evan-moon/firma

What it does

Firma is a local-first CLI asset tracker specifically designed for overseas stock investors. It provides comprehensive portfolio management and financial analysis tools integrated with Claude Desktop through the Model Context Protocol (MCP). The tool offers 13 specialized tools for tracking investments, analyzing cash flows, and researching market opportunities.

How to set up

Installation is straightforward via npm package manager. Run the command: npm install -g firmaapp. Once installed, the tool integrates with Claude Desktop as an MCP server, enabling seamless access to its features through Claude's interface.

Key features

• Portfolio tracking and management
• Net worth snapshots and reporting
• Cash flow analysis
• Market research tools including earnings data
• Insider trade monitoring
• SEC filings access
• Finnhub API integration for real-time market data
• Local-first architecture for privacy
• Claude Desktop MCP integration
• 13 specialized financial analysis tools