pacta.portfolio.import

The pacta.portfolio.import R package provides a number of functions to facilitate the importing of a portfolio CSV intended to be used by the pacta.portfolio.audit and pacta.portfolio.allocate R packages. Its primary exported function is read_portfolio_csv() which can read in one or more portfolio CSVs. Its other utility functions allow read_portfolio_csv() to work around a variety of formatting and encoding issues that have been seen in the wild, such as: automatically determining strange file encodings, strange number formats and numerical marks, and adapting to non-standard delimiters.

Installation

You can install the development version of pacta.portfolio.import from R-universe with:

install.packages("pacta.portfolio.import", repos = "https://rmi-pacta.r-universe.dev")

You can install the development version of pacta.portfolio.import from GitHub with:

# install.packages("devtools")
devtools::install_github("RMI-PACTA/pacta.portfolio.import")

Usage

To read in portfolio CSVs, you can pass a vector of relative or absolute file paths to read_portfolio_csv(). You can also pass the path to a directory and read_portfolio_csv() will import all readable CSVs found in the directory. For example...

library("pacta.portfolio.import")

# read in a single portfolio CSV
read_portfolio_csv("portfolio_1.csv")

# read in multiple portfolio CSVs
read_portfolio_csv(c("portfolio_1.csv", "portfolio_2.csv"))

# read in all portfolio CSVs in a directory
read_portfolio_csv("portfolios/")