Instructions
General
The Fund Name Shortener app can be used to shorten the names of funds according to internal limitations and add share
class symbols in a uniform way.
The app uses predefined rules to shorten the name. The rules are processed in
descending order by priority. If two or more rules have the same priority value, they are processed from
last occurrence
to first.
If the app isn't able to sufficiently shorten the name, you can manually edit the output.
- Type the fund name in the input box
- Edit or upload rules
(optional)
English language rules are loaded by default. You can add/remove single rules, remove all rules or reset to default
rules.
When you click "Save", the rules will be saved to your
local storage, which is specific to the browser you are currently using. Your rules will not be saved on
a different browser.
- Choose options
- Add
Regular Expression to remove from name.
(optional)
- Add share classes - each on new line
(optional)
-
Click "Shorten"!
- Export to csv
(optional)
Objective
The objective section of the shortener can help you with removing line breaks and umlauts. The Translate link sends you
to the Google Translate website, pastes the input text and detects the language.
Uploading Rules
You can upload rules by clicking the "Upload Rules" button under the rule list. The app currently
only accepts
.json and
.txt formats, however with specific formatting.
Example rule file contents:
{
"Fund": {
"priority": "1",
"replacements": ["Fd"]
},
"Global": {
"priority": "0",
"replacements": ["Glb"]
}
}
Currently, only one replacement per word is supported.
Support
You can submit issues
here. Please use this option sparingly. You can also contact me directly with any issues or suggestions.