Claude Integration
One setup command turns Claude Desktop into your personal wealth analyst. It reads your portfolio, net worth, cash flow, market data, and stated goals, then ties every answer to that real picture instead of generic advice.
What You Can Ask
Net worth projection
You
Am I on track to hit $1M net worth by end of year?
Claude
Your current net worth is $441K, growing at roughly +$6,400/month on average over the past year. At that pace you'd reach $1M in about 87 months, around July 2033, not by the end of this year. To hit it by December you'd need to save +$46K/month, nearly 7x your current rate.
Portfolio exposure + earnings research
You
TSLA earnings are next week. What do analysts expect, and how exposed am I?
Claude
TSLA reports on Apr 30 AMC. Consensus EPS estimate is $0.43. Last quarter they missed, reporting $0.41. You hold 392 shares at avg cost $245.68, currently up +60.97%. TSLA is about 82% of your total portfolio value. A 5% move would swing your portfolio by roughly ±$7,500.
AI visualization (Claude Desktop artifact)
You
Give me a full overview of my finances with charts.
Claude
I'll pull your portfolio, balance history, and cash flow data together. Here's an interactive dashboard with net worth trend, asset allocation, and monthly savings rate all in one view.
↳ Claude renders an interactive React artifact with charts. No code needed from you.
Natural language transaction logging
You
I just bought 10 shares of NVDA at $875. Log it.
Claude
Done. NVDA 10 shares @ $875.00 recorded for today. Your NVDA position is now 166 shares at avg cost $134.51, up +$121,618 (+548%). (add_txn called automatically.)
Prompts
Type
/ in Claude Desktop to access guided workflows. Firma
ships ten prompts that lock in the right sequence of tool calls so
you don't have to think about it.Bulk import
import-tradesAttach a CSV or brokerage export. Claude shows the column mapping, waits for your confirmation, then writes every row in one bulk call. It handles hundreds of rows at once.
import-balanceAttach a net-worth spreadsheet, with rows as months and columns as balance categories. Same mapping-confirm-bulk flow, just stretched across multiple months.
import-flowAttach an income/expense spreadsheet. Same flow as import-balance, but targeted at the cash-flow tables.
Workflow
month-endWalks through every balance and cash flow category for the current period, then submits everything in one batch and shows the settlement summary.
morningPulls today's brief and shows only what needs attention: concentration risk, upcoming earnings, macro signal changes, and the top mover.
analystActivates a financial analyst mode. Claude starts with concentration risk, frames each number against net worth or runway, and folds portfolio, cash flow, and macro into one view.
setup-profileCaptures your goals (birth year, retirement target, target net worth, risk tolerance, notes) so future analysis has something real to anchor to. All five fields are optional, and Claude skips anything you don't want to share.
Decision support
pre-mortemFive plausible ways a position could go wrong over the next 12 months. Each failure mode is tied to your actual data, with dollar impact and one concrete mitigation.
rebalanceCompares your current allocation against the target, flags drift, and suggests specific trades. It checks the original trade reasons, tax cost on sells, and wash-sale risk before making a recommendation.
tax-harvestScans unrealized losses, applies the 30-day wash-sale rule, suggests similar but not identical replacements, and estimates tax savings by bracket.
scenarioModels a market shock ("S&P -20%"), a single-ticker move, or a macro shift on your actual portfolio. It states the beta assumptions up front so you can override and rerun.
You don't need to remember the slash commands. Claude calls
setup_status at the start of any conversation, and that
response includes the same reasoning frameworks with trigger conditions,
so Claude applies pre-mortem on a risky buy, harvest on year-end taxes,
or scenario analysis on a macro question without you typing anything.
The slash commands stay available when you want to invoke a framework explicitly.How It Works
MCP (Model Context Protocol) is an open standard for connecting AI models
to local tools and data sources. Firma ships a
firma-mcp binary
that implements an MCP server. Running firma mcp install writes
it into Claude Desktop's config:$firma mcp install
✓MCP registered at ~/Library/Application Support/Claude/claude_desktop_config.json
After restarting Claude Desktop, firma appears in the tools panel. Claude calls
firma tools automatically when you ask financial questions, so you do not need to invoke them manually.
Tips
Ask for visualizations
Claude Desktop can render React components as artifacts. Ask it to "show a chart of my net worth over time," and it will build an interactive visualization using your actual data.
Combine data sources in one question
Claude can call multiple tools in a single response. “How does my savings rate correlate with my TSLA position?” It will pull both cash flow and portfolio data to answer.
Log trades conversationally
You don't need the CLI to add trades. Just tell Claude and it calls
add_txn directly. Handy when you're already in a Claude conversation.Available Tools
Read: Portfolio
show_portfolioHoldings with P&L and average cost
show_txnsTransaction history, optionally filtered by ticker
show_dividendEstimated annual dividend income + per-ticker yield
show_concentrationHHI concentration by ticker, currency, sector, country
show_snapshotPortfolio value history (per-ticker or daily total)
show_pricesLatest synced prices for all holdings
show_benchmarkPortfolio return vs SPY/QQQ (or custom benchmarks) over the same period
show_riskVolatility, drawdown, Sharpe, Sortino, beta (requires snapshot history)
show_profileUser goals: birth year, retirement target, target net worth, risk tolerance, notes
set_profileUpdate profile fields (partial: only provided fields change). All optional.
Read: Balance & Cash Flow
show_balanceBalance sheet entries (filterable by period)
show_flowCash flow entries (filterable by period)
report_balanceMonthly net worth trend (aggregated)
report_flowMonthly income / expenses / savings rate trend
report_combinedBalance + flow trends in one call
report_settleMonth-end summary: balance + flow totals
Read: Macro & Brief
get_briefDaily brief: holdings + movers + news + earnings + macro + signals + auto-generated insights (cached per day)
show_macroCurated FRED macro snapshot (8 indicators + dynamic FX vs home currency)
show_stressEconomic Stress Index (0–100) from 5 FRED series with breakdown
show_regimeMacro regime bias (Risk-on / Mixed / Risk-off) from 5 binary signals
fetch_fred_seriesRaw FRED time series by ID (any of 800K+ series)
search_fred_seriesSearch the FRED catalog by keyword
get_fx_rateLook up historical FX rate (foreign per USD) for a date from local cache
Read: Research
show_earningsUpcoming earnings + EPS history
show_insiderInsider buy/sell transactions
show_financialsSEC-reported quarterly financials
show_newsRecent company news articles
Write
add_txnRecord one buy, sell, deposit, dividend, or tax transaction
add_txnsBulk-insert many transactions in one call (used for spreadsheet import)
edit_txnUpdate fields of an existing transaction by id
delete_txnDelete a transaction by id
add_balanceUpsert one balance sheet entry (acts as edit when key matches)
add_balancesBulk-upsert many balance entries across months (used for net-worth spreadsheet import)
add_flowUpsert one cash flow entry (acts as edit when key matches)
add_flowsBulk-upsert many flow entries across months (used for income/expense spreadsheet import)
add_monthlyBatch upsert balance + flow entries for a single period
delete_balanceDelete balance entries for a period (or a single category)
delete_flowDelete flow entries for a period (or a single category)
add_snapshotSync prices and record today's portfolio snapshot
edit_snapshotEdit fields of a snapshot entry
delete_snapshotDelete all snapshot entries for a date
Actions
sync_pricesFetch latest stock prices from Finnhub
sync_fx_ratesBackfill historical FX rate cache from FRED (incremental)