credo.companycode: Recodes Mutual Fund Company Names in Canada from Verbatim...

In credoinc/credoc: Credo Consulting Convenience Functions

Description

This function takes a character vector or factor, and recodes misspelled words into the corrected company names. Uses pre-programmed find and replace.

Usage

credo.companycode(verbatim, hold.na = FALSE, other = FALSE,
  year = format(Sys.Date(), format = "%Y"))

Arguments

verbatim	A character vector or factor to be recoded
hold.na	Logical, maintain NA values to keep ordering
other	convert unmatched to "Other" or leave as is
year	full year to extract from credobb3 companies list

Value

m A list containing recoded factors ($verbatims) and unmatched values ($unmatched)

References

Trim functionality courtesy of f3lix: http://stackoverflow.com/a/2261149/170352

Examples

verbatim <- c("CI","bmo","cibc","renaisance","vpi",NA,"Aim","why")
credo.companycode(verbatim)
credo.companycode(verbatim, TRUE)
credo.companycode(verbatim, TRUE, FALSE)

credoinc/credoc documentation built on May 23, 2019, 8:39 a.m.