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mongodb-controller

A Python module for managing fund time series data using MongoDB

0.2.6
PyPI
Maintainers
1

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/
ā”œā”€ā”€ doc/
│   ā”œā”€ā”€ design.md
│   ā”œā”€ā”€ context.md
│   └── commands-cascade.md
ā”œā”€ā”€ src/
│   └── mongodb_controller/
ā”œā”€ā”€ tests/
ā”œā”€ā”€ 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: juneyoungpaak@gmail.com
  • Location: TWO IFC 14F, Yeouido, Seoul, South Korea

Keywords

mongodb database fund time-series data-management

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