Transactions are the source of truth for your portfolio. Holdings and average cost are derived from them — there is no separate holdings table to keep in sync.
firma show txns [ticker]
Lists all transactions with their running average cost after each entry. Pass a ticker to filter to a single holding. The ID column is used when editing or deleting a specific record.
| ID | DATE | TYPE | SHARES | PRICE | TOTAL | AVG COST |
|---|---|---|---|---|---|---|
| #86 | 2026-04-08 | buy | 5 | $351.69 | $1,758.43 | $245.68 |
| #8 | 2026-04-01 | buy | 5 | $354.75 | $1,773.75 | $244.24 |
| #39 | 2026-03-25 | buy | 8 | $387.85 | $3,102.80 | $242.72 |
| #28 | 2026-02-28 | buy | 18 | $396.37 | $7,134.66 | $237.22 |
| #101 | 2025-11-17 | buy | 8 | $406.45 | $3,251.60 | $228.60 |
| #1 | 2025-01-02 | deposit | 100 | $78.00 | $7,800.00 | $78.00 |
| 24 transactions | ||||||
Transaction types: buy, sell, deposit (transfer-in),dividend, tax. Only buy and deposit with a price affect average cost.
firma add txn
Interactive prompts for recording a new transaction. Average cost is recalculated automatically after each entry.
You can also add trades from Claude Desktop — say "I bought 15 AAPL at $211" and Claude calls add_txn directly.
firma edit txn [id]
Edit an existing transaction by ID. If you omit the ID, an interactive picker lets you select from your recent transactions. Only the fields you change are updated — the rest stay as-is.
firma delete txn [id]
Delete a transaction permanently. Holdings and average cost are recalculated immediately. Omit the ID for an interactive picker.