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ETF & Mutual Funds Portfolios: Infrastructure
I ended up with Neo4J despite trying Memgraph, TigerGraph, and others, it seemed that Neo4J was the most mature and widely supported. It also was stable in my limited infrastructure that I was using.
Claude Paugh
Apr 1912 min read
22 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
9 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
16 views
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