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filter out short positions immediately on portfolio import #499

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filter out short positions immediately on portfolio import #499

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3 changes: 3 additions & 0 deletions 0_web_functions.R
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Original file line number Diff line number Diff line change
Expand Up @@ -194,6 +194,9 @@ get_input_files <- function(portfolio_name_ref_all) {
stop("Multiple investors detected. Only one investor at a time can be anaylsed")
}

# remove holdings with <= 0 market value (short positions)
portfolio <- portfolio %>% filter(market_value > 0)
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Suggested change
portfolio <- portfolio %>% filter(market_value > 0)
portfolio <- portfolio %>% dplyr::filter(market_value > 0)


return(portfolio)
}

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