filter out short positions immediately on portfolio import

closes #463
RMI-PACTA · Oct 8, 2021 · 88abe27 · 88abe27
1 parent 2ab82c6
commit 88abe27
Showing 1 changed file with 3 additions and 0 deletions.
diff --git a/0_web_functions.R b/0_web_functions.R
@@ -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)
+
   return(portfolio)
 }