zfin/docs/reference/cli/enrich.md

zfin enrich

Bootstrap a metadata.srf classification file from public Wikidata + SEC EDGAR data.

Usage: zfin enrich [SYMBOL]

Requires ZFIN_USER_EMAIL (SEC EDGAR needs a contact address). Two modes:

• Portfolio mode (no argument) -- classify every stock symbol in your portfolio and write a complete SRF file to stdout. Honors the global -p flag for file selection.
• Symbol mode (one SYMBOL) -- emit one appendable line for a single symbol.

Sources

• Wikidata SPARQL -- sector / industry / country / asset class, plus a CIK lookup for the EDGAR call.
• EDGAR XBRL company facts -- shares outstanding, combined with the latest cached close to derive market-cap size buckets for US stocks.
• EDGAR mutual-fund ticker map -- fallback when Wikidata has no entry (open-end funds aren't exchange-listed); fills in geo::US,asset_class::Fund.

Examples

zfin enrich > metadata.srf                # whole portfolio (default file)
zfin -p sample enrich > metadata.srf      # whole portfolio (named file)
zfin enrich AAPL >> metadata.srf          # append a single symbol
zfin enrich fagix >> metadata.srf         # symbol is auto-uppercased

Always review the output before saving -- symbols that miss both sources come through as TODO lines to complete by hand.

See also

• Classify your holdings -- the workflow.
• metadata.srf reference -- the file this produces.

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CLI command reference