44 lines
1.3 KiB
Markdown
44 lines
1.3 KiB
Markdown
# `zfin exposure`
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Show how much of a single underlying symbol you really hold -- directly
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plus look-through via the top holdings of every ETF in your portfolio.
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```
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Usage: zfin exposure <SYMBOL>
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```
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A fund worth $V that holds the symbol at weight w contributes V*w of
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exposure. ETF holdings are matched to the symbol by ticker (from the
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NPORT-P filing) or by resolving the holding's CUSIP to a ticker
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(local cache -> `ZFIN_SERVER` -> OpenFIGI). Holdings with no ticker and
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no resolvable CUSIP (bonds, derivatives) are excluded.
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ETF profiles come from SEC EDGAR (cached ~90 days), so the first run on
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a cold cache fetches them and can take ~15s. Requires `ZFIN_USER_EMAIL`.
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## Example
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```bash
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ZFIN_HOME=examples/pre-retirement-both zfin exposure SPY
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```
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```
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Exposure to SPY (examples/pre-retirement-both/portfolio.srf)
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========================================
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Total exposure 17.3% $238,956.80
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Direct 17.3% $238,956.80
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Look-through 0.0% $0.00
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```
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This is most useful for an individual stock you also hold inside broad
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ETFs -- e.g. `zfin exposure NVDA` to see your true concentration across
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VTI, SPY, and QQQ.
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## See also
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- [Read your portfolio](../../guides/read-your-portfolio.md#exposure-look-through-to-a-single-symbol)
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- [`etf`](etf.md) -- the holdings that drive look-through.
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---
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[CLI command reference](index.md)
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