Daily Check-in

A single brief that catches you up on everything: portfolio P&L, macro context, stress and regime signals, commodity prices, upcoming dividends, world macro, disaster alerts, movers, news, and upcoming earnings. Auto-snaps your portfolio if today's snapshot is missing, so daily history accrues without you having to remember.

Ask Claude

"How's today?"The /morning flow auto-fires and surfaces only what needs attention
"Anything I should watch this week?"Earnings + macro signals + concentration risk combined automatically
/morningInvoke the morning brief explicitly

firma briefpower user

Assembles a full daily picture from local data (prices, holdings, transactions), Finnhub (news, earnings), and FRED (macro). The result is cached to disk, so same-day runs return instantly. Use --refresh to regenerate.
$firma brief
Daily Brief: 2026-04-26
Portfolio: $202,309 across 4 holdings
Today:     +$2,436 (+1.22%)
All-time:  +$66,346 (+48.80%)

INSIGHTS
• NVDA +4.32% is your top gainer (16.1% portfolio weight, $1,346 today)
• AAPL -0.87% is your top loser (5.8% portfolio weight, $-102 today)
• Single-name concentration is very high. TSLA represents 74% of portfolio (HHI 5841)
• Sector concentration: 74% in Automobiles (HHI 5884)
• MSFT earnings on 2026-04-29. 3.8% of portfolio
• AAPL earnings on 2026-04-30. 5.8% of portfolio

MACRO TODAY
VIX                   19.31       ▲ +0.39
10Y Treasury Yield    4.34%       ▲ +4bp

MACRO SIGNALS
Stress  4/100 Low
Regime  Risk-on bias  (5/5)
※ heuristic. `firma show stress` / `show regime` for breakdown

MOVERS (today)
▲ Winners
NVDA    $208.27         +4.32%       16.1%
MSFT    $424.62         +2.13%        3.8%
TSLA    $376.30         +0.69%       74.4%

▼ Losers
AAPL    $271.06         -0.87%        5.8%

NEWS (last 24h)
NVDA  Nvidia Trades at Half AMD's Multiple. But Here's the Real Story
      Yahoo
MSFT  Bloody Thursday: Up to 18,000 people lose jobs or face buyouts
      Yahoo
TSLA  Morgan Stanley Issues Blunt Take on Tesla Stock After Earnings
      Yahoo
AAPL  John Ternus Will Become Apple's New CEO in September
      Yahoo

UPCOMING EARNINGS (next 14d)
MSFT  2026-04-29  AMC    EPS est $4.14
AAPL  2026-04-30  AMC    EPS est $1.98

COMMODITIES
WTI Crude     $61.42    -2.1% (7d)
Gold          $3,287    +1.8% (7d)
Copper        $4.57     +0.3% (7d)

DIVIDEND CALENDAR (next 90d)
AAPL  ex 2026-05-09  pay 2026-05-15  $0.25/sh  ~$125 est
MSFT  ex 2026-05-14  pay 2026-06-12  $0.83/sh  ~$166 est

WORLD MACRO (World Bank)
United States  GDP 2.8%  Inf 4.1%  Unemp 4.0%
China          GDP 5.0%  Inf 0.2%  Unemp 5.1%
Korea, Rep.    GDP 2.3%  Inf 2.3%  Unemp 2.8%
Japan          GDP −0.1% Inf 2.8%  Unemp 2.6%

DISASTERS (GDACS · Orange+)
⚠ Orange  Tropical Cyclone  Philippines  2026-04-28
⚠ Orange  Flood             Bangladesh   2026-04-25
Cached at ~/.firma/cache/brief-YYYY-MM-DD.json. Finnhub key required for news, earnings, and prices. FRED key required for macro context and signals. Set with firma config set fred-key <key>.

What each section shows

P&L
Portfolio summary
Total market value, today's P&L in dollar and percent, and all-time unrealized gain. All derived from cached prices and your transaction history.
✦
Insights
Pre-computed observations that cross-reference your portfolio composition with today's macro state. For example, noting that your largest holding moved against an elevated VIX, or that FX movement affected your real returns.
~
Macro today
VIX, 10Y Treasury yield, and your home-currency FX rate, each with a 1-day delta. Also shows the estimated FX impact on your portfolio in home-currency terms (e.g., +₩234,000 from USD weakening).
⚡
Macro signals
One-line summary of the Economic Stress Index (0–100) and Macro Regime bias. Run firma show stress or firma show regime for the full breakdown.
▲▼
Movers
Top gainers and losers among your holdings, showing price change and portfolio weight. A 5% move in a 2% position reads very differently from a 1% move in an 80% position.
▲
Commodities
WTI crude oil, gold, and copper prices with week-over-week change. Sourced from FRED — no additional key required.
💰
Dividend calendar
Upcoming ex-dates and estimated income for positions you hold. Only your holdings, no noise from other tickers.
🌍
World macro
GDP growth, inflation, and unemployment across major economies from the World Bank. Keyless public data.
⚠
Disaster alerts
Active Orange and Red GDACS alerts. Surfaces geopolitical risk relevant to countries where your holdings operate.

Options

firma briefShow today's brief (uses cache if available)
firma brief --refreshBypass cache and regenerate from all sources
firma brief --jsonFull structured output for scripting or Claude
If today's snapshot is missing, firma brief records one automatically before assembling the brief. So daily history accrues without you having to remember firma add snapshot. The same auto-snapshot logic runs when Claude calls get_brief.
MIT License