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Portfolio Holdings Data: Content Retrieval
If you're a software engineer, there are various SDK's and connectors available. On the other hand if you just want to look at document content, either the built-in "Query" section on the Couchbase console, or a third-party tool that has a driver to connect.
Claude Paugh
5 days ago3 min read
3 views


Portfolio Holdings Data: Document Database Load
The load process for the documents is reasonably simple. It consists of a single Python script which reads a targeted number of JSON documents from the input location, and runs a number of functions to extract data that map to the buckets, scopes, and collections that I had shown in the previous posts.
Claude Paugh
Apr 116 min read
6 views


Portfolio Holdings Data: Filing Conversion and Document Database
As I mentioned in the previous post, the next step after downloading the filings from the SEC is to convert them from XML to JSON. The previous script "acquirePortolfioFilings.py", and the script below uses the xmltodict package, and performs the conversion task on each downloaded file
Claude Paugh
Apr 93 min read
2 views


Portfolio Holdings Data: Introduction
Several years ago, I started a side project that I thought would be fun: collecting and loading SEC filings for ETF and Mutual Fund Holdings on a monthly basis. I wanted to essentially automate the collection of the SEC filings
Claude Paugh
Apr 85 min read
3 views
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