evan-moon/firma

What's changed

The macro snapshot from v0.6.0 was a standalone view. v0.7.0 weaves it into the daily ritual.

firma brief — MACRO TODAY section

The morning brief now leads with three macro indicators and your portfolio's FX impact:

```
MACRO TODAY
VIX 19.31 ▲ +0.39 (moderate)
10Y Treasury Yield 4.34% ▲ +4bp
KRW per USD 1,461.66 ▼ -1.12% (USD weakening)

FX impact on portfolio: −₩3,294,404 (today vs previous trading day)
```

• VIX with regime label (calm / moderate / elevated / high)
• 10Y Treasury yield with bp delta
• Home-currency vs USD with directional note
• Portfolio FX impact in home currency — `portfolio_usd × (current_fx − prior_fx)`. Tells you exactly how much the FX move added or subtracted from your wealth today.

USD users see only the macro indicators (no FX line). Skipped silently if FRED key isn't set.

firma show portfolio — Net Worth FX context

A new sub-line under Portfolio MV:

```
Portfolio MV ────────── ₩294,384,727 (≈ $199,298.46)
────────── @ 1,462 KRW/USD · −₩3,294,404 today (USD weakened)
```

The wedge: TradingView and Yahoo show "USD/KRW 1,461 ▼" but never tell you "your USD portfolio just lost ₩3.3M today because the won strengthened." firma does, in one line.

MCP parity

• `get_brief` accepts `home_currency` arg and returns the new `macro` field

Internals

• `@firma/fred` macro: `MacroResult` gains `prior_1d` + `prior_date` (most recent prior observation, correctly handles weekends/holidays)
• README reorganized into clearer sections: Portfolio / Balance & Cash Flow / Transactions / Snapshots / Research / Macro / Daily Brief

Upgrade

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