49 lines
1.5 KiB
Markdown
49 lines
1.5 KiB
Markdown
# `zfin portfolio`
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Load and analyze your portfolio: positions, valuations, cash, and
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watchlist.
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```
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Usage: zfin portfolio [FILE]
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```
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Reads `portfolio.srf` (or the `-p` pattern / `[FILE]` argument) and
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prints a summary: total value, cost, and gain/loss; trailing historical
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returns; a per-position table with lot detail; and a cash-by-account
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section. Watchlist symbols, if any, appear at the bottom.
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## Example
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```bash
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ZFIN_HOME=examples/pre-retirement-both zfin portfolio
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```
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```
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Portfolio Summary (examples/pre-retirement-both/portfolio.srf)
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========================================
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Value: $1,383,137.81 Cost: $658,837.01 Gain/Loss: +$724,300.80 (109.9%)
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Lots: 13 open, 0 closed Positions: 5 symbols
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Historical: 1M: +3.2% 3M: +13.3% 1Y: +24.5% 3Y: +56.4% 5Y: +56.1% 10Y: +182.6%
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Symbol Shares Avg Cost Price Market Value Gain/Loss Weight ...
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VTI 2480.0 $138.35 $373.38 $925,982.40 + $582,874.40 66.9%
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open 1100.0 $140.00 $410,718.00 + $256,718.00 2018-06-15 LT Pat 401k
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...
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Cash
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Account Balance Note
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Joint taxable $48,000.00
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...
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```
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Manual-priced rows render in warning color (the price may be stale).
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## See also
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- [Read your portfolio](../../guides/read-your-portfolio.md) -- how to interpret this.
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- [`portfolio.srf` reference](../config/portfolio-srf.md) -- the input file.
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- [`analysis`](analysis.md) -- allocation breakdowns.
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---
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[CLI command reference](index.md)
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