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add generated metadata for a few securities

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This commit is contained in:
Emil Lerch 2026-02-27 08:24:56 -08:00
parent 370cccbfcb
commit 2bad8a9f09
Signed by: lobo
GPG key ID: A7B62D657EF764F8
2 changed files with 87 additions and 0 deletions
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.gitignore vendored
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zig-out/
.env
*.srf
!metadata.srf

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metadata.srf Normal file
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#!srfv1
# Portfolio classification metadata
# Each line: symbol::<SYM>,sector::<S>,geo::<G>,asset_class::<A>,pct:num:<P>
# pct defaults to 100 if omitted
# ── Individual Stocks ─────────────────────────────────────────
# Amazon.com Inc
symbol::AMZN,sector::Technology,geo::US,asset_class::US Large Cap
# NVIDIA Corporation
symbol::NVDA,sector::Technology,geo::US,asset_class::US Large Cap
# Nike Inc
symbol::NKE,sector::Consumer Cyclical,geo::US,asset_class::US Large Cap
# Ares Capital (BDC)
symbol::ARCC,sector::Financials,geo::US,asset_class::US Mid Cap
# PIMCO Corporate & Income (CEF)
symbol::PTY,sector::Bonds,geo::US,asset_class::Bonds
# ── US Equity ETFs ────────────────────────────────────────────
# SPDR S&P 500 ETF / S&P 500 proxy
symbol::SPY,sector::Diversified,geo::US,asset_class::US Large Cap
# SPDR Portfolio S&P 500 ETF (buffer)
symbol::SPYM,sector::Diversified,geo::US,asset_class::US Large Cap
# Invesco S&P 500 Equal Weight
symbol::RSP,sector::Diversified,geo::US,asset_class::US Large Cap
# Invesco QQQ Trust (NASDAQ-100)
symbol::QQQ,sector::Technology,geo::US,asset_class::US Large Cap
# Defiance Quantum ETF
symbol::QTUM,sector::Technology,geo::US,asset_class::US Large Cap
# iShares Semiconductor ETF
symbol::SOXX,sector::Technology,geo::US,asset_class::US Large Cap
# Schwab US Dividend Equity ETF
symbol::SCHD,sector::Diversified,geo::US,asset_class::US Large Cap
# Health Care Select SPDR
symbol::XLV,sector::Healthcare,geo::US,asset_class::US Large Cap
# Fidelity Dividend ETF for Rising Rates
symbol::FDVV,sector::Diversified,geo::US,asset_class::US Large Cap
# Invesco S&P MidCap Momentum ETF
symbol::XMMO,sector::Diversified,geo::US,asset_class::US Mid Cap
# ── Mutual Funds ──────────────────────────────────────────────
# Fidelity Small Cap Discovery
symbol::FDSCX,sector::Diversified,geo::US,asset_class::US Small Cap
# Fidelity 500 Index (S&P 500)
symbol::FXAIX,sector::Diversified,geo::US,asset_class::US Large Cap
# Vanguard Total Bond Market Admiral
symbol::VBTLX,sector::Bonds,geo::US,asset_class::Bonds
# Vanguard PRIMECAP Admiral
symbol::VPMAX,sector::Diversified,geo::US,asset_class::US Large Cap
# Vanguard Short-Term Corp Bond (proxy)
symbol::VSTCX,sector::Bonds,geo::US,asset_class::Bonds
# Fidelity Capital & Income
symbol::FAGIX,sector::Bonds,geo::US,asset_class::Bonds
# ── 401(k) Target Date Funds (blended) ───────────────────────
# Vanguard Target Retirement 2035 Trust Plus
symbol::02315N600,asset_class::US Large Cap,geo::US,pct:num:40
symbol::02315N600,asset_class::International Developed,geo::International Developed,pct:num:25
symbol::02315N600,asset_class::Bonds,geo::US,pct:num:30
symbol::02315N600,asset_class::US Small Cap,geo::US,pct:num:5
# Vanguard Target Retirement 2040 Trust Plus
symbol::02315N709,asset_class::US Large Cap,geo::US,pct:num:45
symbol::02315N709,asset_class::International Developed,geo::International Developed,pct:num:28
symbol::02315N709,asset_class::Bonds,geo::US,pct:num:22
symbol::02315N709,asset_class::US Small Cap,geo::US,pct:num:5
# Fidelity Kelly 401(k) mapped ticker
symbol::NON40OR52,sector::Diversified,geo::US,asset_class::US Large Cap