ai: enhance enrich command for incremental updates

README.md

@@ -402,10 +402,14 @@ Cash and CD lots are automatically classified as "Cash & CDs" without needing me
 Use the `enrich` command to generate a starting `metadata.srf` from Alpha Vantage company overview data:
 
 ```bash
+# Enrich an entire portfolio (generates full metadata.srf)
 zfin enrich portfolio.srf > metadata.srf
+
+# Enrich a single symbol and append to existing metadata.srf
+zfin enrich SCHD >> metadata.srf
 ```
 
-This fetches sector, country, and market cap for each stock symbol and generates classification entries. CUSIPs are skipped (fill in manually). Review and edit the output -- particularly for ETFs and funds where the auto-classification may be too generic.
+When given a file path, it fetches all stock symbols and outputs a complete SRF file with headers. When given a symbol, it outputs just the classification lines (no header), so you can append directly with `>>`.
 
 ## Account metadata (accounts.srf)
 
@@ -455,7 +459,7 @@ Commands:
   etf <SYMBOL>         ETF profile (expense ratio, holdings, sectors)
   portfolio [FILE]     Portfolio summary (default: portfolio.srf)
   analysis [FILE]      Portfolio analysis breakdowns (default: portfolio.srf)
-  enrich <FILE>        Generate metadata.srf from Alpha Vantage
+  enrich <FILE|SYMBOL>  Generate metadata.srf from Alpha Vantage
   lookup <CUSIP>       CUSIP to ticker lookup via OpenFIGI
   cache stats          Show cached symbols
   cache clear          Delete all cached data

src/cli/main.zig

@@ -18,6 +18,7 @@ const usage =
     \\  etf <SYMBOL>         Show ETF profile (holdings, sectors, expense ratio)
     \\  portfolio [FILE]     Load and analyze a portfolio (default: portfolio.srf)
     \\  analysis [FILE]      Show portfolio analysis (default: portfolio.srf)
+    \\  enrich <FILE|SYMBOL>  Bootstrap metadata.srf from Alpha Vantage (25 req/day limit)
     \\  lookup <CUSIP>       Look up CUSIP to ticker via OpenFIGI
     \\  cache stats          Show cache statistics
     \\  cache clear          Clear all cached data
@@ -162,7 +163,7 @@ pub fn main() !void {
         if (args.len < 3) return try stderr_print("Error: 'cache' requires a subcommand (stats, clear)\n");
         try cmdCache(allocator, config, args[2]);
     } else if (std.mem.eql(u8, command, "enrich")) {
-        if (args.len < 3) return try stderr_print("Error: 'enrich' requires a portfolio file path\n");
+        if (args.len < 3) return try stderr_print("Error: 'enrich' requires a portfolio file path or symbol\n");
         try cmdEnrich(allocator, config, args[2]);
     } else if (std.mem.eql(u8, command, "analysis")) {
         // File path is first non-flag arg (default: portfolio.srf)
@@ -2148,8 +2149,92 @@ fn printBreakdownSection(out: anytype, items: []const zfin.analysis.BreakdownIte
 /// CLI `enrich` command: bootstrap a metadata.srf file from Alpha Vantage OVERVIEW data.
 /// Reads the portfolio, extracts stock symbols, fetches sector/industry/country for each,
 /// and outputs a metadata SRF file to stdout.
-fn cmdEnrich(allocator: std.mem.Allocator, config: zfin.Config, file_path: []const u8) !void {
+/// If the argument looks like a symbol (no path separators, no .srf extension), enrich just that symbol.
+fn cmdEnrich(allocator: std.mem.Allocator, config: zfin.Config, arg: []const u8) !void {
+    // Check for Alpha Vantage API key
+    const av_key = config.alphavantage_key orelse {
+        try stderr_print("Error: ALPHAVANTAGE_API_KEY not set. Add it to .env\n");
+        return;
+    };
+
+    // Determine if arg is a symbol or a file path
+    const is_file = std.mem.endsWith(u8, arg, ".srf") or
+        std.mem.indexOfScalar(u8, arg, '/') != null or
+        std.mem.indexOfScalar(u8, arg, '.') != null;
+
+    if (!is_file) {
+        // Single symbol mode: enrich one symbol, output appendable SRF (no header)
+        try cmdEnrichSymbol(allocator, av_key, arg);
+        return;
+    }
+
+    // Portfolio file mode: enrich all symbols
+    try cmdEnrichPortfolio(allocator, config, av_key, arg);
+}
+
+/// Enrich a single symbol and output appendable SRF lines to stdout.
+fn cmdEnrichSymbol(allocator: std.mem.Allocator, av_key: []const u8, sym: []const u8) !void {
     const AV = @import("zfin").AlphaVantage;
+    var av = AV.init(allocator, av_key);
+    defer av.deinit();
+
+    var buf: [32768]u8 = undefined;
+    var writer = std.fs.File.stdout().writer(&buf);
+    const out = &writer.interface;
+
+    {
+        var msg_buf: [128]u8 = undefined;
+        const msg = std.fmt.bufPrint(&msg_buf, "  Fetching {s}...\n", .{sym}) catch "  ...\n";
+        try stderr_print(msg);
+    }
+
+    const overview = av.fetchCompanyOverview(allocator, sym) catch {
+        try stderr_print("Error: Failed to fetch data for symbol\n");
+        try out.print("# {s} -- fetch failed\n", .{sym});
+        try out.print("# symbol::{s},sector::TODO,geo::TODO,asset_class::TODO\n", .{sym});
+        try out.flush();
+        return;
+    };
+    defer {
+        if (overview.name) |n| allocator.free(n);
+        if (overview.sector) |s| allocator.free(s);
+        if (overview.industry) |ind| allocator.free(ind);
+        if (overview.country) |c| allocator.free(c);
+        if (overview.market_cap) |mc| allocator.free(mc);
+        if (overview.asset_type) |at| allocator.free(at);
+    }
+
+    const sector_str = overview.sector orelse "Unknown";
+    const country_str = overview.country orelse "US";
+    const geo_str = if (std.mem.eql(u8, country_str, "USA")) "US" else country_str;
+
+    const asset_class_str = blk: {
+        if (overview.asset_type) |at| {
+            if (std.mem.eql(u8, at, "ETF")) break :blk "ETF";
+            if (std.mem.eql(u8, at, "Mutual Fund")) break :blk "Mutual Fund";
+        }
+        if (overview.market_cap) |mc_str| {
+            const mc = std.fmt.parseInt(u64, mc_str, 10) catch 0;
+            if (mc >= 10_000_000_000) break :blk "US Large Cap";
+            if (mc >= 2_000_000_000) break :blk "US Mid Cap";
+            break :blk "US Small Cap";
+        }
+        break :blk "US Large Cap";
+    };
+
+    if (overview.name) |name| {
+        try out.print("# {s}\n", .{name});
+    }
+    try out.print("symbol::{s},sector::{s},geo::{s},asset_class::{s}\n", .{
+        sym, sector_str, geo_str, asset_class_str,
+    });
+    try out.flush();
+}
+
+/// Enrich all symbols from a portfolio file.
+fn cmdEnrichPortfolio(allocator: std.mem.Allocator, config: zfin.Config, av_key: []const u8, file_path: []const u8) !void {
+    const AV = @import("zfin").AlphaVantage;
+    _ = config;
 
     // Load portfolio
     const file_data = std.fs.cwd().readFileAlloc(allocator, file_path, 10 * 1024 * 1024) catch {
@@ -2172,11 +2257,6 @@ fn cmdEnrich(allocator: std.mem.Allocator, config: zfin.Config, file_path: []con
     const syms = try portfolio.stockSymbols(allocator);
     defer allocator.free(syms);
 
-    // Check for Alpha Vantage API key
-    const av_key = config.alphavantage_key orelse {
-        try stderr_print("Error: ALPHAVANTAGE_API_KEY not set. Add it to .env\n");
-        return;
-    };
     var av = AV.init(allocator, av_key);
     defer av.deinit();