zfin/docs/reference/cli/portfolio.md
Emil Lerch 74fc219afd
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# `zfin portfolio`
Load and analyze your portfolio: positions, valuations, cash, and
watchlist.
```
Usage: zfin portfolio [FILE]
```
Reads `portfolio.srf` (or the `-p` pattern / `[FILE]` argument) and
prints a summary: total value, cost, and gain/loss; trailing historical
returns; a per-position table with lot detail; and a cash-by-account
section. Watchlist symbols, if any, appear at the bottom.
## Example
```bash
ZFIN_HOME=examples/pre-retirement-both zfin portfolio
```
```
Portfolio Summary (examples/pre-retirement-both/portfolio.srf)
========================================
Value: $1,383,137.81 Cost: $658,837.01 Gain/Loss: +$724,300.80 (109.9%)
Lots: 13 open, 0 closed Positions: 5 symbols
Historical: 1M: +3.2% 3M: +13.3% 1Y: +24.5% 3Y: +56.4% 5Y: +56.1% 10Y: +182.6%
Symbol Shares Avg Cost Price Market Value Gain/Loss Weight ...
VTI 2480.0 $138.35 $373.38 $925,982.40 + $582,874.40 66.9%
open 1100.0 $140.00 $410,718.00 + $256,718.00 2018-06-15 LT Pat 401k
...
Cash
Account Balance Note
Joint taxable $48,000.00
...
```
Manual-priced rows render in warning color (the price may be stale).
## See also
- [Read your portfolio](../../guides/read-your-portfolio.md) -- how to interpret this.
- [`portfolio.srf` reference](../config/portfolio-srf.md) -- the input file.
- [`analysis`](analysis.md) -- allocation breakdowns.
---
[CLI command reference](index.md)