away

Chat naturally: 'What's my portfolio worth?' or 'Am I on track for retirement?' – get charts and advice.

🌟 Your money in focus

Everything's private on your machine: track gains, spot risks, plan ahead – feel in control of your finances.

Sign up to see the full architecture

5 more

Sign Up Free

Star Growth

See how this repo grew from 12 to 12 stars Sign Up Free
Repurpose This Repo

Repurpose is a Pro feature

Generate ready-to-use prompts for X threads, LinkedIn posts, blog posts, YouTube scripts, and more -- with full repo context baked in.

Unlock Repurpose
AI-Generated Review

What is firma?

Firma is a TypeScript CLI portfolio tracker built for overseas investors juggling multi-currency holdings like USD, KRW, EUR, and JPY. Drop in trade CSVs or manual entries, and it derives live P&L, net worth, cash flow, and risk metrics from a local SQLite db—no cloud sync needed. With built-in MCP server, it plugs straight into Claude Desktop for AI queries like "analyze my concentration risk" or "import this balance sheet."

Why is it gaining traction?

Unlike bloated apps or spreadsheets, firma stays local-first on GitHub, with historical FX from FRED ensuring old KRW balances use 2018 rates, not today's. CLI commands like `firma show portfolio`, `firma brief`, or `firma report` spit out JSON for scripting, while Claude handles bulk imports and scenarios like tax-loss harvesting. The MCP hook lets Claude call every tool natively, turning vague chats into precise financial visuals.

Who should use this?

Overseas investors manually logging IBKR trades or monthly net worth who hate drifting holdings tables. Devs using Claude Desktop for daily briefs on movers, macro regimes, or stress indices. Anyone tracking concentration (HHI by ticker/sector) or benchmarking vs SPY without subscribing to premium platforms.

Verdict

Grab it if you're in the niche—installs via npm, solid README with CLI ref and prompts like `/analyst`. At 12 stars and 1.0% credibility, it's early (watch for Node 22 deps), but docs and MCP make it instantly usable over raw spreadsheets.

(198 words)

Sign up to read the full AI review Sign Up Free

Similar repos coming soon.