ilia/POTE
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Add watchlist system and pre-market trading reports

Browse Source 
New Features:
- Watchlist system for tracking specific Congress members
- Trading report generation with multiple formats
- Pre-market-close automated updates (3 PM)

New Scripts:
- scripts/fetch_congress_members.py: Manage watchlist
  * 29 known active traders (curated list)
  * Optional ProPublica API integration (all 535 members)
  * Create/view/manage watchlist

- scripts/generate_trading_report.py: Generate trading reports
  * Filter by watchlist or show all
  * Multiple formats: text, HTML, JSON
  * Summary statistics (buys/sells, top tickers)
  * Color-coded output (🟢 BUY, 🔴 SELL)

- scripts/pre_market_close_update.sh: 3 PM automation
  * Quick fetch of latest trades
  * Enrichment of new securities
  * Generate and display report
  * Saves to reports/ directory

Documentation:
- WATCHLIST_GUIDE.md: Complete guide
  * List of 29 known active traders
  * How to create/customize watchlist
  * Schedule options (pre-market, post-market)
  * Email setup (optional)
  * FAQ and examples

Known Active Traders Include:
Senate: Tuberville, Rand Paul, Mark Warner, Rick Scott
House: Pelosi, Crenshaw, MTG, Gottheimer, Brian Higgins

Use Cases:
✅ Daily reports at 3 PM (1 hour before close)
✅ See what Congress bought/sold recently
✅ Track specific members you care about
✅ Export to HTML/JSON for further analysis
This commit is contained in:
ilia
2025-12-15 15:00:42 -05:00
parent 3a89c1e6d2
commit 8ba9d7ffdd
4 changed files with 964 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files
WATCHLIST_GUIDE.md
+394
View File
@@ -0,0 +1,394 @@
# POTE Watchlist & Trading Reports
## 🎯 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`
---
## 📋 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`]
---
## 🔧 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).
---
## 📊 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
================================================================================
────────────────────────────────────────────────────────────────────────────────
👤 Nancy Pelosi (D-CA, House)
────────────────────────────────────────────────────────────────────────────────
Side Ticker Company Sector Value Trade Date Filed
-------- ------ -------------------------- ---------- ------------------- ---------- ----------
🟢 BUY NVDA NVIDIA Corporation Technology $15,001 - $50,000 2024-11-15 2024-12-01
🔴 SELL MSFT Microsoft Corporation Technology $50,001 - $100,000 2024-11-20 2024-12-01
────────────────────────────────────────────────────────────────────────────────
👤 Tommy Tuberville (R-AL, Senate)
────────────────────────────────────────────────────────────────────────────────
Side Ticker Company Sector Value Trade Date Filed
-------- ------ -------------------------- ---------- ------------------- ---------- ----------
🟢 BUY SPY SPDR S&P 500 ETF Financial $100,001 - $250,000 2024-11-18 2024-12-02
🟢 BUY AAPL Apple Inc. Technology $50,001 - $100,000 2024-11-22 2024-12-02
🔴 SELL TSLA Tesla, Inc. Automotive $15,001 - $50,000 2024-11-25 2024-12-02
================================================================================
📊 SUMMARY
================================================================================
Total Trades: 5
Buys: 3
Sells: 2
Unique Officials: 2
Unique Tickers: 5
Top Tickers:
NVDA - 1 trades
MSFT - 1 trades
SPY - 1 trades
AAPL - 1 trades
TSLA - 1 trades
================================================================================
```
---
## ⏰ Automated Schedule Options
### Option 1: Pre-Market Close (3 PM ET) - Recommended
```bash
crontab -e
# Add: 0 15 * * 1-5 /home/poteapp/pote/scripts/pre_market_close_update.sh
```
**Why 3 PM?**
- 1 hour before market close (4 PM ET)
- Time to review report and make decisions
- Disclosures often appear during business hours
- Weekdays only (no weekends)
### Option 2: Pre-Market Open (8 AM ET)
```bash
crontab -e
# Add: 0 8 * * 1-5 /home/poteapp/pote/scripts/pre_market_close_update.sh
```
**Why 8 AM?**
- 30 minutes before market opens (9:30 AM ET)
- Catch overnight filings
- Review before trading day
### Option 3: After Market Close (5 PM ET)
```bash
crontab -e
# Add: 0 17 * * 1-5 /home/poteapp/pote/scripts/pre_market_close_update.sh
```
**Why 5 PM?**
- After market closes
- No trading pressure
- Full day of potential filings captured
### Option 4: Multiple Times Per Day
```bash
crontab -e
# Add: 0 8,15 * * 1-5 /home/poteapp/pote/scripts/pre_market_close_update.sh
```
Runs at 8 AM and 3 PM daily (weekdays).
---
## 📧 Email Reports (Optional)
### Setup Email Notifications
Edit `scripts/pre_market_close_update.sh`, add at the end:
```bash
# Send email with report
if [ -f "$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
```
---
## 🎯 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
---
## 🔍 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.
---
## 📈 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)
---
## 🚀 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
```
---
## ❓ 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
```