Firma

Gives Claude read/write access to a local SQLite portfolio database that tracks trades, cash flow, and net worth across nine international markets. The MCP layer exposes diagnostic tools (portfolio state, transaction history, balance snapshots) and projection tools (Monte Carlo simulations, scenario modeling with disclosed assumptions). It pulls prices from Finnhub and historical FX rates from FRED, backfills 90 days of daily history on first sync, and derives all portfolio metrics live from the transaction log instead of maintaining a separate holdings table. Designed for overseas investors who want conversational access to their brokerage data without cloud sync. Pairs with a CLI for initial setup, manual transaction entry, and data repair when Claude gets something wrong.