zfin/docs/reference/cli/milestones.md
Emil Lerch 74fc219afd
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zfin milestones

Find the dates your portfolio first reached each of a series of value thresholds.

Usage: zfin milestones --step <expr> [--real]

Reads your snapshot/value history and reports the first date each threshold was crossed. Two threshold modes:

  • Absolute dollar: 1M / 1m / 1500000 / 1.5M / 500K
  • Relative multiplier: 2x / 1.5x (each multiple of the starting value)

Rejects %, non-positive dollar steps, multipliers <= 1.0, and NaN/Inf.

Options

Flag Effect
--step <expr> Threshold step (required).
--real Deflate to the last full Shiller year first (CPI-adjusted). Default is nominal.

Crossing dates are "first observed at," bounded by the source series cadence (typically weekly), so they're approximate to within a week.

Example

ZFIN_HOME=examples/post-retirement zfin milestones --step 250K
Milestones — step $250,000.00 (nominal)

  Milestone        Date Crossed    Days Since Prev   Days Since First
  $1,750,000.00    2018-09-30      —                 1001 days
  $2,000,000.00    2021-02-14      868 days          1869 days
  $2,250,000.00    2023-04-09      784 days          2653 days
  $2,500,000.00    2025-04-01      723 days          3376 days

See also


CLI command reference