Importing Data

Drop your brokerage export, spreadsheet, or screenshot into Claude. It reads the format, maps the columns, and logs everything into firma. You just watch.

Claude handles everything

Tip: type /import-trades in Claude Desktop for a guided flow.

fmt

Any format

CSV, Excel, PDF, screenshot, plain text, copy-paste from a browser. You don't need to clean or reformat anything before handing it over.

col

Any column naming

"Exec Price", "Trade Price", "Unit Cost", or non-English headers from your local broker. Claude figures out what each column means. If it's ambiguous, it asks once and proceeds.

ord

Correct order, automatically

Transactions are logged chronologically so average cost calculations stay accurate, even if your file is sorted differently.

gap

No file? Just describe it

If your records are incomplete or only in memory, tell Claude what you remember. It fills in what it can and flags the gaps so nothing distorts your cost basis.

Importing trade history

Export your trading history from your brokerage (usually CSV or Excel), attach it to Claude Desktop, and say:

Claude Desktop · firma MCP connected

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 stays 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. I logged 47 transactions. Run firma sync to pull current prices, then I can show you your full portfolio with P&L.

If your CSV has unusual column names, just describe them once: "the column called 'Qty' is shares, 'Exec Price' is the price." Claude handles the rest.

No file? Just describe it

Claude Desktop · firma MCP connected

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 the rest as approximate. For transactions without exact records, I'll use a "deposit" entry so it doesn't distort the average cost calculation. Want me to proceed?

Importing net worth history

Claude Desktop · firma MCP connected

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. There are 36 monthly entries from 2023-04 to 2026-03. I'll map the columns to firma's categories and import them 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.

Importing cash flow history

Claude Desktop · firma MCP connected

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 categories automatically and import all 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

①

Import portfolio first

Start with trade history. Once the portfolio is in place, run firma sync so Claude can reference live P&L when you import net worth and cash flow history.

②

Review after each import

After each import, ask Claude to run firma show portfolio or firma report. It's the fastest way to catch obvious mistakes before you layer on more data.

③

Partial data is fine

You don't need complete history to start. Even 6 months of data is enough to see trends. The longer you use firma, the more useful it becomes.