You earned well this year.
Do you know where it went?
Just ask Claude.
Firma connects your portfolio, spending, and net worth to Claude Desktop via MCP. All data stays on your machine — nothing leaves your laptop.
npm install -g firma-appRead the docs →$firma show portfolio▋
| TICKER | QTY | AVG | PRICE | P&L |
|---|---|---|---|---|
| TSLA | 392 | $245.68 | $376.30 | +$55,870.94 (+60.97%) |
| NVDA | 156 | $128.05 | $208.27 | +$12,514.80 (+62.65%) |
| MSFT | 18 | $380.00 | $412.50 | +$585.00 (+8.6%) |
| Value | $179,999.72 | P&L | +$68,970 (+61.27%) | |
How it works
Claude Desktop · firma MCP connected
You
How is my portfolio doing?
Claude
Total market value is $147,509, up +$55,870 (+60.9%) from cost basis. TSLA (392 shares) is driving most of the gain.
You
I just bought 15 shares of AAPL at $211. Log it.
Claude
Done — AAPL 15 shares @ $211.00 recorded for today.
AI Visualization
Ask Claude to visualize. With Claude Desktop's artifact rendering, one prompt becomes an interactive dashboard — portfolio, spending, and net worth all at once.
Net worth$441K
Monthly income$13.4K
Monthly expense$7.0K
Net savings$6.4K
Net worth trend ($K)
SepOctNovDecJanFebMar
Asset allocation
StocksDepositVehicleCash