Report
A single aggregated view of your financial history: net worth trend, asset breakdown, cash flow, savings rate, and income/expense breakdown.
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.Balance sheet table (recent months):
$firma report
| PERIOD | NET WORTH | MoM Δ |
|---|---|---|
| 2025-09 | $451,915 | +$57,818 |
| 2025-10 | $472,139 | +$20,224 |
| 2025-11 | $449,602 | −$22,537 |
| 2025-12 | $490,215 | +$40,613 |
| 2026-01 | $485,986 | −$4,229 |
| 2026-02 | $457,000 | −$28,986 |
| 2026-03 | $426,691 | −$30,309 |
| 36 months | Net Worth $426,691 | |
Net worth trend as ASCII bar chart:
Net Worth Trend 2025-09 ━━━━━━━━━━━━━━━━━━━━── $451,915 2025-10 ━━━━━━━━━━━━━━━━━━━━━─ $472,139 2025-11 ━━━━━━━━━━━━━━━━━━━━── $449,602 2025-12 ━━━━━━━━━━━━━━━━━━━━━━ $490,215 2026-01 ━━━━━━━━━━━━━━━━━━━━━━ $485,986 2026-02 ━━━━━━━━━━━━━━━━━━━━━─ $457,000 2026-03 ━━━━━━━━━━━━━━━━━━━━── $426,691
Projections
When your average monthly cash flow is positive,
firma report
appends a milestone projection. The next four round-number net worth targets
and how many months away each one is, at your current average savings rate.Avg monthly flow +$4,500 $100,000 ~3 months $150,000 ~14 months $200,000 ~25 months $250,000 ~36 months
Milestones scale automatically with your current net worth. At $87K, the next targets are $100K, $150K, $200K, and $250K. At $450K, they would be $500K, $750K, $1M, and $1.5M. The projection assumes a constant monthly flow, so market gains and losses are not factored in.
Projections only appear when the average monthly cash flow is positive.
If your outflows exceed savings in the period covered, the section is omitted.
Options
firma reportFull report in your local currencyfirma report -c USDConvert all amounts to USD at today's ratefirma report balanceBalance sheet trend onlyfirma report flowCash flow history onlyExchange rates are fetched automatically from open.er-api.com.
Supported currencies: USD, EUR, JPY, GBP, CNY.