mongodb-controller

MongoDB Fund Data Controller

A Python module for managing fund time series data using MongoDB. This module provides reliable data upload, management, and retrieval capabilities.

Features

• Secure MongoDB connection management
• Reliable data upload and validation
• Efficient time series data querying
• Error handling and logging

Version History

0.2.6 (2025-06-20)

• Added key retrieval functions for collections 3233, 3412, and 3421
• Enhanced MongoDB keys module with support for new collections

0.2.5 (2025-05-21)

• Added date range query functions for time series data
• Enhanced MongoDB keys module with support for new collections
• Improved data retrieval capabilities for collections 3233, 3412, and 3421

0.2.3 (2025-04-14)

• Removed Jupyter Notebook files from repository
• Fixed build issues to include all module components
• Ensured all utility functions are properly exported

0.2.2 (2025-04-14)

• Updated dependencies
• Fixed module imports
• Improved code organization
• Enhanced MongoDB collections support

0.2.1

• Initial public release

Installation

pip install -r requirements.txt

Project Structure

mongodb_controller/
├── doc/
│   ├── design.md
│   ├── context.md
│   └── commands-cascade.md
├── src/
│   └── mongodb_controller/
├── tests/
├── requirements.txt
└── README.md

Use Cases & Implementation

Enterprise Solutions

• Cloud-Native RPA Framework: Implemented within AWS Cloud Architecture, enabling automated fund data processing and reconciliation pipelines
• Performance Analytics Engine: Powers the enterprise-grade Fund Performance Calculator with real-time metrics and historical analysis capabilities
• Portfolio Intelligence System: Drives the Portfolio Analyzer platform, providing sophisticated risk assessment and allocation optimization
• Financial Knowledge Base: Underlies our Financial RAG (Retrieval-Augmented Generation) system, facilitating AI-powered investment insights

Professional Background

Author

June Young Park
AI Management Development Team Lead
LIFE Asset Management

Expertise

• Data Cloud Architecture Design
• Financial Technology Integration
• Enterprise AI/ML Systems
• Investment Analytics Platforms

Organization

LIFE Asset Management
A premier investment management firm specializing in hedge fund and private equity solutions. Headquartered in the International Finance Center, Yeouido, South Korea.

Focus Areas:

• Quantitative Investment Strategies
• Corporate Value Enhancement
• Sustainable Shareholder Returns
• Innovation in Financial Technology

Contact Information

• Professional Email: [e-mail]
• Location: TWO IFC 14F, Yeouido, Seoul, South Korea