R/keywordProviderChoiceAnalysis.R

In yezhaoqin/morningStarAnalytics: Morning Star Mutual Fund Data Analysis & Visualization

institutionChoice <- function(keyword, universe) {
  companyUniverse <- universe %>% filter(grepl(keyword, Name))
  MSCI <- companyUniverse %>% filter(grepl(msciKeyword,Primary.Prospectus.Benchmark))
  FTSE <- companyUniverse %>% filter(grepl(ftseKeyword,Primary.Prospectus.Benchmark))
  STOXX <- companyUniverse %>% filter(grepl(stoxxKeyword,Primary.Prospectus.Benchmark))
  SPDJ <- companyUniverse %>% filter(grepl(spdjKeyword,Primary.Prospectus.Benchmark))
  fundsCount <- c(length(MSCI$Name),length(FTSE$Name),length(STOXX$Name),length(SPDJ$Name))
  fundsPercent <- fundsCount/sum(fundsCount)
  countTable <- data.frame(provider=provider, fundsCount=fundsCount, fundsPercent=fundsPercent)
  return(countTable)
}

plotInstitutionChoice <- function(keyword, universe) {
  companyUniverse <- universe %>% filter(grepl(keyword, Name))
  MSCI <- companyUniverse %>% filter(grepl(msciKeyword,Primary.Prospectus.Benchmark))
  FTSE <- companyUniverse %>% filter(grepl(ftseKeyword,Primary.Prospectus.Benchmark))
  STOXX <- companyUniverse %>% filter(grepl(stoxxKeyword,Primary.Prospectus.Benchmark))
  SPDJ <- companyUniverse %>% filter(grepl(spdjKeyword,Primary.Prospectus.Benchmark))
  fundsCount <- c(length(MSCI$Name),length(FTSE$Name),length(STOXX$Name),length(SPDJ$Name))
  fundsPercent <- fundsCount/sum(fundsCount)
  data.frame(provider=provider, fundsCount=fundsCount, fundsPercent=fundsPercent) %>%
    ggplot(aes(x=provider, y=fundsCount, fill=provider)) +
    geom_bar(stat="identity") +
    geom_label(fill='white',aes(label=toP(fundsCount, fundsPercent))) +
    fillTheme
}

getInstitutionChoice <- function(keyword, universe) {
  companyUniverse <- universe %>% filter(grepl(keyword, Name))
  MSCI <- companyUniverse %>% filter(grepl(msciKeyword,Primary.Prospectus.Benchmark))
  FTSE <- companyUniverse %>% filter(grepl(ftseKeyword,Primary.Prospectus.Benchmark))
  STOXX <- companyUniverse %>% filter(grepl(stoxxKeyword,Primary.Prospectus.Benchmark))
  SPDJ <- companyUniverse %>% filter(grepl(spdjKeyword,Primary.Prospectus.Benchmark))
  return(list(MSCI=MSCI, FTSE=FTSE, STOXX=STOXX, SPDJ=SPDJ))
}