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zfin/docs/reference/cli/review.md

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zfin review

A per-holding performance and risk dashboard, with automated findings.

Usage: zfin review [opts]

One row per holding: sector, tax status, trailing returns (1Y/3Y/5Y/10Y month-end total return), risk metrics (3Y+10Y volatility/Sharpe, 5Y max drawdown), and a correlation-aware totals row. A findings section flags concentration, sector dominance, volatility outliers, and tiny positions. Reads metadata.srf and accounts.srf.

Options

Flag Effect
--sort FIELD Sort by sector, symbol, weight, tax, 1y/3y/5y/10y, 3y-vol/10y-vol, 3y-sharpe/10y-sharpe, 5y-maxdd.
--asc Sort ascending (default is descending for numeric fields).
--checks=MODE Findings engine: all (default), fast (skip long checks), none.
--show-acked Include already-acknowledged findings.

Default sort groups by sector, then weight descending within each.

Example

ZFIN_HOME=examples/pre-retirement-both zfin review

  Symbol   Sector                   Wt%       1Y       3Y  ...   3Y-SR   5Y-MaxDD    Tax%
  VTI      Diversified            66.9%   +30.2%   +23.3%  ...    1.29      24.8%   10.9%
  QQQ      Technology              3.5%   +43.1%   +29.3%  ...    1.41      32.6%    0.0%

  Findings (2 active, 0 acked, 0 resolved)
  ⚠️ VTI at 66.9% of liquid (warn at 50.0%, flag at 70.0%)
  ❌️ Diversified sector at 85.7% (warn at 60.0%, flag at 75.0%)

Findings and acknowledgments

The findings header counts findings by state -- (2 active, 0 acked, 0 resolved):

  • active -- live; shown by default.
  • acked -- you acknowledged it; hidden unless --show-acked.
  • resolved -- the condition no longer holds; set by the engine.

Acknowledging a finding records your reasoning and drops it from the active list. That is a TUI action -- zfin review only displays findings and never writes acknowledgments. In the interactive TUI Review tab, put the cursor on a finding and press a to acknowledge (with an optional note), U to un-acknowledge, and v to toggle showing acked findings. The decisions persist in acknowledgments.srf beside your portfolio.

See also

CLI command reference