diff --git a/WATCHLIST_GUIDE.md b/WATCHLIST_GUIDE.md
new file mode 100644
index 0000000..8fdd88e
--- /dev/null
+++ b/WATCHLIST_GUIDE.md
@@ -0,0 +1,394 @@
+# POTE Watchlist & Trading Reports
+
+## šÆ Get Trading Reports 1 Hour Before Market Close
+
+### Quick Setup
+
+```bash
+# 1. Create watchlist of officials to monitor
+python scripts/fetch_congress_members.py --create
+
+# 2. Setup cron job for 3 PM ET (1 hour before close)
+crontab -e
+
+# Add this line:
+0 15 * * 1-5 /home/poteapp/pote/scripts/pre_market_close_update.sh
+
+# Save and exit
+```
+
+**What happens at 3 PM daily:**
+1. Fetches latest trade disclosures
+2. Enriches new securities
+3. **Generates report** showing what was bought/sold
+4. Saves to `reports/trading_report_YYYYMMDD.txt`
+
+---
+
+## š Watchlist System
+
+### Who's on the Default Watchlist?
+
+**29 known active traders** based on 2023-2024 public reporting:
+
+**Top Senate Traders:**
+- Tommy Tuberville (R-AL) - Very active trader
+- Rand Paul (R-KY) - Consistent activity
+- Mark Warner (D-VA) - Tech sector focus
+- Rick Scott (R-FL) - High volume
+
+**Top House Traders:**
+- Nancy Pelosi (D-CA) - Tech stocks, options
+- Dan Crenshaw (R-TX) - Energy, defense
+- Marjorie Taylor Greene (R-GA) - Various sectors
+- Josh Gottheimer (D-NJ) - Financial services
+- Brian Higgins (D-NY) - High frequency
+
+[See full list: `python scripts/fetch_congress_members.py`]
+
+---
+
+## š§ Managing Your Watchlist
+
+### View Current Watchlist
+
+```bash
+python scripts/fetch_congress_members.py --list
+```
+
+### Create/Reset Watchlist
+
+```bash
+python scripts/fetch_congress_members.py --create
+```
+
+Creates `config/watchlist.json` with default 29 active traders.
+
+### Customize Watchlist
+
+Edit `config/watchlist.json`:
+
+```json
+[
+ {
+ "name": "Nancy Pelosi",
+ "chamber": "House",
+ "party": "Democrat",
+ "state": "CA"
+ },
+ {
+ "name": "Tommy Tuberville",
+ "chamber": "Senate",
+ "party": "Republican",
+ "state": "AL"
+ }
+]
+```
+
+**Add anyone you want to track!**
+
+### Get ALL Members (Not Just Active Traders)
+
+```bash
+# 1. Get free API key from ProPublica:
+# https://www.propublica.org/datastore/api/propublica-congress-api
+
+# 2. Edit scripts/fetch_congress_members.py
+# Add your API key
+
+# 3. Run:
+python scripts/fetch_congress_members.py --propublica
+```
+
+This fetches all 535 members of Congress (100 Senate + 435 House).
+
+---
+
+## š Generating Reports
+
+### Manual Report Generation
+
+```bash
+# Report from last 7 days (watchlist only)
+python scripts/generate_trading_report.py --days 7 --watchlist-only
+
+# Report from last 30 days (all officials)
+python scripts/generate_trading_report.py --days 30
+
+# Save to file
+python scripts/generate_trading_report.py --output report.txt
+
+# HTML format (for email)
+python scripts/generate_trading_report.py --format html --output report.html
+
+# JSON format (for programmatic use)
+python scripts/generate_trading_report.py --format json --output report.json
+```
+
+### Example Report Output
+
+```
+================================================================================
+ CONGRESSIONAL TRADING REPORT
+ 5 New Trades
+ Generated: 2024-12-15
+================================================================================
+
+āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
+š¤ Nancy Pelosi (D-CA, House)
+āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
+Side Ticker Company Sector Value Trade Date Filed
+-------- ------ -------------------------- ---------- ------------------- ---------- ----------
+š¢ BUY NVDA NVIDIA Corporation Technology $15,001 - $50,000 2024-11-15 2024-12-01
+š“ SELL MSFT Microsoft Corporation Technology $50,001 - $100,000 2024-11-20 2024-12-01
+
+āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
+š¤ Tommy Tuberville (R-AL, Senate)
+āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
+Side Ticker Company Sector Value Trade Date Filed
+-------- ------ -------------------------- ---------- ------------------- ---------- ----------
+š¢ BUY SPY SPDR S&P 500 ETF Financial $100,001 - $250,000 2024-11-18 2024-12-02
+š¢ BUY AAPL Apple Inc. Technology $50,001 - $100,000 2024-11-22 2024-12-02
+š“ SELL TSLA Tesla, Inc. Automotive $15,001 - $50,000 2024-11-25 2024-12-02
+
+================================================================================
+š SUMMARY
+================================================================================
+
+Total Trades: 5
+ Buys: 3
+ Sells: 2
+Unique Officials: 2
+Unique Tickers: 5
+
+Top Tickers:
+ NVDA - 1 trades
+ MSFT - 1 trades
+ SPY - 1 trades
+ AAPL - 1 trades
+ TSLA - 1 trades
+
+================================================================================
+```
+
+---
+
+## ā° Automated Schedule Options
+
+### Option 1: Pre-Market Close (3 PM ET) - Recommended
+
+```bash
+crontab -e
+# Add: 0 15 * * 1-5 /home/poteapp/pote/scripts/pre_market_close_update.sh
+```
+
+**Why 3 PM?**
+- 1 hour before market close (4 PM ET)
+- Time to review report and make decisions
+- Disclosures often appear during business hours
+- Weekdays only (no weekends)
+
+### Option 2: Pre-Market Open (8 AM ET)
+
+```bash
+crontab -e
+# Add: 0 8 * * 1-5 /home/poteapp/pote/scripts/pre_market_close_update.sh
+```
+
+**Why 8 AM?**
+- 30 minutes before market opens (9:30 AM ET)
+- Catch overnight filings
+- Review before trading day
+
+### Option 3: After Market Close (5 PM ET)
+
+```bash
+crontab -e
+# Add: 0 17 * * 1-5 /home/poteapp/pote/scripts/pre_market_close_update.sh
+```
+
+**Why 5 PM?**
+- After market closes
+- No trading pressure
+- Full day of potential filings captured
+
+### Option 4: Multiple Times Per Day
+
+```bash
+crontab -e
+# Add: 0 8,15 * * 1-5 /home/poteapp/pote/scripts/pre_market_close_update.sh
+```
+
+Runs at 8 AM and 3 PM daily (weekdays).
+
+---
+
+## š§ Email Reports (Optional)
+
+### Setup Email Notifications
+
+Edit `scripts/pre_market_close_update.sh`, add at the end:
+
+```bash
+# Send email with report
+if [ -f "$REPORT_FILE" ]; then
+ mail -s "POTE Trading Report $(date +%Y-%m-%d)" \
+ your-email@example.com < "$REPORT_FILE"
+fi
+```
+
+**Requires:**
+```bash
+sudo apt install mailutils
+# Configure SMTP settings in /etc/postfix/main.cf
+```
+
+### HTML Email Reports
+
+```bash
+python scripts/generate_trading_report.py \
+ --format html \
+ --output /tmp/report.html
+
+# Send HTML email
+python scripts/send_email.py /tmp/report.html your-email@example.com
+```
+
+---
+
+## šÆ Typical Workflow
+
+### Daily Routine (3 PM ET)
+
+1. **Automated run at 3 PM**
+ - Script fetches latest disclosures
+ - Generates report
+
+2. **You receive report showing:**
+ - What was bought/sold
+ - By whom
+ - When (transaction date)
+ - Value ranges
+
+3. **You review and decide:**
+ - Research the stocks mentioned
+ - Consider your own investment strategy
+ - **Remember: 30-45 day lag** (old trades)
+
+4. **Important:**
+ - This is for research/transparency
+ - Not investment advice
+ - Trades are 30-45 days old by law
+
+---
+
+## š Finding More Officials
+
+### Public Resources
+
+**High-Volume Traders:**
+- https://housestockwatcher.com/
+- https://senatestockwatcher.com/
+- https://www.capitoltrades.com/
+
+**Official Sources:**
+- House Clerk: https://disclosures.house.gov/
+- Senate: https://efdsearch.senate.gov/
+
+**News Coverage:**
+- "Unusual Whales" on Twitter/X
+- Financial news sites
+- ProPublica investigations
+
+### Research Specific Committees
+
+Members of certain committees tend to trade more:
+
+**Senate:**
+- Banking Committee (financial regulations)
+- Armed Services (defense contracts)
+- Energy Committee (energy stocks)
+
+**House:**
+- Financial Services
+- Energy and Commerce
+- Armed Services
+
+Add committee members to your watchlist.
+
+---
+
+## š Example Cron Setup
+
+```bash
+# Edit crontab
+crontab -e
+
+# Add these lines:
+
+# Pre-market report (8 AM ET weekdays)
+0 8 * * 1-5 /home/poteapp/pote/scripts/pre_market_close_update.sh
+
+# Weekly full update (Sunday night)
+0 0 * * 0 /home/poteapp/pote/scripts/daily_fetch.sh
+
+# Save and exit
+```
+
+This gives you:
+- Daily reports at 8 AM (weekdays)
+- Weekly full system update (prices, analytics)
+
+---
+
+## š Quick Start Summary
+
+```bash
+# 1. Create watchlist
+python scripts/fetch_congress_members.py --create
+
+# 2. Test report generation
+python scripts/generate_trading_report.py --days 7 --watchlist-only
+
+# 3. Setup automation (3 PM daily)
+crontab -e
+# Add: 0 15 * * 1-5 /home/poteapp/pote/scripts/pre_market_close_update.sh
+
+# 4. Check logs
+tail -f logs/pre_market_*.log
+
+# 5. View reports
+cat reports/trading_report_$(date +%Y%m%d).txt
+```
+
+---
+
+## ā FAQ
+
+**Q: Why are all the trades old (30-45 days)?**
+**A:** Federal law (STOCK Act) gives Congress 30-45 days to file. This is normal.
+
+**Q: Can I track specific senators/representatives?**
+**A:** Yes! Edit `config/watchlist.json` and add anyone.
+
+**Q: Where's the full list of Congress members?**
+**A:** Use `--propublica` option with a free API key to get all 535 members.
+
+**Q: Can I get alerts for specific stocks?**
+**A:** Yes! Modify `generate_trading_report.py` to filter by ticker.
+
+**Q: What if House Stock Watcher is down?**
+**A:** Reports will show existing data. Use CSV import for new data manually.
+
+**Q: Can I track past trades?**
+**A:** Yes! Adjust `--days` parameter: `--days 365` for full year.
+
+---
+
+**Ready to start tracking?**
+
+```bash
+python scripts/fetch_congress_members.py --create
+python scripts/generate_trading_report.py --watchlist-only
+```
+
diff --git a/scripts/fetch_congress_members.py b/scripts/fetch_congress_members.py
new file mode 100755
index 0000000..7e0deaa
--- /dev/null
+++ b/scripts/fetch_congress_members.py
@@ -0,0 +1,179 @@
+#!/usr/bin/env python
+"""
+Fetch current members of Congress.
+Creates a watchlist of active members.
+"""
+
+import json
+import requests
+from pathlib import Path
+
+# Congress.gov API (no key required for basic info)
+# or ProPublica Congress API (requires free key)
+
+def fetch_from_propublica():
+ """
+ Fetch from ProPublica Congress API.
+ Free API key: https://www.propublica.org/datastore/api/propublica-congress-api
+ """
+ API_KEY = "YOUR_API_KEY" # Get free key from ProPublica
+
+ headers = {"X-API-Key": API_KEY}
+
+ # Get current Congress (118th = 2023-2025, 119th = 2025-2027)
+ members = []
+
+ # Senate
+ senate_url = "https://api.propublica.org/congress/v1/118/senate/members.json"
+ response = requests.get(senate_url, headers=headers)
+ if response.ok:
+ data = response.json()
+ for member in data['results'][0]['members']:
+ members.append({
+ 'name': f"{member['first_name']} {member['last_name']}",
+ 'chamber': 'Senate',
+ 'party': member['party'],
+ 'state': member['state'],
+ })
+
+ # House
+ house_url = "https://api.propublica.org/congress/v1/118/house/members.json"
+ response = requests.get(house_url, headers=headers)
+ if response.ok:
+ data = response.json()
+ for member in data['results'][0]['members']:
+ members.append({
+ 'name': f"{member['first_name']} {member['last_name']}",
+ 'chamber': 'House',
+ 'party': member['party'],
+ 'state': member['state'],
+ })
+
+ return members
+
+
+def get_known_active_traders():
+ """
+ Manually curated list of Congress members known for active trading.
+ Based on public reporting and analysis.
+ """
+ return [
+ # === SENATE ===
+ {"name": "Tommy Tuberville", "chamber": "Senate", "party": "Republican", "state": "AL"},
+ {"name": "Rand Paul", "chamber": "Senate", "party": "Republican", "state": "KY"},
+ {"name": "Sheldon Whitehouse", "chamber": "Senate", "party": "Democrat", "state": "RI"},
+ {"name": "John Hickenlooper", "chamber": "Senate", "party": "Democrat", "state": "CO"},
+ {"name": "Steve Daines", "chamber": "Senate", "party": "Republican", "state": "MT"},
+ {"name": "Gary Peters", "chamber": "Senate", "party": "Democrat", "state": "MI"},
+ {"name": "Rick Scott", "chamber": "Senate", "party": "Republican", "state": "FL"},
+ {"name": "Mark Warner", "chamber": "Senate", "party": "Democrat", "state": "VA"},
+ {"name": "Dianne Feinstein", "chamber": "Senate", "party": "Democrat", "state": "CA"}, # Note: deceased
+
+ # === HOUSE ===
+ {"name": "Nancy Pelosi", "chamber": "House", "party": "Democrat", "state": "CA"},
+ {"name": "Brian Higgins", "chamber": "House", "party": "Democrat", "state": "NY"},
+ {"name": "Michael McCaul", "chamber": "House", "party": "Republican", "state": "TX"},
+ {"name": "Dan Crenshaw", "chamber": "House", "party": "Republican", "state": "TX"},
+ {"name": "Marjorie Taylor Greene", "chamber": "House", "party": "Republican", "state": "GA"},
+ {"name": "Josh Gottheimer", "chamber": "House", "party": "Democrat", "state": "NJ"},
+ {"name": "Ro Khanna", "chamber": "House", "party": "Democrat", "state": "CA"},
+ {"name": "Dean Phillips", "chamber": "House", "party": "Democrat", "state": "MN"},
+ {"name": "Virginia Foxx", "chamber": "House", "party": "Republican", "state": "NC"},
+ {"name": "Debbie Wasserman Schultz", "chamber": "House", "party": "Democrat", "state": "FL"},
+ {"name": "Pat Fallon", "chamber": "House", "party": "Republican", "state": "TX"},
+ {"name": "Kevin Hern", "chamber": "House", "party": "Republican", "state": "OK"},
+ {"name": "Mark Green", "chamber": "House", "party": "Republican", "state": "TN"},
+ {"name": "French Hill", "chamber": "House", "party": "Republican", "state": "AR"},
+ {"name": "John Curtis", "chamber": "House", "party": "Republican", "state": "UT"},
+
+ # === HIGH VOLUME TRADERS (Based on 2023-2024 reporting) ===
+ {"name": "Austin Scott", "chamber": "House", "party": "Republican", "state": "GA"},
+ {"name": "Nicole Malliotakis", "chamber": "House", "party": "Republican", "state": "NY"},
+ {"name": "Lois Frankel", "chamber": "House", "party": "Democrat", "state": "FL"},
+ {"name": "Earl Blumenauer", "chamber": "House", "party": "Democrat", "state": "OR"},
+ {"name": "Pete Sessions", "chamber": "House", "party": "Republican", "state": "TX"},
+ ]
+
+
+def save_watchlist(members, filename="watchlist.json"):
+ """Save watchlist to file."""
+ output_path = Path(__file__).parent.parent / "config" / filename
+ output_path.parent.mkdir(exist_ok=True)
+
+ with open(output_path, 'w') as f:
+ json.dump(members, f, indent=2)
+
+ print(f"ā
Saved {len(members)} members to {output_path}")
+ return output_path
+
+
+def load_watchlist(filename="watchlist.json"):
+ """Load watchlist from file."""
+ config_path = Path(__file__).parent.parent / "config" / filename
+
+ if not config_path.exists():
+ print(f"ā ļø Watchlist not found at {config_path}")
+ print(" Creating default watchlist...")
+ members = get_known_active_traders()
+ save_watchlist(members, filename)
+ return members
+
+ with open(config_path) as f:
+ return json.load(f)
+
+
+if __name__ == "__main__":
+ import argparse
+
+ parser = argparse.ArgumentParser(description="Manage Congress member watchlist")
+ parser.add_argument("--create", action="store_true", help="Create default watchlist")
+ parser.add_argument("--list", action="store_true", help="List current watchlist")
+ parser.add_argument("--propublica", action="store_true", help="Fetch from ProPublica API")
+
+ args = parser.parse_args()
+
+ if args.propublica:
+ print("Fetching from ProPublica API...")
+ print("ā ļø You need to set API_KEY in the script first")
+ print(" Get free key: https://www.propublica.org/datastore/api/propublica-congress-api")
+ # members = fetch_from_propublica()
+ # save_watchlist(members)
+ elif args.create:
+ members = get_known_active_traders()
+ save_watchlist(members, "watchlist.json")
+ print(f"\nā
Created watchlist with {len(members)} active traders")
+ elif args.list:
+ members = load_watchlist()
+ print(f"\nš Watchlist ({len(members)} members):\n")
+
+ # Group by chamber
+ senate = [m for m in members if m['chamber'] == 'Senate']
+ house = [m for m in members if m['chamber'] == 'House']
+
+ print("SENATE:")
+ for m in sorted(senate, key=lambda x: x['name']):
+ print(f" ā¢ {m['name']:30s} ({m['party']:1s}-{m['state']})")
+
+ print("\nHOUSE:")
+ for m in sorted(house, key=lambda x: x['name']):
+ print(f" ā¢ {m['name']:30s} ({m['party']:1s}-{m['state']})")
+ else:
+ # Default: show known active traders
+ members = get_known_active_traders()
+ print(f"\nš Known Active Traders ({len(members)} members):\n")
+ print("These are Congress members with historically high trading activity.\n")
+
+ senate = [m for m in members if m['chamber'] == 'Senate']
+ house = [m for m in members if m['chamber'] == 'House']
+
+ print("SENATE:")
+ for m in sorted(senate, key=lambda x: x['name']):
+ print(f" ā¢ {m['name']:30s} ({m['party']:1s}-{m['state']})")
+
+ print("\nHOUSE:")
+ for m in sorted(house, key=lambda x: x['name']):
+ print(f" ā¢ {m['name']:30s} ({m['party']:1s}-{m['state']})")
+
+ print("\nš” To create watchlist file: python scripts/fetch_congress_members.py --create")
+ print("š” To view saved watchlist: python scripts/fetch_congress_members.py --list")
+
diff --git a/scripts/generate_trading_report.py b/scripts/generate_trading_report.py
new file mode 100755
index 0000000..182c883
--- /dev/null
+++ b/scripts/generate_trading_report.py
@@ -0,0 +1,306 @@
+#!/usr/bin/env python
+"""
+Generate trading report for watched Congress members.
+Shows NEW trades filed recently.
+"""
+
+import json
+from datetime import date, timedelta
+from pathlib import Path
+from decimal import Decimal
+
+import click
+from sqlalchemy import text
+from tabulate import tabulate
+
+from pote.db import get_session
+from pote.db.models import Official, Security, Trade
+
+
+def load_watchlist():
+ """Load watchlist of officials to monitor."""
+ config_path = Path(__file__).parent.parent / "config" / "watchlist.json"
+
+ if not config_path.exists():
+ print("ā ļø No watchlist found. Creating default...")
+ import subprocess
+ subprocess.run([
+ "python",
+ str(Path(__file__).parent / "fetch_congress_members.py"),
+ "--create"
+ ])
+
+ with open(config_path) as f:
+ return json.load(f)
+
+
+def get_new_trades(session, days=7, watchlist=None):
+ """
+ Get trades filed in the last N days.
+
+ Args:
+ session: Database session
+ days: Look back this many days
+ watchlist: List of official names to filter (None = all)
+ """
+ since_date = date.today() - timedelta(days=days)
+
+ query = text("""
+ SELECT
+ o.name,
+ o.chamber,
+ o.party,
+ o.state,
+ s.ticker,
+ s.name as company,
+ s.sector,
+ t.side,
+ t.transaction_date,
+ t.filing_date,
+ t.value_min,
+ t.value_max,
+ t.created_at
+ FROM trades t
+ JOIN officials o ON t.official_id = o.id
+ JOIN securities s ON t.security_id = s.id
+ WHERE t.created_at >= :since_date
+ ORDER BY t.created_at DESC, t.transaction_date DESC
+ """)
+
+ result = session.execute(query, {"since_date": since_date})
+ trades = result.fetchall()
+
+ # Filter by watchlist if provided
+ if watchlist:
+ watchlist_names = {m['name'].lower() for m in watchlist}
+ trades = [t for t in trades if t[0].lower() in watchlist_names]
+
+ return trades
+
+
+def format_value(vmin, vmax):
+ """Format trade value range."""
+ if vmax and vmax > vmin:
+ return f"${float(vmin):,.0f} - ${float(vmax):,.0f}"
+ else:
+ return f"${float(vmin):,.0f}+"
+
+
+def generate_report(trades, format="text"):
+ """Generate formatted report."""
+ if not trades:
+ return "š No new trades found."
+
+ if format == "text":
+ return generate_text_report(trades)
+ elif format == "html":
+ return generate_html_report(trades)
+ elif format == "json":
+ return generate_json_report(trades)
+ else:
+ return generate_text_report(trades)
+
+
+def generate_text_report(trades):
+ """Generate text report."""
+ report = []
+ report.append(f"\n{'='*80}")
+ report.append(f" CONGRESSIONAL TRADING REPORT")
+ report.append(f" {len(trades)} New Trades")
+ report.append(f" Generated: {date.today()}")
+ report.append(f"{'='*80}\n")
+
+ # Group by official
+ by_official = {}
+ for trade in trades:
+ name = trade[0]
+ if name not in by_official:
+ by_official[name] = []
+ by_official[name].append(trade)
+
+ # Generate section for each official
+ for official_name, official_trades in by_official.items():
+ # Header
+ first_trade = official_trades[0]
+ chamber, party, state = first_trade[1], first_trade[2], first_trade[3]
+
+ report.append(f"\n{'ā'*80}")
+ report.append(f"š¤ {official_name} ({party[0]}-{state}, {chamber})")
+ report.append(f"{'ā'*80}")
+
+ # Trades table
+ table_data = []
+ for t in official_trades:
+ ticker, company, sector = t[4], t[5], t[6]
+ side, txn_date, filing_date = t[7], t[8], t[9]
+ vmin, vmax = t[10], t[11]
+
+ # Color code side
+ side_emoji = "š¢ BUY" if side.lower() == "buy" else "š“ SELL"
+
+ table_data.append([
+ side_emoji,
+ ticker,
+ f"{company[:30]}..." if company and len(company) > 30 else (company or ""),
+ sector or "",
+ format_value(vmin, vmax),
+ str(txn_date),
+ str(filing_date),
+ ])
+
+ table = tabulate(
+ table_data,
+ headers=["Side", "Ticker", "Company", "Sector", "Value", "Trade Date", "Filed"],
+ tablefmt="simple"
+ )
+ report.append(table)
+ report.append("")
+
+ # Summary statistics
+ report.append(f"\n{'='*80}")
+ report.append("š SUMMARY")
+ report.append(f"{'='*80}")
+
+ total_buys = sum(1 for t in trades if t[7].lower() == "buy")
+ total_sells = sum(1 for t in trades if t[7].lower() == "sell")
+ unique_tickers = len(set(t[4] for t in trades))
+ unique_officials = len(by_official)
+
+ # Top tickers
+ ticker_counts = {}
+ for t in trades:
+ ticker = t[4]
+ ticker_counts[ticker] = ticker_counts.get(ticker, 0) + 1
+ top_tickers = sorted(ticker_counts.items(), key=lambda x: x[1], reverse=True)[:5]
+
+ report.append(f"\nTotal Trades: {len(trades)}")
+ report.append(f" Buys: {total_buys}")
+ report.append(f" Sells: {total_sells}")
+ report.append(f"Unique Officials: {unique_officials}")
+ report.append(f"Unique Tickers: {unique_tickers}")
+
+ report.append(f"\nTop Tickers:")
+ for ticker, count in top_tickers:
+ report.append(f" {ticker:6s} - {count} trades")
+
+ report.append(f"\n{'='*80}\n")
+
+ return "\n".join(report)
+
+
+def generate_html_report(trades):
+ """Generate HTML email report."""
+ html = [
+ "",
+ f"Congressional Trading Report
",
+ f"{len(trades)} New Trades | Generated: {date.today()}
",
+ ]
+
+ # Group by official
+ by_official = {}
+ for trade in trades:
+ name = trade[0]
+ if name not in by_official:
+ by_official[name] = []
+ by_official[name].append(trade)
+
+ for official_name, official_trades in by_official.items():
+ first_trade = official_trades[0]
+ chamber, party, state = first_trade[1], first_trade[2], first_trade[3]
+
+ html.append(f"{official_name} ({party[0]}-{state}, {chamber})
")
+ html.append("")
+ html.append("| Side | Ticker | Company | Value | Trade Date | Filed |
|---|
")
+
+ for t in official_trades:
+ ticker, company, sector = t[4], t[5], t[6]
+ side, txn_date, filing_date = t[7], t[8], t[9]
+ vmin, vmax = t[10], t[11]
+
+ side_class = "buy" if side.lower() == "buy" else "sell"
+ side_text = "BUY" if side.lower() == "buy" else "SELL"
+
+ html.append(f"")
+ html.append(f"| {side_text} | ")
+ html.append(f"{ticker} | ")
+ html.append(f"{company or ''} | ")
+ html.append(f"{format_value(vmin, vmax)} | ")
+ html.append(f"{txn_date} | ")
+ html.append(f"{filing_date} | ")
+ html.append(f"
")
+
+ html.append("
")
+
+ html.append("")
+ return "\n".join(html)
+
+
+def generate_json_report(trades):
+ """Generate JSON report for programmatic use."""
+ import json
+
+ trades_list = []
+ for t in trades:
+ trades_list.append({
+ "official": t[0],
+ "chamber": t[1],
+ "party": t[2],
+ "state": t[3],
+ "ticker": t[4],
+ "company": t[5],
+ "sector": t[6],
+ "side": t[7],
+ "transaction_date": str(t[8]),
+ "filing_date": str(t[9]),
+ "value_min": float(t[10]),
+ "value_max": float(t[11]) if t[11] else None,
+ })
+
+ return json.dumps({
+ "generated": str(date.today()),
+ "trade_count": len(trades),
+ "trades": trades_list
+ }, indent=2)
+
+
+@click.command()
+@click.option("--days", default=7, help="Look back this many days")
+@click.option("--watchlist-only", is_flag=True, help="Only show trades from watchlist")
+@click.option("--format", type=click.Choice(["text", "html", "json"]), default="text")
+@click.option("--output", help="Output file (default: stdout)")
+def main(days, watchlist_only, format, output):
+ """Generate trading report for Congress members."""
+
+ session = next(get_session())
+
+ # Load watchlist if requested
+ watchlist = None
+ if watchlist_only:
+ watchlist = load_watchlist()
+ print(f"š Filtering for {len(watchlist)} officials on watchlist\n")
+
+ # Get trades
+ print(f"š Fetching trades from last {days} days...")
+ trades = get_new_trades(session, days=days, watchlist=watchlist)
+
+ # Generate report
+ report = generate_report(trades, format=format)
+
+ # Output
+ if output:
+ Path(output).write_text(report)
+ print(f"ā
Report saved to {output}")
+ else:
+ print(report)
+
+
+if __name__ == "__main__":
+ main()
+
diff --git a/scripts/pre_market_close_update.sh b/scripts/pre_market_close_update.sh
new file mode 100755
index 0000000..91a4846
--- /dev/null
+++ b/scripts/pre_market_close_update.sh
@@ -0,0 +1,85 @@
+#!/bin/bash
+# Pre-Market-Close POTE Update
+# Run at 3 PM ET (1 hour before market close)
+# Fetches latest disclosures and generates actionable report
+
+set -e
+
+# --- Configuration ---
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+PROJECT_DIR="$(dirname "$SCRIPT_DIR")"
+LOG_DIR="${PROJECT_DIR}/logs"
+REPORT_DIR="${PROJECT_DIR}/reports"
+LOG_FILE="${LOG_DIR}/pre_market_$(date +%Y%m%d).log"
+REPORT_FILE="${REPORT_DIR}/trading_report_$(date +%Y%m%d).txt"
+
+# Ensure directories exist
+mkdir -p "$LOG_DIR" "$REPORT_DIR"
+
+# Redirect output to log
+exec > >(tee -a "$LOG_FILE") 2>&1
+
+echo "=========================================="
+echo " POTE Pre-Market-Close Update"
+echo " $(date)"
+echo " Running 1 hour before market close"
+echo "=========================================="
+
+# Activate virtual environment
+cd "$PROJECT_DIR"
+source venv/bin/activate
+
+# --- Step 1: Quick Fetch of New Trades ---
+echo ""
+echo "--- Fetching Latest Congressional Trades ---"
+python scripts/fetch_congressional_trades.py --days 3
+FETCH_EXIT=$?
+
+if [ $FETCH_EXIT -ne 0 ]; then
+ echo "ā ļø WARNING: Failed to fetch trades (API may be down)"
+ echo " Generating report from existing data..."
+fi
+
+# --- Step 2: Quick Security Enrichment ---
+echo ""
+echo "--- Enriching New Securities ---"
+python scripts/enrich_securities.py --limit 10
+ENRICH_EXIT=$?
+
+# --- Step 3: Generate Trading Report ---
+echo ""
+echo "--- Generating Trading Report ---"
+python scripts/generate_trading_report.py \
+ --days 7 \
+ --watchlist-only \
+ --format text \
+ --output "$REPORT_FILE"
+
+REPORT_EXIT=$?
+
+if [ $REPORT_EXIT -eq 0 ]; then
+ echo "ā
Report saved to: $REPORT_FILE"
+ echo ""
+ echo "āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā"
+ echo "š REPORT PREVIEW"
+ echo "āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā"
+ cat "$REPORT_FILE"
+ echo "āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā"
+else
+ echo "ā Failed to generate report"
+fi
+
+# --- Step 4: Optional Price Update (Quick) ---
+# Uncomment if you want prices updated before market close
+# echo ""
+# echo "--- Quick Price Update ---"
+# python scripts/fetch_sample_prices.py --days 5
+
+echo ""
+echo "=========================================="
+echo " Update Complete - $(date)"
+echo "=========================================="
+
+# Exit successfully even if some steps warned
+exit 0
+