# Financial Dataset Loader
A Python module for efficiently loading financial datasets from various sources including local storage and AWS S3. Designed for streamlined data management in quantitative finance applications.
## Features
- Multiple data source support:
- AWS S3 storage (`dataset_loader_s3`)
- Local filesystem (`dataset_loader_local`)
- Flexible data source configuration and path management
- Standardized file name formatting
- Configurable dataset loading parameters
## Project Structure
```
financial_dataset_loader/
├── data_source.py # Data source configuration
├── dataset_loader_config.py # Loader configurations
├── dataset_loader_local.py # Local filesystem loader
├── dataset_loader_s3.py # AWS S3 loader
├── file_name_formatter.py # File naming utilities
└── path_director.py # Path management
```
## Installation
```bash
pip install financial-dataset-loader
```
## Usage
### Loading Financial Data
```python
from financial_dataset_loader import dataset_loader_s3
# Load menu snapshot data
df = dataset_loader_s3.load_menu2205_snapshot(date_ref='2025-02-12')
# Load specific fund data
df = dataset_loader_s3.load_menu2205(fund_code='000123', date_ref='2025-02-12')
# Load market data
df = dataset_loader_s3.load_market(market_name='KOSPI', date_ref='2025-02-12')
# Load index data
df = dataset_loader_s3.load_index(ticker_bbg_index='KOSPI Index')
# Load currency data
df = dataset_loader_s3.load_currency(ticker_bbg_currency='USDKRW Curncy')
```
### Available Loading Functions
- `load_menu2160(fund_code)`: Load timeseries data for menu 2160
- `load_menu2160_snapshot(date_ref)`: Load snapshot data for menu 2160
- `load_menu2205(fund_code, date_ref)`: Load fund-specific data for menu 2205
- `load_menu2205_snapshot(date_ref)`: Load snapshot data for menu 2205
- `load_menu8186_snapshot(date_ref)`: Load snapshot data for menu 8186
- `load_menu4165(fund_code, date_ref)`: Load period data for menu 4165
- `load_menu4165_snapshot(fund_code, date_ref)`: Load snapshot data for menu 4165
- `load_index(ticker_bbg_index)`: Load Bloomberg index data
- `load_currency(ticker_bbg_currency)`: Load Bloomberg currency data
- `load_market(market_name, date_ref)`: Load market data
## Requirements
- Python >= 3.11
- aws-s3-controller (for S3 functionality)
- string-date-controller (for date conversion functionality)
- shining_pebbles (for pseudo database functionality)
## License
MIT License
## Author
**June Young Park**
AI Management Development Team Lead & Quant Strategist at LIFE Asset Management
LIFE Asset Management is a hedge fund management firm that integrates value investing and engagement strategies with quantitative approaches and financial technology, headquartered in Seoul, South Korea.
### Contact
- Email: juneyoungpaak@gmail.com
- Location: TWO IFC, Yeouido, Seoul
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"description": "# Financial Dataset Loader\n\nA Python module for efficiently loading financial datasets from various sources including local storage and AWS S3. Designed for streamlined data management in quantitative finance applications.\n\n## Features\n\n- Multiple data source support:\n - AWS S3 storage (`dataset_loader_s3`)\n - Local filesystem (`dataset_loader_local`)\n- Flexible data source configuration and path management\n- Standardized file name formatting\n- Configurable dataset loading parameters\n\n## Project Structure\n\n```\nfinancial_dataset_loader/\n\u251c\u2500\u2500 data_source.py # Data source configuration\n\u251c\u2500\u2500 dataset_loader_config.py # Loader configurations\n\u251c\u2500\u2500 dataset_loader_local.py # Local filesystem loader\n\u251c\u2500\u2500 dataset_loader_s3.py # AWS S3 loader\n\u251c\u2500\u2500 file_name_formatter.py # File naming utilities\n\u2514\u2500\u2500 path_director.py # Path management\n```\n\n## Installation\n\n```bash\npip install financial-dataset-loader\n```\n\n## Usage\n\n### Loading Financial Data\n\n```python\nfrom financial_dataset_loader import dataset_loader_s3\n\n# Load menu snapshot data\ndf = dataset_loader_s3.load_menu2205_snapshot(date_ref='2025-02-12')\n\n# Load specific fund data\ndf = dataset_loader_s3.load_menu2205(fund_code='000123', date_ref='2025-02-12')\n\n# Load market data\ndf = dataset_loader_s3.load_market(market_name='KOSPI', date_ref='2025-02-12')\n\n# Load index data\ndf = dataset_loader_s3.load_index(ticker_bbg_index='KOSPI Index')\n\n# Load currency data\ndf = dataset_loader_s3.load_currency(ticker_bbg_currency='USDKRW Curncy')\n```\n\n### Available Loading Functions\n\n- `load_menu2160(fund_code)`: Load timeseries data for menu 2160\n- `load_menu2160_snapshot(date_ref)`: Load snapshot data for menu 2160\n- `load_menu2205(fund_code, date_ref)`: Load fund-specific data for menu 2205\n- `load_menu2205_snapshot(date_ref)`: Load snapshot data for menu 2205\n- `load_menu8186_snapshot(date_ref)`: Load snapshot data for menu 8186\n- `load_menu4165(fund_code, date_ref)`: Load period data for menu 4165\n- `load_menu4165_snapshot(fund_code, date_ref)`: Load snapshot data for menu 4165\n- `load_index(ticker_bbg_index)`: Load Bloomberg index data\n- `load_currency(ticker_bbg_currency)`: Load Bloomberg currency data\n- `load_market(market_name, date_ref)`: Load market data\n\n## Requirements\n\n- Python >= 3.11\n- aws-s3-controller (for S3 functionality)\n- string-date-controller (for date conversion functionality)\n- shining_pebbles (for pseudo database functionality)\n\n## License\n\nMIT License\n\n## Author\n\n**June Young Park** \nAI Management Development Team Lead & Quant Strategist at LIFE Asset Management\n\nLIFE Asset Management is a hedge fund management firm that integrates value investing and engagement strategies with quantitative approaches and financial technology, headquartered in Seoul, South Korea.\n\n### Contact\n\n- Email: juneyoungpaak@gmail.com\n- Location: TWO IFC, Yeouido, Seoul\n",
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