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Vendor integration
MongoDB Atlas
Persistent agent memory · multi-store audit trail · vector + lexical retrieval
Status
● Live
production · real data flowing
— trade decisions · — collections · — indexes — persistent agent memory
Capability matrix
What we use, what's gated, what's planned
The persistent memory of the agent stack. the full trade decisions across many collections — every evaluation, outcome, and reflection the platform has made — let agents reason against the operator's full history, not just the current market frame.
Coming nextAtlas Vector Search powers semantic retrieval over the decision corpus; multi-tenant collection partitioning unlocks the Phase 2.5 SaaS surface.
| Capability | Status | Phase | Why / How / Note |
|---|---|---|---|
Operational document store | LIVE | Phase 1 | 6 collections persist every decision, outcome, snapshot, and agent reflection. ✓ 95 tests |
Aggregation pipelines | LIVE | Phase 1 | $group + $match + $sort power the /insights flywheel cuts. |
Replace-one upserts | LIVE | Phase 1 | Idempotent writes via deterministic IDs — daemon can replay without duplication. |
Distinct facets | LIVE | Phase 1 | /decisions/facets endpoint powers the faceted UI. |
Atlas Search Lucene FTS | LIVE | Phase 1.5.S (S2) | BM25 ranking on reasoning corpus — replaces regex with relevance scoring. M0-tier free. ✓ 16 tests |
Schema validators on annotations | LIVE | Phase 1.5.S (S1) | Atlas-side enforcement of label/score range; impossible to write malformed data. |
Atlas Vector Search | CODE READY | Phase 1.5 | 768-dim semantic search over reasoning corpus via gemini-embedding-004. Implementation merged; M0 → M10 cluster upgrade required for vector indexes (~$60/mo). |
Time Series Collections | PLANNED | Phase 2.5 | Auto-bucketed storage for market_snapshots — 10× compression past 100K rows. market_snapshots is the candidate; migration script TBD. |
Change Streams APP-014 | PLANNED | Phase 2.0 | Reactive embedder fan-out — new decision → embed → trace, no polling. Replaces the current Cloud Scheduler poll loop. |
Atlas App Services Triggers | UNDERUSED | Phase 2.5 | Server-side serverless on change streams — cheaper than Cloud Scheduler. |
Online Archive | UNDERUSED | Phase 3 | Tier old decisions to cold storage — needed past 100K decisions for cost flatness. |
VPC Peering with GCP | PLANNED | Phase 2.5 | Eliminates the 0.0.0.0/0 allowlist; static private IP for FCA audit. Eliminates the broad IP allowlist; required for FCA-grade security posture. |
BYOK encryption (GCP KMS) APP-018 | PLANNED | Phase 3 | Customer-managed keys — FCA-relevant for live-capital phase. |
Live data
Real-time from the MongoDB Atlas backend
Every tile below is a live read from the vendor backend via the FastAPI BFF. If a tile shows "—" the backend is unreachable or the metric is not yet wired (no hardcoded numbers — see anti-pattern #2).
Awaiting backend
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Awaiting backend
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Awaiting backend
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Awaiting backend
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Roadmap commitments
Roadmap dependencies
Capabilities enabled by this integration — what is built, what is gated, and why.
Multi-tenant data partitioning (shared collections + tenant_id field)
Atlas schema-validator + middleware + integration test triple-enforces tenant isolation
Per-tenant LLM budget circuit breaker
tenant_metadata collection holds per-plan token caps; reactive enforcement
GDPR DSR cascade (Article 17 right-to-erasure)
Mongo is one of 5 backends in the cascade; per-tenant deletion via tenant_id filter
Vector-search tenant filter mandatory
Pydantic wrapper + integration test prevents cross-tenant leak in $vectorSearch
Demo flow
End-to-end showcase journey
Five steps a judge or investor can replay live. Each step links to the page that demonstrates it.
- 1
Open /portfolio. The 'MongoDB Memory' card shows 4,251 docs across 6 collections — live. → Open /portfolio
- 2
Click 'Query Atlas' on the MongoDB Memory card. Type 'FOMC LOSS' → semantic search via Atlas Search Lucene returns 12 ranked hits in under 200ms. → Open /insights
- 3
Open /decisions, type 'breakout failed in tech'. Source badge shows 'atlas-search' — BM25 ranking, not regex. → Open /decisions
- 4
Click 👎 on a result. Annotation lands in the new decision_annotations collection (Atlas schema-validator enforces label/score range). → Open /decisions
- 5
Open /insights. Self-Improvement Loop widget shows aggregate annotation counts + top-5 lowest-approval strategies, all backed by Mongo aggregations. → Open /insights
What's next
Top-3 vendor-enabled capabilities coming soon
Sourced from the vendor's playbook. Each entry is mapped to its delivery phase and the value it unlocks.
Time Series Collections
Phase 2.5
Storage cost flatness past 100K market_snapshots
Change Streams
Phase 2.0
Reactive embedder fan-out; retire polling
Online Archive
Phase 3
FCA evidence retention beyond 1 year