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 @evan-moon/firmaRead the docs →
Claude
My portfolio feels really volatile lately. Should I be worried?
Claude

TSLA is 74% of your equity, so portfolio swings are mostly TSLA swings. A 10% move in TSLA is roughly a 7% move in your net worth. Underlying cash flow is solid at $6.4k/month saved. If the volatility bothers you, trimming TSLA is the main lever.

That July expense spike looks alarming.
Claude

That was $57k in TSLL purchases. It was a leveraged TSLA ETF buy, not lifestyle spending. Strip that out and monthly expenses have been flat at ~$7k. Savings rate sits at 47.8%.

Give me a full overview of my finances with charts.
firma connected · tools loaded ›
Net worth (Mar 2026)$426,691+$132,423 vs Apr 2025
Portfolio value$202,309+$66,346 unrealized gain
Avg monthly income$10,356last 12 months
Avg savings rate39.8%excl. Jul investment spike

NET WORTH TREND: 12 MONTHS

Net worth Assets
AprMayJunJulAugSepOctNovDecJanFebMar

MONTHLY INCOME VS EXPENSES

Income Expenses
AprMayJunJulAugSepOctNovDecJanFebMar

* Jul 2025 expense spike ($57,888) includes TSLL investment purchases

SAVINGS RATE (MONTHLY %)

AprMayJunJulAugSepOctNovDecJanFebMar

PORTFOLIO ALLOCATION

TSLA74.4%
NVDA16.1%
AAPL5.8%
MSFT3.8%

UNREALIZED P&L BY POSITION

TSLA
NVDA
AAPL
MSFT
$0$10k$20k$30k$40k$50k$60k

Total unrealized gain +$66,346 (+48.8%)

Net worth grew from $294k in April 2025 to a peak of $490k in December, a gain of nearly $200k in 8 months. Since then it's pulled back to $427k, primarily driven by TSLA's Q1 2026 dip rather than any cash flow issue. Income & cash flow are healthy at a ~48% savings rate. TSLA drives everything at 74% of the portfolio. A 10% move in TSLA is roughly a 7% move in your net worth.