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Changelog

Source: NEWS.md

pacta.portfolio.audit (development version)

  • get_input_files() gains a project_location argument allowing one to explicitly pass the project_location value rather than depending on it being available in the global environment, while the default behavior maintains backward compatibility with previous workflows (#18)

  • get_entity_info() gains a dir argument allowing one to explicitly pass the analysis_inputs_path value rather than depending on it being available in the global environment, while the default behavior maintains backward compatibility with previous workflows (#17)

  • Add vignette/article Attributing Company Activities to Financial Assets (#12)

  • Calculate the number of shares for component holdings of funds when they are expanded, which results in an appropriate ownership weight being calculated (rather than always 0 as before) for equity indirectly held through a fund (#12)

pacta.portfolio.audit 0.0.1

  • Added a NEWS.md file to track changes to the package.