evan-moon/firma

What's changed

FRED macro integration

• firma show macro — Curated daily snapshot of 8 macro indicators with current value, 30d/90d delta, and 5y average. Cached per day.
  • VIX, 10Y Treasury, yield curve (10y-2y), USD index, HY credit spread, breakeven inflation, Fed funds
  • Plus a dynamic <HOME> per USD line driven by config.currency (KRW, EUR, JPY, CNY, GBP)
• MCP tools: show_macro, fetch_fred_series, search_fred_series — Claude can pull any of FRED's 800K+ time series and chart/analyze in artifacts
• firma config set fred-key <key> — Get a free key at https://fred.stlouisfed.org/docs/api/api_key.html

Portfolio insight commands

• firma show concentration — Herfindahl-Hirschman Index across ticker, currency, sector, and country. Surfaces hidden single-name / single-currency / single-sector risk.
• firma brief — Daily composite: top movers, news from last 24h, upcoming earnings (next 14d). Cached per day, perfect for a morning ritual.
• Staleness warnings on portfolio output (fresh / aging / stale)
• Net Worth Breakdown now shows Portfolio MV in your display currency with USD reference

MCP parity

• show_concentration, get_brief added — all new CLI commands have matching MCP tools

Misc

• firma report now prompts for currency interactively when --currency is omitted
• firma report settle falls back to the most recent period when current month is empty
• Dropped "만" suffix on KRW formatting (rendered inconsistently in some terminals)

Upgrade

```bash
npm install -g firma-app@latest
```

After upgrading, run `firma config set fred-key <YOUR_KEY>` to enable the macro features.