standardize_fund_holdings: Standardize Fund Holdings Across Issuers

In investdatar: Investment Data Access and Preparation Toolkit

Standardize Fund Holdings Across Issuers

Description

Converts issuer-specific snapshots to the provider-neutral holdings contract.

Usage

standardize_fund_holdings(
  data,
  provider,
  fund_id,
  as_of_date = NULL,
  column_map = list()
)

Arguments

data	Holdings table.
provider	Stable provider identifier, such as ishare.
fund_id	Stable fund ticker or identifier.
as_of_date	Optional snapshot date overriding the source column.
column_map	Optional named list mapping canonical names to source columns.

Value

A provider-neutral long data.table.

investdatar documentation built on Aug. 21, 2026, 5:17 p.m.