# `zfin analysis`

Break your portfolio down by asset class, sector, geography, account,
and tax type.

```
Usage: zfin analysis [FILE]
```

Renders a bar breakdown along five axes, plus an umbrella-exposure
estimate. The Asset Category / Sector / Geographic axes use
[`metadata.srf`](../config/metadata-srf.md); the Tax Type axis uses
[`accounts.srf`](../config/accounts-srf.md). Unclassified holdings and
unmapped accounts are shown as such.

## Example

```bash
ZFIN_HOME=examples/pre-retirement-both zfin analysis
```

```
  Asset Category
  Equity                   ██████████████████████████▋     89.2%  $1,233,151.30
  Fixed Income             ██                               7.0%  $96,922.00
  Cash                     █▏                               3.8%  $53,064.51

  By Tax Type
  Traditional (Pre-Tax)    █████████████████▋              58.9%  $815,290.06
  Taxable                  ██████▍                         21.6%  $299,010.60
  Roth (Post-Tax)          █████                           16.9%  $233,732.95
  HSA (Triple Tax-Free)    ▊                                2.5%  $35,104.20

  Umbrella exposure
    Total liquid:                              $1,383,137.81
    Shielded (retirement accounts):            $1,084,127.21
    Exposed (taxable + non-shielded pre-tax):  $299,010.60 (21.6%)
```

The umbrella block's shielded/exposed split can be overridden per
account with `shielded:bool:false` in `accounts.srf`.

## See also

- [Read your portfolio](../../guides/read-your-portfolio.md#analysis-allocation-breakdowns)
- [Classify your holdings](../../guides/classify-holdings.md) / [Map your accounts](../../guides/set-up-accounts.md)
- [`review`](review.md) / [`exposure`](exposure.md)

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[CLI command reference](index.md)