71 lines
3.1 KiB
Markdown
71 lines
3.1 KiB
Markdown
# `zfin review`
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A per-holding performance and risk dashboard, with automated findings.
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```
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Usage: zfin review [opts]
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```
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One row per holding: sector, tax status, trailing returns
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(1Y/3Y/5Y/10Y month-end total return), risk metrics (3Y+10Y
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volatility/Sharpe, 5Y max drawdown), and a correlation-aware totals
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row. A findings section flags concentration, sector dominance,
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volatility outliers, and tiny positions. Reads
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[`metadata.srf`](../config/metadata-srf.md) and
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[`accounts.srf`](../config/accounts-srf.md).
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## Options
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| Flag | Effect |
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|-----------------|------------------------------------------------------------------------------------------------------------------------------|
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| `--sort FIELD` | Sort by `sector`, `symbol`, `weight`, `tax`, `1y`/`3y`/`5y`/`10y`, `3y-vol`/`10y-vol`, `3y-sharpe`/`10y-sharpe`, `5y-maxdd`. |
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| `--asc` | Sort ascending (default is descending for numeric fields). |
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| `--checks=MODE` | Findings engine: `all` (default), `fast` (skip long checks), `none`. |
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| `--show-acked` | Include already-acknowledged findings. |
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Default sort groups by sector, then weight descending within each.
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## Example
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```bash
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ZFIN_HOME=examples/pre-retirement-both zfin review
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```
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```
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Symbol Sector Wt% 1Y 3Y ... 3Y-SR 5Y-MaxDD Tax%
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VTI Diversified 66.9% +30.2% +23.3% ... 1.29 24.8% 10.9%
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QQQ Technology 3.5% +43.1% +29.3% ... 1.41 32.6% 0.0%
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Findings (2 active, 0 acked, 0 resolved)
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⚠️ VTI at 66.9% of liquid (warn at 50.0%, flag at 70.0%)
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❌️ Diversified sector at 85.7% (warn at 60.0%, flag at 75.0%)
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```
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## Findings and acknowledgments
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The findings header counts findings by state -- `(2 active, 0 acked, 0
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resolved)`:
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- **active** -- live; shown by default.
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- **acked** -- you acknowledged it; hidden unless `--show-acked`.
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- **resolved** -- the condition no longer holds; set by the engine.
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Acknowledging a finding records your reasoning and drops it from the
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active list. **That is a TUI action** -- `zfin review` only *displays*
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findings and never writes acknowledgments. In the
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[interactive TUI](../tui.md) Review tab, put the cursor on a finding and
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press `a` to acknowledge (with an optional note), `U` to un-acknowledge,
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and `v` to toggle showing acked findings. The decisions persist in
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[`acknowledgments.srf`](../config/acknowledgments-srf.md) beside your
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portfolio.
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## See also
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- [Read your portfolio](../../guides/read-your-portfolio.md#review-per-holding-performance-and-risk)
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- [`acknowledgments.srf`](../config/acknowledgments-srf.md) -- where acknowledged findings persist.
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- [Returns and performance](../../explanation/returns-and-performance.md) -- the metric definitions.
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- [`analysis`](analysis.md) -- portfolio-level breakdowns.
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---
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[CLI command reference](index.md)
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