1.3 KiB
zfin exposure
Show how much of a single underlying symbol you really hold -- directly plus look-through via the top holdings of every ETF in your portfolio.
Usage: zfin exposure <SYMBOL>
A fund worth $V that holds the symbol at weight w contributes V*w of
exposure. ETF holdings are matched to the symbol by ticker (from the
NPORT-P filing) or by resolving the holding's CUSIP to a ticker
(local cache -> ZFIN_SERVER -> OpenFIGI). Holdings with no ticker and
no resolvable CUSIP (bonds, derivatives) are excluded.
ETF profiles come from SEC EDGAR (cached ~90 days), so the first run on
a cold cache fetches them and can take ~15s. Requires ZFIN_USER_EMAIL.
Example
ZFIN_HOME=examples/pre-retirement-both zfin exposure SPY
Exposure to SPY (examples/pre-retirement-both/portfolio.srf)
========================================
Total exposure 17.3% $238,956.80
Direct 17.3% $238,956.80
Look-through 0.0% $0.00
This is most useful for an individual stock you also hold inside broad
ETFs -- e.g. zfin exposure NVDA to see your true concentration across
VTI, SPY, and QQQ.
See also
- Read your portfolio
etf-- the holdings that drive look-through.