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This function performs a fuzzy match between portfolio company names and asset company names to assign company IDs to the portfolio data.

Usage

fuzzy_match_company_ids(
  portfolio_data,
  assets_data,
  threshold = 0.5,
  method = "lcs"
)

Arguments

portfolio_data

Data frame containing portfolio information.

assets_data

Data frame containing asset information with company IDs.

threshold

Numeric value for the matching threshold. Default is 0.2.

method

tring specifying method to use for fuzzy matching. See help of stringdist::stringdistmatrix for possible values.

Value

A data frame of portfolio data with fuzzy-matched company IDs.