Why Firma?

Claude becomes your personal wealth analyst. Firma feeds it your portfolio, net worth, cash flow, and live market data, all locally on your machine, so every question gets a real answer anchored to your actual situation instead of a generic one.

The Problem

You invest in the US market, track expenses somewhere, and have a rough sense of your net worth. But "rough sense" isn't the same as knowing. When was the last time you actually answered: am I getting ahead? Is my portfolio too concentrated? Is macro about to matter to me?

Finance apps give you dashboards. Spreadsheets give you cells. Neither gives you answers.

What Firma Lets You Ask

Claude Desktop · firma MCP connected

You

Am I actually building wealth?

Claude

Yes. Net worth went from $294k to $427k over the past 12 months. That's a $133k gain. Portfolio is up $66k unrealized (+48.8%). Cash flow is solid: you're saving $6.2k a month on average, a 48% savings rate.

The one thing to watch: TSLA is 74% of your equity. A 10% TSLA move is roughly a 7% move in your net worth. Macro is supportive right now (stress index 4/100, all five regime signals risk-on), but your real risk is concentration, not the market.

You

Anything I should watch this week?

Claude

MSFT reports Apr 29 AMC (EPS est $4.14) and AAPL reports Apr 30 AMC (EPS est $1.98). Together they're 9.6% of your portfolio. Manageable, but both fall in the same week. VIX is moderate at 19.3. No macro releases this week that would directly affect your positions.

These answers draw from your transaction history, monthly balance snapshots, cash flow records, and live macro data, all stored locally on your machine.

What Makes Claude a Real Analyst

Anchored to your goals, not generic advice

With your profile (five optional fields), “$441K net worth” becomes “$441K = 44% of FIRE target, 12 years to go.” With your reasons logged on each trade, Claude can track whether your stated thesis actually played out.

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Reasoning frameworks fire automatically

Pre-mortem on a risky buy, rebalance when concentration drifts, tax-harvest near year-end, and scenario analysis on macro questions. Claude triggers them based on what you ask, so there is nothing to memorize.

loc

Your data, your machine

Everything lives in ~/.firma/firma.db. No accounts, no cloud sync, no subscription. Market data comes from Finnhub and FRED using your own API keys. Nothing passes through any server we control.

Refuses to fabricate

If the data Claude needs isn't loaded yet, it tells you what's missing and the one fix to close the gap, instead of inventing a plausible-looking answer.

Power users can drive everything from the terminal too. Every MCP tool has a matching firma command. See the CLI Reference.

Who It's For

Developers who invest in the US market and use Claude Desktop. You should be comfortable with a terminal. Setup takes about 5 minutes. If you have existing trade history in a spreadsheet or CSV, hand the file to Claude and it'll import everything for you.

Get started → Importing existing data →