58 lines
2.2 KiB
Markdown
58 lines
2.2 KiB
Markdown
# `zfin audit`
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Two modes in one command: a portfolio hygiene check, and reconciliation
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against a brokerage export.
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```
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Usage: zfin audit [opts]
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```
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**Flagless** runs the hygiene check -- stale manual prices,
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accounts overdue for update, and auto-discovered brokerage-file
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candidates. **With brokerage flags**, it reconciles your portfolio
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against the export (treating the brokerage as source of truth) and
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reports discrepancies.
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## Options
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| Flag | Effect |
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|--------------------|----------------------------------------------------------------------------|
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| `--verbose` | Show full reconciliation output even when clean. |
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| `--stale-days <N>` | Manual-price staleness threshold (default 3). |
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| `--fidelity <CSV>` | Fidelity positions CSV ("All accounts" -> Positions tab -> Download). |
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| `--schwab <CSV>` | Schwab per-account positions CSV. |
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| `--schwab-summary` | Schwab account summary: paste from the summary page to stdin, then Ctrl-D. |
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Reconciliation matches export accounts to yours via `institution::` and
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`account_number::` in [`accounts.srf`](../config/accounts-srf.md); an
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unmatched account is reported as "unmapped."
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## Example (hygiene check)
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```bash
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ZFIN_HOME=examples/pre-retirement-both zfin audit
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```
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```
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Portfolio hygiene
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Stale manual prices (>3 days — --stale-days to configure)
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(none)
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Accounts overdue for update (weekly default — set update_cadence in accounts.srf)
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Sam 401k weekly no update history found
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Joint taxable weekly no update history found
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```
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> Brokerage exports contain real account numbers and holdings. Keep
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> them out of any git repo and delete them after reconciling.
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## See also
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- [Audit against your brokerage](../../guides/audit-against-brokerage.md) -- the workflow.
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- [`import`](import.md) -- build a portfolio file *from* an export instead.
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- [`accounts.srf` reference](../config/accounts-srf.md) -- `update_cadence`, `institution`, `account_number`.
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---
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[CLI command reference](index.md)
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