evan-moon/firma

Overview

Firma is a local-first CLI portfolio tracker designed for overseas investors. It stores data on the user's machine and includes a built-in MCP server for integration with Claude AI. The tool is written in TypeScript and runs in the terminal.

Best for

Best for
Overseas investors who prefer local data control and want AI-assisted portfolio tracking via Claude

Use cases

• Track overseas investment portfolios from the command line
• Analyze portfolio data using Claude via MCP server
• Maintain local control of financial data without cloud dependency

Notes

Firma is a local-first CLI portfolio tracker designed for overseas investors. It stores data on the user’s machine and includes a built-in MCP server for integration with Claude AI. The tool is written in TypeScript and runs in the terminal.

37 stars on GitHub. Last updated 2026-05-31. Licensed MIT.

Use cases

• Track overseas investment portfolios from the command line
• Analyze portfolio data using Claude via MCP server
• Maintain local control of financial data without cloud dependency

Pros

• Local-first design ensures data privacy and offline access
• Built-in MCP server enables AI-assisted portfolio analysis
• Lightweight and fast terminal-based interface

Cons

• Small user base may result in limited community resources and updates
• Requires comfort with command line tools and terminal workflows
• Feature set may be narrower than established portfolio trackers

Indexed from awesome-mcp-servers-punkpeye and enriched against its public facts.