If you already have trading history, financial records, or a net worth spreadsheet — you don't have to re-enter everything by hand. Just give the file to Claude and ask it to import.
How It Works
Claude Desktop can read files you attach directly in the chat. When you share a spreadsheet, CSV, or even a screenshot of your brokerage statement, Claude reads it and calls add_txn (or add_balance /add_flow) for each row — one by one, automatically.
You don't need a specific format. Claude handles the parsing. Messy column names, different date formats, Korean/English labels — it figures it out.
Importing Trade History
Export your trading history from your brokerage (usually CSV or Excel), attach it to Claude Desktop, and say:
You
[trades.csv attached]
Here's my trading history from Interactive Brokers. Log all of these into firma.
Claude
I can see 47 transactions. I'll log them in chronological order so the average cost calculations are accurate. Starting now —
✓ TSLA buy 100 @ $78.00 · 2025-01-02
✓ TSLA buy 62 @ $252.00 · 2025-01-02
✓ TSLA buy 5 @ $406.00 · 2025-01-03
... 44 more
Done — 47 transactions logged. Run firma sync to pull current prices, then I can show you your full portfolio with P&L.
Claude logs transactions in date order automatically so average cost calculations stay accurate. If your CSV has unusual column names, just describe the format: "the column called 'Qty' is shares, 'Exec Price' is the price."
No File? Just Describe It
You don't need to have an export ready. If your trading history is in notes, memory, or a screenshot, just tell Claude:
You
I've been buying TSLA regularly over the past year. I have about 392 shares total. Here are the trades I remember: 100 shares at $78 in Jan 2025, 62 at $252 same day, then a bunch of smaller buys through 2025 and early 2026 averaging around $300. The current avg cost should be around $245.
Claude
I'll log the ones you've described and flag that the remaining buys are approximate. For the transactions you don't have exact records for, I'll use a "deposit" entry so it doesn't distort the average cost calculation. Want me to proceed?
Importing Net Worth History
If you have a spreadsheet with monthly snapshots of your assets and liabilities, Claude can import all of it at once.
You
[net_worth.xlsx attached]
This spreadsheet has my monthly asset snapshots since 2023. Each row is a month with columns for investments, savings, car, pension, and loans. Log all of it.
Claude
Got it — 36 monthly entries from 2023-04 to 2026-03. I'll map your columns to firma's categories: investments → Investments, savings → Cash, car → Other Assets, pension → Other Assets, loans → Short-term Liab. Importing now —
✓ 2023-04 Investments $57.5K · Cash $21.7K · ...
✓ 2023-05 Investments $60.2K · Cash $23.0K · ...
... 34 more months
Done. Run firma report to see your full net worth history with trends.
firma's balance sheet categories: Investments, Cash,Other Assets for assets;Short-term Liab., Long-term Liab. for liabilities. If your data uses different labels, tell Claude how to map them.
Importing Cash Flow History
Monthly income and expense records — from a bank statement export, a household budget spreadsheet, or anything else you have.
You
[income_expense.xlsx attached]
This has my income and expenses by month and category since 2023. Columns: month, salary, business income, rent, utilities, food, other. Import it all.
Claude
I'll map these to firma's flow categories: salary → Salary, business income → Business, rent → Rent, utilities → Utilities, food + other → Personal. Importing 36 months —
✓ 2023-04 Income $6,340 · Expenses $3,142 (savings 50.4%)
✓ 2023-05 Income $5,500 · Expenses $4,531 (savings 17.6%)
... 34 more months
Done. Your average savings rate across 36 months is 38.2%.
Tips
Import portfolio before financials
Trade history should go in first. Once the portfolio is set up, runfirma sync, then Claude can reference current P&L when you import the rest.
Review after each import
After importing, ask Claude to run firma show portfolio orfirma report so you can spot any obvious errors before adding more data on top.
Partial data is fine
You don't need complete history to start. Even 6 months of data is enough to see trends. Firma is most useful going forward — the longer you use it, the more useful it becomes.