CLI Reference

firma is built around Claude, so most people barely touch the CLI after setup. Still, every MCP tool has a matching firma command for scripting, automation, or direct terminal use. Every read command also supports --json.

Setup

firma config set finnhub-key <key>Set Finnhub API key (free at finnhub.io)

firma config set fred-key <key>Set FRED API key (free at fred.stlouisfed.org)

firma config set currency <CODE>Set home display currency (KRW, USD, JPY, EUR, …)

firma config get [key]Show config values

firma mcp installRegister the MCP server in Claude Desktop config

firma doctorCheck setup status, including keys, data, and the FX cache. Suggests fixes when something is missing.

firma profileSet up goals interactively (5 fields, all optional)

Portfolio

firma show portfolioHoldings with P&L, avg cost, market value

firma show txns [ticker]Transaction history with running average cost

firma show dividendEstimated annual dividend income + per-ticker yield

firma show concentrationHHI concentration by ticker, currency, sector, country

firma show snapshot [ticker]Portfolio value history. --from/--to for range

firma show benchmarkPortfolio return vs SPY/QQQ. -b for custom benchmarks

firma show riskVolatility, drawdown, Sharpe, Sortino, and beta. Requires snapshots

firma show profileStored goals (birth year, retirement target, target net worth, …)

Net Worth & Cash Flow

firma add balance [-p YYYY-MM]Monthly asset & liability snapshot wizard

firma add flow [-p YYYY-MM]Monthly income & expense entry wizard

firma add monthly [-p YYYY-MM]Record balance and cash flow in one session. Best for month-end

firma show balance [-p YYYY-MM]Stored balance entries

firma show flow [-p YYYY-MM]Stored flow entries

firma reportNet worth trend + cash flow charts (combined)

firma report balance / flow / settleTargeted views. -c USD to display in any currency

Transactions & Snapshots

firma add txnRecord one transaction: buy, sell, deposit, dividend, or tax

firma edit txn [id]Edit a transaction (date, shares, price, reason)

firma delete txn [id]Delete a transaction

firma add snapshotSync prices and record today's portfolio snapshot

firma edit snapshotEdit a snapshot entry (interactive picker)

firma delete snapshot [date]Delete all entries for a date

Daily Brief & Sync

firma briefMovers, news, earnings, and macro context. Cached daily, and it auto-snaps if today's snapshot is missing. --refresh regenerates it.

firma syncFetch latest prices (Finnhub) + FX rate history (FRED)

firma sync fxRefresh FX history only, with incremental backfill

Macro

firma show macroVIX, 10Y yield, yield curve, USD index, HY spread, inflation, fed funds, FX

firma show stressEconomic Stress Index (0–100) from 5 FRED series

firma show regimeMacro regime bias. Risk-on / Mixed / Risk-off

firma show fx [currency]Cached FX history. --from/--to/--limit

Research

firma show news <ticker>Recent company news

firma show insider <ticker>Insider buy/sell transactions

firma show financials <ticker>SEC-reported quarterly financials

firma show earnings [ticker]Earnings calendar + EPS history

Tips

json

--json on every read command

Pipe firma output into jq, scripts, or other tools. It is the same data Claude sees, with the same field names.

firma rm aliases firma delete

Shorter form for the destructive verbs.

Local SQLite at ~/.firma/firma.db

Everything lives in one file. Back it up, copy it between machines, or open it directly with any SQLite client.