updates check portfolio to check for tbl_df

[codecov[bot]]

Codecov Report

All modified and coverable lines are covered by tests :white_check_mark:

Project coverage is 85.08%. Comparing base (a27e2f1) to head (4dfdba0).

Additional details and impacted files

```diff @@ Coverage Diff @@ ## main #295 +/- ## ======================================= Coverage 85.08% 85.08% ======================================= Files 50 50 Lines 2259 2259 ======================================= Hits 1922 1922 Misses 337 337 ```

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