2.3 KiB
2.3 KiB
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%)
See also
- Read your portfolio
- Returns and performance -- the metric definitions.
analysis-- portfolio-level breakdowns.