`zfin doctor`

Health-check your zfin setup -- files and environment -- without changing anything.

Usage: zfin doctor

doctor answers "is my setup sane?" It is read-only: no provider fetches, no cache writes, no portfolio changes. The only network call is an optional GET {ZFIN_SERVER}/help to confirm the server is reachable, so it's safe to run in CI or cron.

What it checks

Four sections, each line tagged OK / INFO / WARN / FAIL:

Files -- every config file: is it present, where was it resolved from, and does it parse?
Cross-checks -- do accounts.srf / metadata.srf / transaction_log.srf reference entries that actually exist (e.g. every account used by a lot has an accounts.srf entry)?
Environment -- cache size, staleness of the hand-maintained data tables, and ZFIN_SERVER reachability and version.
Capabilities -- which API keys are set and what each enables (or what you give up without it).

Exit code

0 unless a file that exists fails to parse (a FAIL), in which case it exits 1. Missing optional files, cross-reference gaps, stale data, an unreachable server, and absent API keys are all non-fatal (INFO / WARN) -- so a clean install with only portfolio.srf still exits 0.

Example

ZFIN_HOME=examples/pre-retirement-both zfin doctor

zfin doctor

Files
  [OK  ] examples/pre-retirement-both/portfolio.srf: 20 lots
  [OK  ] accounts.srf: examples/pre-retirement-both/accounts.srf
  [OK  ] metadata.srf: examples/pre-retirement-both/metadata.srf
  [INFO] transaction_log.srf: not present
  [OK  ] projections.srf: examples/pre-retirement-both/projections.srf
  [INFO] history/imported_values.srf: not present
  [INFO] history/ snapshots: no history/ directory
  [INFO] keys.srf: not present; using built-in defaults
  [INFO] theme.srf: not present; using built-in defaults

Cross-checks
  [OK  ] accounts.srf coverage: all referenced entries present
  [OK  ] metadata.srf coverage: all referenced entries present
  [INFO] transaction_log.srf references: skipped (transaction_log.srf not loaded)

Environment
  [OK  ] Cache: 42 symbols, 168 files, 23.4 MB (~/.cache/zfin)
  [OK  ] T-bill risk-free rate table: current
  [OK  ] Shiller annual returns (ie_data.csv): current
  [OK  ] Review tab MaxDD color thresholds: current
  [OK  ] Observation engine thresholds: current
  [OK  ] ZFIN_SERVER: reachable: zfin-server abc1234 (https://zfin.example.com)

Capabilities
  [OK  ] TIINGO_API_KEY: daily candles
  [OK  ] POLYGON_API_KEY: dividend/split history + dividend-reinvested total return
  [OK  ] FMP_API_KEY: earnings history and estimates
  [OK  ] TWELVEDATA_API_KEY: quote fallback after Yahoo
  [OK  ] ZFIN_USER_EMAIL: ETF profiles and `enrich`
  [OK  ] OPENFIGI_API_KEY: faster CUSIP lookups (higher rate limit)
  [OK  ] Quotes (Yahoo): always available, no key required
  [OK  ] Options (CBOE): always available, no key required

Summary: 20 OK, 0 warning(s), 0 failure(s)

A key you haven't set is not an error -- it shows as INFO with what you give up, for example:

  [INFO] POLYGON_API_KEY: price-only returns; no dividend/split history
  [INFO] FMP_API_KEY: no earnings data

With ZFIN_SERVER unset, the Environment section shows [INFO] ZFIN_SERVER: not set (provider fetch only; no server sync).

3.6 KiB Raw Blame History

zfin doctor

What it checks

Exit code

Example

See also

3.6 KiB

Raw Blame History

`zfin doctor`