Report

Aggregated view of your entire financial history — net worth trend, asset breakdown, cash flow, savings rate, and income/expense breakdown, all in one command.

firma report

Runs across all your balance and flow data to produce a comprehensive financial report. Add -c USD (or EUR, JPY, GBP, CNY) to convert amounts to a foreign currency at the current exchange rate.

Net worth trend (last 7 months):

$firma report -c USD

  PERIOD      NET WORTH       MoM Δ
  ─────────────────────────────────────────
  2025-09     $431K           +$61K
  2025-10     $455K           +$24K
  2025-11     $447K           -$8K
  2025-12     $480K           +$33K
  2026-01     $476K           -$4K
  2026-02     $445K           -$31K
  2026-03     $441K           -$5K
  36 months  Net Worth $441K

Net worth as ASCII bar chart:

  2025-09  ███████████████████▊░░  $431K
  2025-10  ████████████████████▉░  $455K
  2025-11  ████████████████████▌░░  $447K
  2025-12  ██████████████████████  $480K
  2026-01  █████████████████████▉  $476K
  2026-02  ████████████████████▍░░  $445K
  2026-03  ████████████████████▎░░  $441K

Asset breakdown (latest month):

  Assets  Total $442K  (2026-03)
    Investments   ██████████▎░░░░░░  $283K  64.0%
    Other Assets  ████▏░░░░░░░░░░░░  $114K  25.7%
    Cash          █▋░░░░░░░░░░░░░░  $46K   10.3%

  Liabilities  Total $1.1K
    Short-term    ████████████████  $1.1K  100.0%

  Net Worth  $441K

Cash flow with savings rate (recent months):

  PERIOD      INCOME        EXPENSES      SAVINGS
  ─────────────────────────────────────────────────
  2026-01     $22,374        $7,766        65.3%
  2026-02     $10,258        $6,771        34.0%
  2026-03     $13,433        $6,981        48.0%
  36 months  Avg savings rate 38.2%

Income breakdown (2026 YTD):

  Income  Total $46,065
    Salary        ████████████▌░░░  $36,021  78.2%
    Business      █░░░░░░░░░░░░░░  $5,657   12.3%
    Other Income  █▍░░░░░░░░░░░░░░  $4,044    8.8%
    Dividends     ▏░░░░░░░░░░░░░░░░  $244      0.5%

  Expenses  Total $21,518
    Personal      █████████████▋░░  $18,316  85.1%
    Rent          █▌░░░░░░░░░░░░░░  $2,031    9.4%
    Utilities     ▎░░░░░░░░░░░░░░░░  $278      1.3%

  Savings  $24,547  (53.3%)

Options

firma reportFull report in your local currency

firma report -c USDConvert all amounts to USD at today's rate

firma report balanceBalance sheet trend only

firma report flowCash flow history only

Exchange rates are fetched automatically from open.er-api.com. Supported currencies: USD, EUR, JPY, GBP, CNY.